Policy Templates let you configure and use pre-configured policies for governing transaction approvals and authorization. A template may be attached to any number of vaults, but each vault can only be assigned one template. All transactions originating from a vault follow the policy rules specified in the template attached to the vault.

During the migration phase, both the legacy Templates system and the new Rules Engine are active simultaneously. Templates continue to enforce approvals while teams validate that their new rules are correctly configured. Once a team confirms their rules match their templates, the platform switches to using the rules engine exclusively.

New workspaces created after the migration window will use the Rules Engine only. Legacy templates will be deprecated once all existing accounts have migrated.

Please reach out to the PrimeVault team to begin your onboarding.

Example Rule: Transfer Policy

[Legacy] Policy Templates

Adding a new Policy Template

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