> ## Documentation Index
> Fetch the complete documentation index at: https://docs.aeon.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Edit Policies

> Step-by-step guide to creating and managing transaction policies

<Steps>
  <Step title="Navigate to Settings">
    In the side menu, click **Settings** to access the workspace configuration
    options.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Create New Rule">
    To create a new draft policy rule, click **Edit Policy**, and then click
    **Create Rule**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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**.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Note>
  **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.
</Note>

<Tip>
  Until a policy proposal is approved, you can cancel it by clicking **Abort**
  on either the web console or the mobile app.
</Tip>