Prerequisites
- The Admin role in the workspace, to change settings for that workspace.
- The organization Owner or Admin role, to set the organization baseline, lock a rule, or move a pattern to the organization.
- A regular expression for any custom ID format you want to hide. You don’t need sample values.
What agents see
Each row in the table is a built-in identifier or a custom pattern. Click a built-in row to see its description and an example of what the agent sees.
Defaults that are on start at the Organization scope. A few details from the built-in rules:
- Email skips addresses at the reserved
example.com,example.net, andexample.orgdomains. Phone skips the reserved 555-0100 to 555-0199 range. - Credit card and IBAN only match numbers that pass their checksum, so random digit strings stay visible.
- API keys and Cloud credentials are secret protections, not PII. Cloud credentials covers secret keys and service account keys for AWS, Azure, Google Cloud, and more. A bare
AKIA…key ID stays visible. Lock both rows at the organization so no workspace turns them off.
Set where a protection runs
The Scope column has three positions for every row.
Who clicks decides how far a change reaches. For a built-in rule at Organization:
A locked rule doesn’t move for anyone until an organization Admin unlocks it.
1
Open Guardrails
Go to Admin Settings → Guardrails. Use Search identifiers, or filter by scope and by type (Built-in or Custom).
2
Pick a scope
Click Off, Workspace, or Organization on the row. The change saves on click. There’s no Save bar.Success state: the row shows the new scope.
3
Lock it (optional, organization Admins)
Set the row to Organization first; the padlock is only active there. Then click the padlock in the Actions column to keep the built-in rule on for every workspace.Success state: workspace Admins can no longer turn the rule Off. Click the padlock again to unlock it.
Add a custom pattern
Use a custom pattern for a structured ID that the built-in rules don’t cover, such as a customer account number. Write the format as a regular expression. Don’t enter real values.1
Start a pattern
In Admin Settings → Guardrails, click Add pattern. A new pattern starts at the Workspace scope.
2
Name it
Enter a Name your team will recognize, such as
Customer account ID.3
Pick a category
Choose a Category from the list or type your own, such as
customer-id. Agents see the category in the placeholder, for example ct:pii:v3:customer-id:<hash>. Categories that built-in rules use, such as email, are reserved.4
Enter the pattern and save
Enter the regular expression in Pattern, for example
\bACC-\d{6}\b for ACC- followed by exactly six digits. The \b word boundaries stop it matching inside a longer ID such as ACC-1234567. Click Save.Patterns use Rust regex syntax, case-sensitive by default. Add (?i) at the start to ignore case. Lookarounds and backreferences aren’t supported. To try a pattern first, use a tester set to the Rust flavor, such as regex101.Success state: the pattern appears in the table as Custom, at the Workspace scope. CloudThinker checks the pattern on save, and an invalid or too-broad pattern shows an error instead (see Troubleshooting).Limits
To use a pattern across the organization, an organization Owner or Admin moves it to Organization with its scope control. It then shows in every workspace’s table, and only organization Admins can edit, move, or delete it.
An organization pattern takes a slot in every workspace. Moving one there, or adding one, is refused when any workspace would go past 5. Free a slot in the fullest workspace first.
Change or remove a pattern
Troubleshooting
The pattern won't save
The pattern won't save
The error message tells you which check failed.
I can't turn a rule off
I can't turn a rule off
An organization Admin locked it. Ask them to unlock it, or keep it on.
I can't edit or delete a pattern
I can't edit or delete a pattern
It’s an organization pattern. Only organization Owners and Admins can change it.
Guardrails isn't in Admin Settings
Guardrails isn't in Admin Settings
Admin Settings is for organization Owners and Admins. A workspace Admin can open only its Guardrails page. If you have one of those roles and still don’t see the page, Guardrails may not be enabled for your deployment. Contact CloudThinker support.
Next steps
Data Protection
See how pasted and printed secrets are handled
Security and Trust
Review every security control in one place