How to Create a Rule
1 min
step 1 navigate to the policy page in your workspace and click + add rule 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 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