PARTNER ADMIN GUIDE

Configure tenant guardrails

Apply governance controls to tenant interactions, restrict unsafe or off-topic content and review which policies are available, active and enforcing.

Partnership administrator10–15 minutes

Scope: individual tenant

Guardrails apply to the selected tenantEach tenant has its own guardrail policies. Always confirm the tenant name before adding, changing, enabling or exporting a policy.

How guardrails work

A guardrail capability is the underlying control. A guardrail policy is how that control is configured for one tenant.

Guardrail capability
The underlying control, such as prompt-injection protection, PII masking or topic restriction.
Guardrail policy
The tenant-specific configuration that selects a capability, optionally limits it to an environment and supplies any capability-specific settings.
Tenant interaction
        ↓
Matching environment policy
        ↓
Guardrail capability
        ↓
Monitor or enforce
        ↓
Status and violation indicators
Saving a guardrail policy does not automatically prove that the selected capability is available or enforcing. Review its Availability, Mode and Enabled status after it has been created.

Status definitions

Active guardrails
Policies currently active for the tenant.
Enforcing
Policies operating in enforcement mode rather than monitoring-only mode.
Violations (7d)
The number of recorded policy violations during the previous seven days, when violation data is available.
Availability
The platform-reported availability status for the selected guardrail capability.
Monitor
Observes or records matching activity without applying the full enforcement behaviour, where supported.
Enforce
Actively applies the configured policy behaviour.
Enabled
Controls whether the individual policy is switched on.
Start cautiouslyWhere Monitor mode is available, use it to test a new policy with representative traffic before changing it to Enforce. This helps identify overly broad rules and false positives.

Guides in this section

Before you begin

  • Open the correct customer tenant.
  • Decide whether the policy applies to every environment or one named environment.
  • Identify the guardrail capability required by the customer use case.
  • Prepare any blocked words, additional masked words or allowed topics.
  • For a custom guardrail, obtain the exact approved capability ID and configuration schema.
  • Decide whether the policy should initially monitor or enforce.
  • Prepare representative test inputs, including acceptable content and content that should be flagged.
Guardrails complement access controlsGuardrails govern eligible tenant interactions. They do not replace user permissions, tool allow-lists, deterministic workflow validation or secure handling of credentials.

Review the Guardrails page

The Guardrails page is the single view of policy status, filters and policy actions for the tenant.

The Guardrails page summarises policy status and provides filters, policy actions and export controls.
Active guardrails
Shows the number of active policies for the tenant.
Enforcing
Shows how many policies are operating in enforcement mode.
Violations (7d)
Shows the recent violation count when data is available.
Status label
The label beside the page title summarises whether the tenant currently has active guardrails.

Filters

  • Search for a guardrail by name or capability.
  • Filter by environment.
  • Filter by All, Enforce or Monitor.
  • Clear filters when an expected policy is missing from the table.
Columns shown in the guardrail policy table.
ColumnShows
GuardrailThe policy and the capability it uses
EnvironmentThe environment the policy is limited to, when one is set
AvailabilityThe platform-reported availability of the capability
ConfigThe configuration supplied for the policy
ModeWhether the policy monitors or enforces
UpdatedWhen the policy was last changed
EnabledWhether the individual policy is switched on
ActionsThe row actions available in the current deployment

The overview screenshot above represents a tenant with no configured guardrails. It is an example of the interface, not an example of a configured policy set.

A dash is not necessarily zeroWhen the Violations card displays a dash rather than 0, do not interpret it as a confirmed absence of violations. First confirm that guardrail status and violation data are available.

Add a built-in guardrail

The Add guardrail form changes according to the selected capability, so complete only the fields it shows.

  1. 1Open the customer tenant.
  2. 2Select Guardrails.
  3. 3Select Add guardrail.
  4. 4Choose the required capability.
  5. 5Enter an environment when the policy should apply only to that environment.
  6. 6Leave Environment blank when the policy should apply to all environments.
  7. 7Complete the capability-specific settings.
  8. 8Select Save.
  9. 9Find the saved policy in the table.
  10. 10Review its Availability, Mode and Enabled columns.
  11. 11Test the policy with representative inputs.
  12. 12Move to enforcement only after confirming that expected interactions continue to work.
Blank Environment means allOnly enter an environment when the policy should be limited to that exact environment. A policy with no environment value applies across the tenant's environments.
“Availability not checked” is not an enabled statusThe capability selection shown in the form has not yet had its availability confirmed. After saving, inspect the Availability column before relying on the policy.

Configure built-in capabilities

Different guardrail capabilities expose different configuration fields. Configure only the settings shown for the selected capability.

PII masking can be combined with a blocklist of words or phrases that cause a message to be blocked.

PII masking

  • Select PII masking as the capability.
  • Optionally target one environment.
  • Enter one blocked word or phrase per line.
  • Leave the blocklist empty when no additional terms are required.
  • Test the policy using fictional data rather than real personal information.
Do not use real personal data for testingUse fictional names, addresses, account numbers and contact details when checking PII controls. The blocklist is an additional field exposed by this form, not the complete PII-detection configuration.
The prompt-injection guard requires only capability and optional environment selection in the form shown.

Prompt-injection guard

  • Select Prompt-injection guard.
  • Enter an environment only when the control should be environment-specific.
  • Save the policy.
  • Confirm availability before enabling enforcement.
  • Test with normal user requests as well as representative attempts to override instructions or expose restricted behaviour.
The profanity filter can extend its built-in list with tenant-specific words.

Profanity filter

  • The capability includes a built-in list.
  • Use Extra words to add tenant-specific terms.
  • Enter one word per line.
  • Added terms are masked in addition to the built-in list.
  • Consider language, regional usage and legitimate business terminology before adding a term.
Avoid overly broad termsA word may be inappropriate in one context but legitimate in another. Test additional terms against realistic customer conversations before enforcing the policy.
Allowed keywords define the subjects the assistant may discuss.

Topic and scope guard

  • Enter one allowed keyword or topic per line.
  • The assistant may discuss content matching the configured topics.
  • A longer message matching none of the configured terms may be denied as off-topic.
  • Include important synonyms, abbreviations, product names and common customer wording.
  • Test both legitimate edge cases and clearly unrelated questions.
A narrow topic list can block valid requestsInclude the different phrases customers genuinely use. Review the list when products, terminology or supported services change.
Comparison of the guardrail capabilities and what the administrator configures.
CapabilityAdministrator configuresTypical purpose
PII maskingOptional environment and blocklistProtect sensitive information and block specified terms
Prompt-injection guardOptional environmentGuard against attempts to manipulate assistant instructions
Profanity filterOptional environment and extra wordsMask built-in and tenant-specific inappropriate terms
Topic/scope guardOptional environment and allowed keywordsKeep interactions within approved subjects
CustomCapability ID, optional environment and raw JSONConfigure an approved capability not represented by a built-in form

Capability names and available fields may evolve. Treat the screenshots as examples of the current interface rather than a permanent inventory.

Add a custom guardrail

Custom guardrails require an approved capability ID and valid raw JSON configuration.

Capability ID
The exact identifier of the approved guardrail capability, for example one supplied by the platform administrator or capability owner.
Environment
Optional environment restriction. Leave blank to apply the policy across environments.
Config (raw JSON)
The capability-specific configuration object. It must be valid JSON and conform to the schema expected by the capability.
  1. 1Confirm that the capability is approved and available on the deployment.
  2. 2Obtain the exact Capability ID.
  3. 3Obtain the supported configuration schema and a safe example.
  4. 4Select Custom from the Capability list.
  5. 5Enter the Capability ID exactly.
  6. 6Add an environment only when required.
  7. 7Enter valid JSON in Config.
  8. 8Review the JSON for syntax errors.
  9. 9Select Save.
  10. 10Confirm the saved policy's Availability status.
  11. 11Test it in a controlled environment before enforcement.
Custom guardrails are advanced configurationDo not guess a capability ID or configuration schema. An accepted JSON object may still be ineffective if it uses unsupported fields.
Do not place secrets in configurationDo not add API keys, passwords, access tokens, personal data or customer content to the raw JSON field unless a documented capability explicitly requires a secure supported mechanism.

Review active and enforcing policies

Use the table and filters to confirm what is actually applied to the tenant.

  1. 1Open Guardrails for the tenant.
  2. 2Clear the search field.
  3. 3Select the required environment or All environments.
  4. 4Select All, Enforce or Monitor.
  5. 5Review the Availability status.
  6. 6Confirm the expected Mode.
  7. 7Confirm that Enabled has the intended value.
  8. 8Review the Updated date after making a change.
  9. 9Use the row actions available in the current deployment to inspect or change the policy.
  10. 10Test the affected tenant interaction after changing enforcement.
Configured is not the same as enforcingA policy may exist in the table while being unavailable, disabled or configured in Monitor mode. Review all three states before assuming the policy actively blocks or changes an interaction.

Understand the violations indicator

  • The summary card reports violations during the previous seven days when data is available.
  • Use the indicator to identify whether a policy may need further review.
  • A sudden increase may indicate a real threat, an overly broad configuration or a change in user behaviour.
  • Compare violation patterns with recent policy or environment changes.

Export policies

Exports support governance review, audit handover and comparison of the tenant's policy configuration.

  1. 1Open the correct tenant.
  2. 2Select Guardrails.
  3. 3Review the policies and environment filters.
  4. 4Select Export policies.
  5. 5Save the downloaded export in an approved customer or partner location.
  6. 6Record the tenant and export date when the file will be used for governance review.
Export onlyThe interface provides policy export. Do not assume an exported file can be imported, restored or applied to another tenant unless that workflow is available in the deployment you are using.

Recommended guardrail rollout

A cautious sequence that reduces false positives and gives the customer confidence in the result.

  1. 1Agree the customer's governance objective.
  2. 2Select the smallest relevant capability.
  3. 3Target a non-production environment first where one is available.
  4. 4Configure only the required words, phrases or topics.
  5. 5Save the policy.
  6. 6Confirm capability availability.
  7. 7Enable Monitor mode where supported.
  8. 8Test acceptable, borderline and unacceptable inputs.
  9. 9Refine the configuration to reduce false positives.
  10. 10Enable enforcement when the customer approves the behaviour.
  11. 11Review the seven-day violation indicator.
  12. 12Export the policy configuration for governance records.
Test what should pass as well as what should failA guardrail is not ready merely because it blocks an unsafe test. Confirm that ordinary customer interactions still work correctly.

Troubleshoot unavailable guardrails

A forbidden or unavailable state means the policy data could not be retrieved, not that the tenant has no guardrails.

A forbidden or unavailable status indicates an access, platform configuration or loading problem—not an empty guardrail configuration.Troubleshooting example only. This screenshot represents a permissions or loading error, not a working guardrail configuration.
  1. 1Confirm that the administrator opened the intended tenant.
  2. 2Confirm that the account has partnership administrator access.
  3. 3Refresh the Guardrails page.
  4. 4Return to the tenant overview and reopen Guardrails.
  5. 5Check whether other tenant administration pages load normally.
  6. 6Do not add or change policies while the current policy state cannot be retrieved.
  7. 7Contact the Greentic platform administrator when the forbidden or unavailable state persists, including the tenant identifier, time of the error and a screenshot without sensitive data.

Troubleshooting at a glance

Common guardrail problems, likely causes and recommended actions.
ProblemLikely causeAction
The page shows Forbidden or Status unavailableThe administrator lacks access, the service is unavailable or the tenant data could not be loadedConfirm tenant permissions, refresh and contact the platform administrator if it persists
The form says availability not checkedThe selected capability has not yet had its availability confirmedSave only when appropriate, then review the Availability column
A saved policy is not enforcingIt is disabled, unavailable, in Monitor mode or does not match the current environmentReview Availability, Mode, Enabled and Environment
No policies appear in the tableSearch, environment or mode filters exclude themClear the search field and reset all filters
A legitimate request is blocked as off-topicThe allowed-keyword list is too narrowAdd relevant synonyms, abbreviations and common customer phrasing
A prohibited term is not detectedThe term is absent, entered differently or the policy is not applied to the environmentReview the configuration and test the exact target environment
A custom policy cannot be savedThe JSON is invalid or the capability ID or schema is unsupportedValidate the JSON and confirm the capability documentation
The violation card shows a dashViolation data or guardrail status is not available in the displayed stateConfirm policy availability and page status before interpreting the result
A policy creates too many violationsThe rules are too broad or the policy was enforced without sufficient testingReturn to Monitor where supported, refine the configuration and retest
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