Create policies

Make sure your internal processes are directly replicated into your Dfns org.

This feature is available starting from our Basic plan. For more details see our pricing page.

Policies are a programmable set of safeguards behind all actions on the Dfns infrastructure. You can configure them to validate actions taken in your organization.

For more details, please read the dedicated section: Policy Engine

Follow this tutorial in a video!

Tired of reading? Head to the end of the page to see a video demo of this tutorial!

In this example, we are going to control transactions whitelisting specific recipient addresses, and requiring approvals for others.

1

Create a new Policy

On the dashboard, head to Org > Policies (direct link: https://app.dfns.io/v3/org/policies) and click New Policy.

2

Select the targeted activity

What should the policy apply on?

For our example, select "Wallet usage (transfer, transaction, signature)"

3

Select the criteria to evaluate

In which case should the policy trigger?

For our example, select "Transaction recipient whitelist", then click Configuration and paste the whitelisted destination wallet address. All transactions to this wallet address will go through, while all others will trigger the policy.

4

Select the action to take

When a transaction triggers the policy filters, then there are different actions you can take.

In our case, we'll request approval from another employee. Select "Request Approval", and add an "Approver" group, with a quorum of 1, then click "Any Employee" and select the employee who should approve the transaction.

The user triggering the action can never approve it himself. Make sure the approvers are not the same users who will issue the requests!

5

Finish the configuration

Hit "Continue", give a name to your policy, and keep going until you get to the Summary.

Click Save and 🔑 sign the request with your passkey.

From there, your organization is already well configured, you are good to start really using Dfns! Next step is to create wallets and use them!

Depending on what you want to do, you can use different routes here:

  • Keep using the dashboard, create wallets that you (or your team) will manage manually:

Using the dashboard: create your first wallet
  • Integrate Dfns into your own application and manage wallets programmatically:

Start building: login & create a wallet via API
  • Offer non-custodial wallets to your customers:

Non-custody 1/2: Dfns API using a service account

New! Follow this tutorial in a video!

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