Set up and update transaction policies

This article describes how to set up and update transaction policies after the installation of Cobo Portal Apps.

1. Log into Cobo Portal.

2. Click in the main menu to open the Apps page.

3. In the All Apps section or the Installed Apps section, click on an app to open the App Management page.

   

4. On the App Management page, switch to the Transaction Policies tab.

   
   If you install an app but have not set up transaction policies, there is a reminder message on both the Apps page and the app overview page. These reminders can redirect you to the Transaction Policies tab.

5. On the Transaction Policies tab, you can view the transaction policies applicable to the app. If a transaction policy is applicable to the app, it means the app is one of the conditions of the transaction policy, or the transaction policy is relevant to the wallets you allow the app to access.

   Different apps might have different default transaction policies.
   
   • To create a new transaction policy for the app, click Create Policy and choose Token Transfer to open the Create Transfer Policy page, or choose Contract Call to open the Create Contract Call Policy page. There you can create new transaction policies with conditions applied specifically to this app or any app as the transaction initiator. For how to set up transaction policies, see Introduction to transaction policies.
   • To adjust the priorities of the transaction policies, click Adjust Priorities to open the Adjust Priorities page.
   • To view the details of a transaction policy, click .
   • To manage a transaction policy, click in the Operation column and select the corresponding action such as Transactions, Revisions, Edit, and Delete.