Any changes to vault policies are subject to quorum approval per the default administrator policy or vault management policy (if one is configured). You will be prompted to submit biometric approval on your iOS device.
Quorum members
The base quorum defines the pool of members eligible to approve operations under a vault policy.Editing quorum members
1
Open the rule
Tap Rules, then tap the three-dot menu next to the rule you want to edit and select Edit rule.
2
Update the quorum members
In Edit rule, tap the Quorum is field, select the members who can approve operations under this rule, and tap Continue.
3
Save and submit
Tap Done to save the rule. Follow the prompts to submit biometric approval — quorum approval is required.
Base quorum approvals
The approval limit defines how many base quorum members must approve an operation before it can proceed.Editing quorum approvals
1
Open the rule
Tap Rules, then tap the three-dot menu next to the rule you want to edit and select Edit rule.
2
Set the approval count
In Edit rule, use the stepper under Number of approvals required to set how many quorum members must approve.
3
Save and submit
Tap Done to save the rule. Follow the prompts to submit biometric approval — quorum approval is required.
Sub-quorums
Sub-quorums add an additional layer of approval security. Each sub-quorum establishes a prerequisite: an operation cannot be completed without a preset number of approvals from the designated sub-quorum members. Administrators with vault management permissions can add as many sub-quorums as needed for each vault policy.Adding a sub-quorum
1
Open the rule
Tap Rules, then tap the three-dot menu next to the rule you want to edit and select Edit rule.
2
Start sub-quorum creation
In Edit rule, tap Add sub-quorum.
3
Select members
From the base quorum’s approver pool, select at least one member for the sub-quorum and tap Continue.
4
Set approval count
Set the number of approvals this sub-quorum requires and tap Continue.
5
Name and review
Give the sub-quorum a name and an optional description, then tap Finish.
6
Save and submit
Back in Edit rule, confirm the new sub-quorum, then tap Done. Follow the prompts to submit biometric approval — quorum approval is required.
Editing sub-quorum details
Administrators with vault management permissions may update a sub-quorum’s name and description if circumstances change.1
Open the rule
Tap Rules, then tap the three-dot menu next to the rule you want to edit and select Edit rule.
2
Open sub-quorum settings
Tap the three-dot menu next to the sub-quorum you want to edit and select Edit details.
3
Make changes
Update the Sub-quorum name or description as needed, then tap Finish.
4
Save and submit
Back in Edit rule, tap Done. Follow the prompts to submit biometric approval — quorum approval is required.
Editing sub-quorum members
1
Open the rule
Tap Rules, then tap the three-dot menu next to the rule you want to edit and select Edit rule.
2
Update members
Tap the three-dot menu next to the sub-quorum, select Edit members, then update the selected members and tap Continue.
3
Save and submit
Back in Edit rule, tap Done. Follow the prompts to submit biometric approval — quorum approval is required.
Editing sub-quorum approvals
1
Open the rule
Tap Rules, then tap the three-dot menu next to the rule you want to edit and select Edit rule.
2
Set the approval count
Tap the three-dot menu next to the sub-quorum, select Edit approval limit, choose the number of required approvers, and tap Save.
3
Save and submit
Back in Edit rule, tap Done. Follow the prompts to submit biometric approval — quorum approval is required.
Deleting a sub-quorum
1
Open the rule
Tap Rules, then tap the three-dot menu next to the rule you want to edit and select Edit rule.
2
Delete the sub-quorum
Tap the three-dot menu next to the sub-quorum and select Delete.
3
Save and submit
Back in Edit rule, tap Done. Follow the prompts to submit biometric approval — quorum approval is required.
Reset to default policy
You can reset a customized vault policy back to the default configuration at any time.1
Navigate to vault settings
Tap Vault policies on the vault settings menu and select the policy you want to reset.
2
Initiate reset
Select Reset to default policy and follow the prompts.
3
Confirm
Select Reset to default policy again and confirm that you want to reset.
4
Submit for approval
Tap Finish and review and follow the prompts to submit biometric approval — quorum approval is required.