Adding a new Policy Template

Only admins and owners of an account can add new policy templates.

To add a new template

• Head over to the Policies tab

• Click on the + Template button

• The setup for a template remains similar to that of a Vault

  • Name the template

  • Add Owners and Viewers. These users will automatically have access to the Vaults that use this template.

  • Setup policies

  • Review and submit