Important
The article is accessible to you as part of our New Policy Engine, which replaces the Transaction Authorization Policy (TAP). We are currently still updating the relevant documentation in the Help Center to reflect the recent changes to our New Policy Engine.
Overview
The Policy Editor, located in the Fireblocks Console, is a tool to manage your organization’s Policies. Access it from the Policies option in the left navigation panel. Before getting started, make sure you have reviewed About Policies and how to Create a Policy rule. You can also watch the video below:
Editing your Policies
You can use the Fireblocks Console to edit your active Policies by submitting rule changes for approval and publication.
Generally, changes to your Policy rules only apply to transactions submitted after the changes are approved. Transactions already in progress will have the Policy rules active at the time of submission applied to them. In some cases, such as with AML screening, the transaction may not reach your Policies instantly, so the new Policy rules would be applied instead.
Additionally, please note the following:
- Only your workspace Owner or other Admin-level users can edit your Policies.
- Policies can only be edited by one person at any given time.
- You are automatically timed out of the Policy Editor after 30 minutes of inactivity.
Viewing drafted changes
When editing a Policy, you can review the drafted rule changes. In the top-left corner, you can see if other Admins drafted changes in the same timeframe that may conflict with yours.
- Added rules appear with a green badge.
- Deleted rules are grayed out with diagonal stripes.
- Edited rules include a button to expand the rule to compare the old and new versions. Modified parameters are shaded in gray.
- Moved rules appear in their new position and are deleted from their old position.
Important
Only one user can edit a Policy at a time. If you don't exit the Policy Editor, your Owner and other Admins will be prevented from editing that specific Policy. To limit this possibility, you will be automatically timed out of the Policy Editor after 30 minutes of inactivity.
Editing a rule
You use the Policy Editor each time you edit or add a rule.
- In the Fireblocks Console, select Policies in the left navigation panel.
- Select the Policy type (e.g., Transfer or Contract Call), then select Edit policy.
- Hover over the rule you want to change, then select More Actions (...) > Edit.
- Change the rule's parameters as necessary, then select Save rule.
- Select Publish policy to submit your changes to the approval group assigned to Policy changes.
Deleting a Policy rule from a Policy draft
Follow the same steps above, but in Step 3, select More Actions (...) > Delete.
Note
To delete all drafted rules, select Discard changes at the top-right when editing the Policy. However, this deletes all drafted changes to the Policy, not just your drafted changes.
Loading a previous Policy as a draft
Once you have implemented multiple versions of your Policy, a new option appears that allows you to load your most recent previously approved Policy as a draft. Loading a previous Policy will open it as a draft in the Policy Editor. Then, your assigned approval group must approve restoring the policy.
Note
You can only restore your most recent Policy when no pending Policy changes are waiting for approval.
To restore your most recently approved version of a Policy:
- Under Policies, select the appropriate Policy type, then select Edit policy.
- Select Load previous policy.
- The previous Policy’s details appear. Select Load Policy.
- The previous Policy loads as a draft. Restoring your previous Policy will discard any unsubmitted Policy drafts. If restoring your previous policy returns any error or warning indicators, review them and make edits as needed.
- Publish your restored Policy.
Learn more about how to publish your Policy.