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.
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 Policies in the left navigation panel, then select a Policy type.
- Add or edit a rule in the Policy Editor.
- 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 policy, review your changes, then submit the changes to your Admin Quorum and Owner, or assigned approval group, for approval.