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1

Navigate to Settings

In the side menu, click Settings to access the workspace configuration options.
2

Access Policies

In the settings tabs, click Policies. The Transaction Policy screen opens displaying a list of policy rules. Note that the Published button is displayed, indicating that the policy set you are viewing has been approved and is active for the current account.
3

Create New Rule

To create a new draft policy rule, click Edit Policy, and then click Create Rule.
4

Configure Rule

In the Create a new rule dialog: enter a meaningful rule name, configure the conditions that must be met, specify the action (Allow, Block, or Require Approval), click Save, and reorder rules as needed by dragging them up or down.
5

Submit for Review

When you are done making changes to the policy, click Submit. Then click Send for Review. The proposal is marked as Pending Approval.
6

Admin Quorum Approval

After a policy draft is submitted, the Admin Quorum receives a notification on their mobile devices. When the required number of admins approve the policy rules, the policy proposal becomes “Published” and becomes the active policy for the organization.
Every approver is counted once: If required approvers are from group A and group B, a user who is a member of both groups A and B need only approve once.
Until a policy proposal is approved, you can cancel it by clicking Abort on either the web console or the mobile app.