PrimeVault
  • PrimeVault Introduction
  • PrimeVault Suite of Products
  • Getting Started
    • Setting up your account
      • Multi-Entity Support
    • Setting up your mobile app
  • Setting up Vaults
    • Core Vaults
    • Exchange Vaults
    • Gas Vaults
  • Whitelisting an address
  • Conducting transfer operations
  • Executing trades using Smart Trade
  • Accessing DeFi
    • DeFi for Near Ecosystem
  • Recovering your Account
  • Policy Templates
    • Adding a new Policy Template
    • Creating a new Vault using Templates
    • Editing a Policy Template
    • Changing Template attached to a Vault
  • Additional Support
  • Block confirmations for incoming transaction
  • Settings
    • Whitelisted Assets
    • Webhooks
    • IP Whitelisting
    • Vault Backup and Recovery
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  1. Policy Templates

Adding a new Policy Template

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Last updated 10 months ago

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