Set up Transaction Policy
Log in to Qredo and navigate to the Workspace you want to set up a transaction policy in.
Select the Governance section from the left-hand menu and click Create Policy.
Name the Transaction Policy according to your preference.
Under Policy Members, select Add Members to add the preferred Workspace members to this Policy. These members will be prompted to Approve all transactions within a Portfolio, Vault, or Web3 Wallet when applied to it.
Set the preferred threshold for this Policy. This number decides how many members will be required to approve of a transaction before it can take place.
Select Create Policy.
To edit a Transaction Policy, find it under Governance, open the three-dot Actions menu to the far end of its row, and select Edit Transaction Policy.
Each Workspace has an Admin Policy, which governs actions such as:
Workspace Admin management
Transaction Policy edits
Admin Policy edits
Set up Admin Policy
Admin Policies are automatically created with each new Workspace - there can only be one per Workspace.
To edit an Admin Policy, find it under Governance, select the three-dot icon at the far end of its row, and select Edit Admin Policy.
You can also see our video tutorial: