All organization-level operations follow the default administrator policy unless administrators customize settings per operation type: User management, Trusted destination, Vault, and API management operations.
Any changes to administrator policies are subject to quorum approval according to the policy in place. You will be prompted to submit biometric approval on your iOS device.
Viewing and editing administrator policies
To access administrator policies, tap the Settings icon, then tap Administrator policy and select the policy to edit.
Base quorum members
The base quorum defines the pool of administrators eligible to approve operations under the administrator policy.
Editing base quorum members
Navigate to Administrator policy
Go to Settings, tap Administrator policy, and select the policy to edit.
Open Edit approvers
Tap the three dots next to the base quorum and select Edit approvers.
Make changes and submit
Select Edit approvers, make the necessary changes, and follow the prompts. Tap Finish and review and complete biometric approval — quorum approval is required.
Base quorum approvals
The approval limit defines how many base quorum members must approve an operation before it can proceed.
Editing base quorum approvals
Navigate to Administrator policy
Go to Settings, tap Administrator policy, and select the policy.
Open Edit approval limit
Tap the three dots next to the base quorum and select Edit approval limit.
Set the approval count
Select Edit approval limit, choose the number of required quorum approvers, and tap Save.
Submit for approval
Tap Finish and review and follow the prompts to submit biometric approval — quorum approval is required.
Sub-quorums
Sub-quorums add an additional layer of approval security. Each sub-quorum establishes a prerequisite: any operation falling under the policy cannot be completed without a preset number of approvals from the designated sub-quorum members.
Administrators can add as many sub-quorums as needed for each account-level policy.
Adding a sub-quorum
Navigate to Administrator policy
Go to Settings, tap Administrator policy, and select the policy.
Start sub-quorum creation
Tap Add sub-quorum and follow the prompts.
Select members
Select Add sub-quorum. From the base quorum approval pool, select the sub-quorum members and tap Continue.
Set approval count
Set the number of approvals required from the selected sub-quorum members and tap Continue.
Name and review
Give the sub-quorum a name and an optional description. Review the sub-quorum details, adding more sub-quorums if needed.
Submit for approval
Tap Finish and review and follow the prompts to submit biometric approval — quorum approval is required.
Editing sub-quorum details
Administrators may update a sub-quorum’s name and description if circumstances change.
Navigate to the policy
Go to Settings, tap Administrator policy, and select the policy.
Open sub-quorum settings
Tap the three dots next to the sub-quorum you want to edit and select Edit details.
Make changes
Tap Edit details, make the necessary adjustments, and tap Complete.
Submit for approval
Tap Done and follow the prompts to submit biometric approval — quorum approval is required.
Editing sub-quorum members
Navigate to the policy
Go to Settings, tap Administrator policy, and select the policy.
Open member settings
Tap the three dots next to the sub-quorum you want to edit and select Edit approvers.
Update members
Select Edit approvers, make the necessary changes, and follow the prompts.
Submit for approval
Tap Done and follow the prompts to submit biometric approval — quorum approval is required.
Editing sub-quorum approvals
Navigate to the policy
Go to Settings, tap Administrator policy, and select the policy.
Open approval limit settings
Tap the three dots next to the sub-quorum you want to edit and select Edit approval limit.
Set the approval count
Select Edit approval limit, choose the number of required approvers, and tap Save.
Submit for approval
Tap Done and follow the prompts to submit biometric approval — quorum approval is required.
Deleting a sub-quorum
Navigate to the policy
Go to Settings, tap Administrator policy, and select the policy.
Open sub-quorum settings
Tap the three dots next to the sub-quorum you want to delete and select Delete sub-quorum.
Confirm deletion
Select Delete and confirm that you want to delete the sub-quorum.
Submit for approval
Tap Done and follow the prompts to submit biometric approval — quorum approval is required.
Reset to default policy
You can reset a customized administrator policy back to the default configuration at any time.
Open the policy
Tap the policy you want to reset.
Initiate reset
Select Reset to default policy and follow the prompts.
Confirm
Select Reset to default policy again and confirm that you want to reset.
Submit for approval
Tap Finish and review and follow the prompts to submit biometric approval — quorum approval is required.
