Setting Up a Multi-Approver Vault for High-Security Transactions

some funds require more than one person to move them whether you're managing treasury reserves, holding funds on behalf of clients, or simply want a check on large outflows, primevault lets you configure a vault that requires multiple independent parties to approve before any transaction executes when to use this this setup is ideal when you need separation of duties for example, an internal treasury officer plus an external auditor, or a custodian holding approval rights as a neutral party no single person can move funds alone step 1 create a policy template go to policy templates and start a new template give it a name that reflects its purpose (e g "high value treasury vault") step 2 add your signers as vault owners under add owners, add the specific users whose approval you want to require along with any other users as well viewers can see all vault balances, pending transactions, and transaction history but cannot create or approve transactions be deliberate about who you add as a viewer, especially for sensitive treasury vaults only grant viewer access to parties who have a legitimate need for read only visibility step 3 set the transfer limit policy under policies → transfer limit, configure spend limit set to $0 if you want every transaction to require approval, or a threshold (e g $10,000) if smaller transactions can flow freely action select additional approvals number of approvals set this to match how many of your signers must approve for a 2 party setup (e g escrow + auditor), set this to 2 step 4 apply to your vault complete the template setup and apply it to the relevant vault from this point, any transaction that hits the threshold will be held pending until all required parties have signed off in primevault policy setup notes the approval count applies to all users in the vault owners list if you add 5 users and require 3 approvals, any 3 of those 5 can approve add only the users who must approve every transaction for this setup, that means 3 users one from your org, your escrow party, and your auditor