Manage Policies

To edit existing Policies:

1. Log in to your Qredo Profile, navigate to the upper-left corner of the screen, and select your Profile icon.

2. Select the Workspace where you want to manage Policies.

3. Navigate to the Governance section from the panel to the left.

4. Open the three-dot Actions menu to the right of the Policy you wish to edit.

5. Select Save changes once you're done editing, authorize using the Qredo Signing App, and wait for the necessary approvals.

To apply existing Policies to a Portfolio, Vault, or Web3 Wallet:

1. Log in to your Qredo Profile, navigate to the upper-left corner of the screen, and select your Profile icon.

2. Select the Workspace with a Portfolio/Vault/Web3 Wallet you want to apply a Policy to.

3. Navigate to Holdings and either:

   • Open the three-dot Actions menu next to Governance and click Change Policies.

     or

   • Select a Vault/Web3 Wallet and perform the same action.

4. Apply a Policy according to your preference.

You can also see our video tutorial: