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.
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. | |
Organization | Edit Governance Policies | Edit governance policies for organizations. |
Authorize App | Authorize App | |
Change App Permissions | Change App Permissions | |
Change App Workflow | Change App Workflow | |
Wallets | Manage Transaction Policies | Create, delete, or modify transaction policies to safeguard critical transactions. |
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. | |
Developers | Manage API Keys | Add or delete API keys or modify the IP whitelists for the API keys. |
User Roles | Edit Custom User Roles | Modify custom user roles’ names, descriptions, and permissions. |
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