Note
Automation is a premium feature that requires an additional purchase. If you don’t have access to this feature, contact your Customer Success Manager to discuss having it enabled in your Fireblocks workspace.
Automation rule actions are initiated by the automation user. Therefore, you must configure a Policy rule that allows the automation rule user to initiate transactions.
- In the Fireblocks Console, go to Settings > Transaction Policy.
- Select Edit policy.
- On the Policy editor page, select + on the policy's header to create a new rule.
- When building the rule, select Automation user as your Initiator and choose your Co-Signer as the Designated Signer.
- Alternatively, you can add the automation user to an existing group of authorized initiators instead of as a standalone initiator.
- Select Add rule. The rule appears in your policy. If necessary, use the up and down arrows on the policy's left side to change the rules' order in accordance with the first-match principle.
- Select Publish, review your changes, and then select Publish policy to submit the changes to your Admin Quorum and Owner, or assigned approval group, for approval.