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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