> ## Documentation Index
> Fetch the complete documentation index at: https://docs.anchorage.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Team & policies

> Manage users, roles, and administrator and vault policies from the web dashboard.

## Team management

Navigate to **Settings**, then **Team** to manage users in your organization.

### Adding a user

<Steps>
  <Step title="Start enrollment">
    Click **Add user**.
  </Step>

  <Step title="Select a role">
    Choose the role this user will have in your organization, then click **Next**.
  </Step>

  <Step title="Assign vault policies">
    For users with the Administrator or Operator role, select the vault policies to assign them to. The user will be added to every vault those policies apply to. Click **Next**.
  </Step>

  <Step title="Set permissions">
    Review the user's roles and privileges. For each selected vault policy, set whether the user can **Initiate and approve operations** or **Initiate only**. Click **Next**.
  </Step>

  <Step title="Send invitation">
    Enter the user's email address and press **Submit**. The user will be added to your organization once they complete enrollment on their phone and the operation is approved.
  </Step>
</Steps>

<Note>
  Users with Initiate and approve permissions still need to be added to a policy's approval rules to approve specific operation types.
</Note>

### Removing a user

Select the options menu for a user and click **Remove** to remove them from the organization.

### Viewing user details

Click on a user on the Team page to view their email address, date added, roles, and assigned policies.

## Roles

Navigate to **Settings**, then **Roles** to review the roles and permissions across your organization. Click **Download structure** to export a report of each user's roles and permissions. Select any system role to see its details and the list of users assigned to it.

## Administrator policy

Navigate to **Settings**, then **Policies** to view the administrator policy. Select **Admin policy** to view details. To make changes, click **Edit policy** or use the iOS app.

### Managing administrator policy rules

Select the **Rules** tab to view all existing rules within the policy. You can add, edit, or delete rules from this view.

* **Add or edit a rule:** Select the options menu on a rule and click **Edit rule**. By default, all organization-level operations follow the **Any admin operations** rule. Administrators can override this with specific rules for User, Trusted destination, Vault, and API management.
* **Delete a rule:** Deleting a rule for a specific operation resets that operation to the default **Any admin operation** rule.

<Note>
  Any changes are subject to quorum approval according to the policy in place. You will be prompted to submit biometric approval on your iOS device.
</Note>

### Managing administrator policy users

Select the **Users** tab to view all users within the policy. Click **Edit users** to add users, edit their permission level, or remove existing users.

* Adding a user with **Initiate and approve** permissions adds them as an approver of the default **Any admin operation** rule.
* Demoting a user from **Initiate and approve** to **Initiate only** removes them from all rules.

## Vault policies

Navigate to **Settings**, then **Policies** to view vault policies. Select a vault policy to see its details. Changes can be made by selecting **Edit policy** or through the Anchorage Digital iOS app.

### Managing vault policy rules

Select the **Rules** tab to view all existing rules. All vault-level operations follow the **Any vault operations** default rule unless administrators add rules specific to an operation type: withdraw, staking, vault, and governance operations.

* **Add or edit a rule:** Select the options menu on a rule and click **Edit rule**.
* **Delete a rule:** Deleting a rule resets that operation to the **Any vault operation** default rule.

### Managing vault policy users

Select the **Users** tab to view all users within the policy. Click **Edit users** to add users, edit permission levels, or remove users.

* Adding a user with **Initiate and approve** permissions adds them as an approver of the **Any admin operation** default rule.
* Demoting a user to **Initiate only** removes them from all rules.

### Assigning vaults to a policy

A vault policy can be assigned to one or more vaults. Any changes to a policy's rules, users, or permissions apply equally to all vaults it is assigned to. Select the **Assigned vaults** tab and click **Assign vaults** to assign the policy to additional vaults.

### Changing the policy assigned to a vault

You can change the policy assigned to a vault in two ways:

1. Go to **Settings**, edit a policy, and assign it to the vault.
2. Go to **Dashboard**, enter a vault, go to **Settings**, scroll down, and select **Change policy**. Then select an existing policy or create a new one specifically for that vault.
