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.