Customizing the Agent's Profile
Use profile customization to control what your agent can see and access.
Overview
An agent can only interact with what its profile exposes. Here we’ll hide an action from its role centre and see how that changes what it can do.
Part 1 — Customize the Profile
Open the agent's design page
Go to the Agents (preview) page and open your agent from Stage 2.
Open profile customization
In the agent page, select Design > Customize profile. This opens the Business Central personalization experience in a new window, scoped to your agent's profile.
Hide the Customer List action
On the Role Centre, locate the Customers action (the link that navigates to the Customer List).
- Point to the action — it will highlight with an arrowhead
- Select the arrowhead, then choose Hide
- The action will appear greyed out with italic text, confirming it is hidden
Save the customization
Select Done in the Customizing banner to save and close the personalization window.
Deactivate and reactivate the agent
Profile changes don't take effect until the agent is restarted. On the agent page, turn the Active toggle off, then turn it back on again.
Part 2 — Test the Restriction
Re-run the original task
Run a new task with the same prompt as Stage 2:
List the top 5 customers by name.Observe the result
Watch the task pane — this time the agent shouldn't be able to get to the Customer List. It's a good illustration of how the profile acts as a guardrail.