Choose how to create a policy
Use Developer Portal when its forms cover your policy. For other supported configurations, including policies for other wallet types, nested conditions, adjustable limits, and conditional approvals, author JSON through the CLI. Both paths validate the policy before it can become active.Create policies in Developer Portal
Follow the form-based walkthrough to create, review, and activate a policy.
Author policies with JSON
Sign in with your developer account and submit advanced policies on beta.
Policy JSON reference
Define wallet selectors, conditions, and approval requirements.
Connect permissions to your application
For user-owned wallets, integrate consent and any adjustable settings or approval workflows. For app-owned wallets, enforce policies through server-side signing. Your backend can also manage approval roles, authorization scopes, and declared workflow settings using the server secret; these administration methods are separate from policy authoring.Integrate consent and adjustable limits
Let users grant standing access and choose their personal limits.
Integrate conditional approvals
Collect authenticated approvals or transaction signatures.
Enforce policies on app-owned wallets
Handle policy decisions when signing through the REST API.
Manage permissions from your backend
Assign approval roles and manage permitted workflow settings.
Test and publish
Test requests that should be allowed, denied, or sent for review before requesting production publication. As your policy changes, create new versions and verify their activation and consent behavior.Manage the policy lifecycle
Replace policies, control activation, and request production review.