> ## 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.

# Editing subquorums

> Modify subquorum membership and approval requirements.

You can modify subquorums to add or remove members, adjust quorum requirements, or change how subquorums relate to each other (AND vs. OR logic).

## When to edit subquorums

Consider editing when:

* **Team changes** — Someone joins or leaves the approval group
* **Role changes** — Someone's role changes; they should no longer be an approver
* **Approval speed** — Current requirements are too strict or too lenient
* **Business changes** — Your business structure changes (merge, reorganization)
* **Redundancy** — You have overlapping or duplicate subquorums

## Edit a subquorum

<Steps>
  <Step title="Open vault policies">
    Go to **Settings** > **Policies** > **Vault policy**.
  </Step>

  <Step title="Find the subquorum">
    Locate the subquorum you want to edit.

    <Frame caption="Vault policy overview with subquorums">
      <img src="https://mintcdn.com/deployment-4/lSVGGJ7Z6F9zIy7U/knowledge-base/images/screenshots/porto-policy-baseline.png?fit=max&auto=format&n=lSVGGJ7Z6F9zIy7U&q=85&s=36d0f0d8dbcb285a96847183fd5f1b28" alt="Vault policy screen showing subquorum list" style={{ maxWidth: "280px", height: "auto" }} width="828" height="1792" data-path="knowledge-base/images/screenshots/porto-policy-baseline.png" />
    </Frame>
  </Step>

  <Step title="Tap edit">
    Select **Edit subquorum** or the **pencil** icon.

    <Frame caption="Opening the subquorum editor">
      <img src="https://mintcdn.com/deployment-4/lSVGGJ7Z6F9zIy7U/knowledge-base/images/screenshots/porto-policy-edit-subquorum-1.png?fit=max&auto=format&n=lSVGGJ7Z6F9zIy7U&q=85&s=181baf89e34612a9b0854be49c75faa5" alt="Edit subquorum screen with member list" style={{ maxWidth: "280px", height: "auto" }} width="828" height="1792" data-path="knowledge-base/images/screenshots/porto-policy-edit-subquorum-1.png" />
    </Frame>
  </Step>

  <Step title="Modify membership">
    Add or remove members:

    * **Add:** Tap **Add member** and select a user
    * **Remove:** Tap **Remove** or **X** next to the member's name

    <Frame caption="Editing subquorum members">
      <img src="https://mintcdn.com/deployment-4/lSVGGJ7Z6F9zIy7U/knowledge-base/images/screenshots/porto-policy-quorum-members-2.png?fit=max&auto=format&n=lSVGGJ7Z6F9zIy7U&q=85&s=36ea4269f96c67d67c21cd11b46dfe4d" alt="Member editor showing current members and remove options" style={{ maxWidth: "280px", height: "auto" }} width="828" height="1792" data-path="knowledge-base/images/screenshots/porto-policy-quorum-members-2.png" />
    </Frame>
  </Step>

  <Step title="Adjust quorum requirement">
    Change how many approvers are needed:

    * From: "2 of 3"
    * To: "1 of 3" (faster) or "All" (stricter)

    <Frame caption="Changing quorum threshold">
      <img src="https://mintcdn.com/deployment-4/lSVGGJ7Z6F9zIy7U/knowledge-base/images/screenshots/porto-policy-edit-subquorum-2.png?fit=max&auto=format&n=lSVGGJ7Z6F9zIy7U&q=85&s=998c33556e709ba2238aa40595c7d0e0" alt="Quorum threshold selector showing 2 of 3 and other options" style={{ maxWidth: "280px", height: "auto" }} width="828" height="1792" data-path="knowledge-base/images/screenshots/porto-policy-edit-subquorum-2.png" />
    </Frame>
  </Step>

  <Step title="Rename if needed">
    You can update the subquorum name (e.g., "Treasury Committee" → "Finance & Operations").
  </Step>

  <Step title="Save changes">
    Tap **Save** or **Update subquorum**.
  </Step>

  <Step title="Submit policy changes">
    Tap **Submit policy** or **Apply changes**. The edited subquorum takes effect.
  </Step>

  <Step title="Approve if required">
    If policy changes require approval, the modification must be approved.
  </Step>
</Steps>

## Common edits

### Add a member

**Scenario:** New CFO joins; needs to be an approver.

**Action:**

1. Open Finance subquorum
2. Tap **Add member**
3. Select new CFO
4. Save changes

**Result:** New CFO is now part of the Finance subquorum; can approve operations.

### Remove a member

**Scenario:** Treasurer leaving; should no longer approve operations.

**Action:**

1. Open Finance subquorum
2. Find Treasurer in the member list
3. Tap **Remove**
4. Save changes

**Result:** Treasurer can no longer approve; approval quorum may adjust automatically.

### Adjust approval threshold

**Scenario:** Too many approvers required; approvals are slow.

**Before:** "3 of 5 Treasury Committee"
**After:** "2 of 5 Treasury Committee"

**Action:**

1. Open Treasury Committee subquorum
2. Change requirement from "3 of 5" to "2 of 5"
3. Save changes

**Result:** Approvals now require only 2 instead of 3; faster process.

### Change subquorum relationship

**Scenario:** Subquorum logic should change.

**Before:** Finance AND Risk (both must approve)
**After:** Finance OR Risk (either can approve)

**Action:**

1. Open vault policy
2. Find subquorum relationship section
3. Change from "AND" to "OR"
4. Save policy

**Result:** Operations now need approval from Finance OR Risk (not both).

## Member count adjustments

When you remove members, the quorum requirement may automatically adjust:

**Example:**

* **Before:** "2 of 3" members \{CFO, Controller, Treasurer}
* **Remove:** Treasurer
* **After:** Automatic adjustment to "2 of 2" (both CFO and Controller now required)

If this isn't what you want:

1. **Manually adjust the requirement** — Change "2 of 2" to "1 of 2" if that's preferable
2. **Or add a replacement member** — Add another treasurer to restore original structure

## Renaming subquorums

You can rename a subquorum for clarity:

**Before:** "SQ1"
**After:** "US Signatories"

Renaming helps users understand the subquorum's purpose without changing its function.

## Editing subquorum logic

For complex structures, you might change how subquorums combine:

**Before:** (Finance) AND (Risk) AND (Legal)

* All three groups must approve

**After:** (Finance) AND ((Risk) OR (Legal))

* Finance must approve, and either Risk or Legal must approve

This is more flexible — you don't need all three groups, just Finance + one specialist.

## Impact analysis

Before finalizing edits, consider the impact:

**Questions to ask:**

1. Will this speed up or slow down approvals?
2. Are any approval paths now impossible?
3. Are any approvers now redundant?
4. Will users understand the new structure?

## Communicating subquorum changes

When you modify a subquorum, notify affected users:

1. **What changed** — Which subquorum and what specifically changed
2. **Why** — Business reason for the modification
3. **Effective date** — When does it take effect?
4. **Impact** — How does this affect approval processes?
5. **Examples** — Show an example of an operation under the new structure

**Example notification:**

* "We're removing the Assistant Treasurer from the Finance subquorum (still have CFO and Controller)."
* "This changes 'all 3 must approve' to '2 of 2 must approve' — approvals will be faster."
* "Effective: January 10"

## Approval for subquorum edits

Modifying subquorums requires the same approval as creating them:

* **Approvers:** Based on your admin policy
* **Timing:** Edit takes effect after approval
* **Audit trail:** Changes are recorded showing before/after state

## Rolling back edits

If an edit causes problems:

1. **Revert to previous state** — Some systems allow rolling back recent changes
2. **Manual reversion** — Edit again to restore previous settings
3. **Notify users** — Explain the reversion and why

Document the reversion in your audit trail.

## Documenting subquorum changes

Record changes over time:

| Date         | Subquorum | Change                   | Reason           | Approved by |
| :----------- | :-------- | :----------------------- | :--------------- | :---------- |
| Jan 10, 2026 | Finance   | Removed Asst Treasurer   | Departed company | CFO         |
| Jan 5, 2026  | Risk      | Added Compliance Officer | New hire         | CEO         |
| Dec 20, 2025 | Finance   | Changed 3 of 3 to 2 of 3 | Speed approvals  | Board       |

This history helps you understand policy evolution.

## Best practices for editing subquorums

* **Make one change at a time** — Don't edit multiple subquorums simultaneously; hard to track impact
* **Test the impact** — Mentally trace operations through the new structure
* **Document the reason** — Record why the change was made
* **Communicate changes** — Notify all approvers of modifications
* **Review quarterly** — Check that subquorum structure still matches org structure
* **Keep it simple** — 3-4 subquorums is usually enough; more than that is hard to manage
* **Fallback paths** — Ensure there's always a way for operations to be approved, even if someone is unavailable