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Only admins and owners of an account can add new policy templates.
To add a new template
  • Head over to the Policies tab
  • Click on the + Template button
  • The setup for a template remains similar to that of a Vault
    • Name the template
    • Add Owners and Viewers. These users will automatically have access to the Vaults that use this template.
    • Setup policies
    • Review and submit
Demo for adding a new policy template: https://www.loom.com/share/daa0ce97bf2145389698bea7c0559d78?sid=5c1246c9-89c0-4125-b46b-6149aa7fcc02