- Admin policy — Applies to organization-wide operations such as inviting users.
- Vault policies — Applies to asset-specific operations in vaults the policy is assigned to, such as withdrawing funds.
Customizing administrator policy
Organization-level operations default to the Any admin operations rule unless administrators add specific rules for User management, Trusted destination, Vault, or API management operations.Any changes are subject to quorum approval.
Customizing vault policies
You can create a single vault policy and assign it to multiple vaults. Any update to that policy applies to every assigned vault — no need to make the same change vault by vault. For vaults that require a unique configuration, you can create a policy tailored to that vault. By default, vault operations follow the Any vault operations rule. Administrators can override this by creating specific rules for:- Withdrawals
- Staking
- Governance
Changes require quorum approval based on your active policy.
Managing rules
Adding a rule
Navigate to the policy
Go to Settings, then Policies, and select the specific policy you want to edit (admin or vault).
Configure the rule
Fill in the following fields:
- Operation — Select the specific operation type this rule will control (e.g., Withdraw, User management).
- Quorum — Tap Quorum is to select the pool of administrators allowed to approve this operation.
- Approvals required — Define the number of approvals required from that quorum pool.
- Sub-quorum (Optional) — Tap Add sub-quorum to enforce stricter security, requiring a set number of approvals from a specific subgroup before the general quorum can be met.
Operations not covered by specific rules will automatically follow the default Any vault operation or Any admin operation rule.
Editing a rule
Open the rule
Tap Rules, then tap the options menu (…) next to the rule you want to change and select Edit rule.
Modify parameters
Update any of the following:
- Operation — Change the action that triggers the rule.
- Quorum members — Update the base quorum members eligible to approve the request.
- Threshold — Change the number of approvals required.
- Sub-quorums — Add or remove sub-quorum requirements.
Deleting a rule
Delete the rule
Tap Rules, then tap the options menu (…) next to the rule you want to remove and select Delete rule.
Base quorum members
The base quorum defines the pool of administrators eligible to approve a specific operation within a policy.Editing base quorum members
Navigate to the policy
Go to Settings, then Policies, and select the relevant policy (admin or vault).
Open the rule
Tap Rules, then tap the options menu (…) next to the rule you want to modify and select Edit rule.
Editing base quorum approvals
Sub-quorums
Sub-quorums add an additional security layer to a rule. They ensure an operation cannot be completed unless a specific number of approvals are received from a designated group (e.g., “2 approvals from the Legal Team”). Multiple sub-quorums can be added to any rule.Adding a sub-quorum
Navigate to the rule
Go to Settings, then Policies, select the relevant policy, tap Rules, and tap the options menu (…) next to the target rule and select Edit rule.
Select members and set threshold
Select members from the base quorum pool and tap Continue. Set the number of required approvals for this group and tap Continue.
Name and review
Enter a name and optional description for the sub-quorum. Review the details, adding more sub-quorums if needed.
Editing sub-quorum details
Administrators can update the name or description of an existing sub-quorum.Navigate to the rule
Go to Settings, then Policies, select the relevant policy, tap Rules, and tap the options menu (…) next to the parent rule and select Edit rule.
Open sub-quorum settings
Scroll down to the sub-quorum section. Tap the options menu for the sub-quorum and select Edit details.
Editing sub-quorum members
Navigate to the rule
Go to Settings, then Policies, select the relevant policy, tap Rules, and tap the options menu (…) next to the parent rule and select Edit rule.
Open member settings
Scroll down to the sub-quorum section. Tap the options menu for the sub-quorum and select Edit approvers.
Editing sub-quorum approvals
Navigate to the rule
Go to Settings, then Policies, select the relevant policy, tap Rules, and tap the options menu (…) next to the parent rule and select Edit rule.
Open approval limit settings
Scroll down to the sub-quorum section. Tap the options menu for the sub-quorum and select Edit approval limit.
Deleting a sub-quorum
Navigate to the rule
Go to Settings, then Policies, select the relevant policy, tap Rules, and tap the options menu (…) next to the parent rule and select Edit rule.
Delete the sub-quorum
Scroll down to the sub-quorum section. Tap the options menu for the sub-quorum and select Delete sub-quorum.

