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What are transfer rules?
What are transfer rules?
Jaden Arlene avatar
Written by Jaden Arlene
Updated over a week ago

Transfer rules has approval and permissions to ensure your transfer goes to the right person for visibility and approval.

Transfer rules allows admins and owners to set an approval hierarchy for all Vault users.


You can set rules based on the following:

  • Amount being sent

  • Role of user sending the transfer

  • Role or user who you want to approve the transfer

  • You can add up to 5 approval steps

Within each step you can select that all users in that step need to approve or only one user in that step can approve.

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