Meilleures pratiques en matière de configuration d’autorisations

Recommendations for configuring Delegate and Cartographer permissions securely, by role — individual users, IT administrators, and developers creating skills.

Pour les utilisateurs individuels

To configure Delegate and Cartographer securely as an individual user, take the following steps:

1. Start with Cautious mode until you understand what the agent does.
2. Enable only the tool categories you need — if you don't use command execution, disable it.
3. Review tool permissions after installing new skills — skills may request additional capabilities.
4. Use Protected files and Blocked apps/sites for sensitive directories and destinations (tax documents, medical records, etc.).
5. Set Screen context to None when working with confidential visual information.
6. Pin important sessions so you can review what the agent did later.

Pour les administrateurs informatiques

Le déploiement et l’application de ces paramètres de manière centralisée à tous les utilisateurs sont couverts par la gouvernance avec Automation Ops, y compris la base recommandée pour les environnements réglementés.

Pour les développeurs créant des compétences

Pour développer des compétences qui suivent de bonnes pratiques de définition d'autorisations, procédez comme suit:

1. Request only the permissions you need — don't ask for UI automation if your skill only reads files.
2. Document required permissions clearly in your skill description. See Sharing skills with your team.
3. Handle permission denials gracefully — explain to users why a permission is needed.
4. Test in all three Approval mode settings to ensure your skill behaves appropriately.
5. Don't rely on being able to reach a site the user or organization has blocked — blocked websites are configured specifically to keep the agent out.