The rules every question, run and AI call passes through, in plain words. Everyone in your company can read them.
What each role sees
The table at the top shows, for each role, whether customer contact details, cost and margin, credit limits, and cash and banking (bank balances, transactions, payouts) are visible, masked or hidden, and which orders the role can see. Your own role is marked You. These settings belong to the role and are changed with your Client admin.
The rules
Rules are grouped by where they come from:
- Role access: follows from the table above.
- Locked by Runmate: the baseline and AI rules. They apply to every company and can't be switched off.
- Company controls: rules for your company, like finance approvals. They can only make things stricter.
Each rule shows:
- When it's checked: when data is read, before an answer is shown, before something changes or leaves Runmate, or before anything is sent to an AI model.
- What it does: Masked, Hidden, Needs approval, Blocked, or Allowed with conditions.
- Who it applies to, and who approves when approval is needed.
- How often it acted in the last 30 days. Every decision is also in the audit log.
Reviewing
Before your company goes live, a Client admin reads this page and selects I've reviewed these. That completes the guardrails step in Setup.
Need a rule changed or added? Company rules are set up with Runmate during onboarding.