Governance policies
Overview
Set up governance policies in Cobo Portal to define approval requirements for organizational operations.
Overview
Governance policies determine the approval rules under which an operation will be approved or rejected. Approval rules include auto rejection, auto approval, approval quorum, and customized workflow. Governance policies are categorized into five types: Members, Organizations, Wallets, Developers, and User Roles.Available governance policies
To see the full list of available governance policies, log into Cobo Portal, click the profile icon at the bottom left corner, and choose Organization. Then, click the Governance Policies tab, and click either of the Members, User Roles, Organization, Wallets, or Developers tabs to view the associated governance policies.The default approval rule for all governance policies requires approval from at least 50% of the organization’s Admin users. You can modify these approval requirements to better suit your organization’s needs.
Crucial operations
The following table lists crucial operations in Cobo Portal, and it is recommended to configure two or more Admins for their approval.| Category | Operation | Description |
|---|---|---|
| Members | Invite Members | Invite new members to your organization. |
| Change Members’ User Roles | Add or remove members’ user roles. For more details, refer to User roles and permissions. | |
| Organization | Edit Governance Policies | Edit governance policies for organizations. |
| Authorize App | Authorize Cobo Portal Apps. For more details, refer to step 5 in Browse and install apps. | |
| Change App Permissions | Change Cobo Portal Apps’ Permissions. For more details, refer to Update app settings. | |
| Change App Workflow | Change Cobo Portal Apps’ Workflow. For more details, refer to View and update approval workflows. | |
| Wallets | Manage Transaction Policies | Create, delete, or modify transaction policies to safeguard critical transactions. For more details, refer to Introduction to transaction policies. |
| Manage Addresses in Address List | Add or delete addresses in Address List. Examples of Address List include customized lists such as “whitelist” that you can select from when creating transaction policies. For more details, refer to Address list. | |
| Developers | Manage API Keys | Add or delete API keys or modify the IP whitelists for the API keys. For more details, refer to Manage API keys. |
| User Roles | Edit Custom User Roles | Modify custom user roles’ names, descriptions, and permissions. For more details, refer to User roles and permissions. |
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