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Policies

Policies decide who approves each type of action in your organization. Open Organization and select the Policies tab. Actions are grouped into Members, Tokenization, Compliance, Documents, Treasury, and Settings. Each one shows who decides it:
  • Direct approvers: named people who can carry out the action on their own.
  • Decided by an approval group: the action needs that group’s approval.
  • Open to everyone: any member can carry it out.

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Delegate an action

1

Open the policy

On the Policies tab, select the action you want to change.
2

Choose who decides

Assign approvers, or delegate the action to a person or an approval group.
3

Save

Select Save changes, then apply them. Changing a policy usually needs approval from your governance group.
You can revoke a delegation at any time from the same place. Every action taken under a delegation records the delegation behind it, so the history always shows who acted and on whose authority.

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Token roles

When you list a token, you assign the people or groups who handle each step of its requests: A role can go to a person, an approval group, or another organization.

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Delegated requests

If another organization names yours on one of its tokens, for example as the operator, your organization workspace shows Delegated requests. It lists the requests on those tokens where your organization handles a step.

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Who can file requests in your name

For each token, select Operator settings on its row in Listed tokens to choose who may open issuance or redemption requests in your organization’s name.