Skip to main content
Step 1: Navigate to the Policy page in your workspace and click + Add Rule. Image Step 2: Enter a Rule Name. Choose something descriptive (e.g., “Bitcoin Testnet Transfer Policy”). Names must be unique; the system rejects rules whose combined parameters are identical to an existing rule. Image Step 3: Select Vaults. Choose the source vault(s) or vault group(s) this rule applies to. You can select individual vaults, exchange accounts, gas vaults, or a pre-configured vault group. Step 4: Select Action. Choose the transaction type: Transfer, Trade, On-Ramp, Off-Ramp, Mint, Burn, Contract Call, or View. Step 5: Select Creators. Choose which users are permitted to initiate transactions under this rule. Step 6: Select Signers. Choose which users are eligible to approve transactions. Approval thresholds are set in Frequency Actions. Step 7: Select Counterparty (optional). Restrict which destinations are permitted. Leave blank to allow all contacts. Step 8: Select Asset (optional). Filter by a specific token or coin. Leave blank for all assets. Step 9: Select Chain (optional). Filter by blockchain network. Leave blank for all chains. Step 10: Select Spend Denomination. Choose Native (token units) or Fiat (USD equivalent) for spend limit calculations. Step 11: Configure Frequency Actions. Select a time window (Per Transaction, Daily, etc.), then add one or more actions (Approve with thresholds, or Block). Stack multiple actions in ascending amount order for tiered controls. Step 12: Click Save Rule. The rule becomes active immediately. Image