Manage Policies

Policies define governance rules for your organization. This section covers policy creation and management, policy groups, and policy versioning.

Policies

• Create, read, update, and delete policies
• Manage policy status (draft, active, archived)
• Define conditions and actions
• Restore archived (deleted) policies

Policy Groups

• Organize policies by vault type
• Add and remove policies from groups
• Manage group membership

Policy Versioning

• Track policy versions over time
• Create new versions when policies change
• Audit trail for policy evolution

Related Topics

• Manage Policy Approvals — Policy approval workflows
• Manage Transactions — Transaction submission and approvals

API Reference

For complete API documentation including endpoints, request/response examples, and code samples:

• List all policies — GET /api/v1/policies
• Create a new policy — POST /api/v1/policies
• Get policy by ID — GET /api/v1/policies/{id}
• Update policy — PUT /api/v1/policies/{id} / PATCH /api/v1/policies/{id}
• Delete policy — DELETE /api/v1/policies/{id}
• Update policy status — PATCH /api/v1/policies/{id}/status
• Get policy versions — GET /api/v1/policies/logical/{logicalId}/versions
• Create new policy version — POST /api/v1/policies/{id}/versions
• List all policy groups — GET /api/v1/policy-groups
• Create a new policy group — POST /api/v1/policy-groups
• Add a policy to a group — POST /api/v1/policy-groups/{groupId}/policies/{policyId}
• Remove a policy from a group — DELETE /api/v1/policy-groups/{groupId}/policies/{policyId}
• Get policy group by ID — GET /api/v1/policy-groups/{id}
• Update a policy group — PUT /api/v1/policy-groups/{id}
• Delete a policy group — DELETE /api/v1/policy-groups/{id}
• List archived policies — GET /api/v1/policies/deleted
• Restore archived policy — POST /api/v1/policies/logical/{logicalId}/restore

Manage Policies

Policies define governance rules for your organization. This section covers policy creation and management, policy groups, and policy versioning.

Policies

• Create, read, update, and delete policies
• Manage policy status (draft, active, archived)
• Define conditions and actions
• Restore archived (deleted) policies

Policy Groups

• Organize policies by vault type
• Add and remove policies from groups
• Manage group membership

Policy Versioning

• Track policy versions over time
• Create new versions when policies change
• Audit trail for policy evolution

Related Topics

• Manage Policy Approvals — Policy approval workflows
• Manage Transactions — Transaction submission and approvals

API Reference

For complete API documentation including endpoints, request/response examples, and code samples:

• List all policies — GET /api/v1/policies
• Create a new policy — POST /api/v1/policies
• Get policy by ID — GET /api/v1/policies/{id}
• Update policy — PUT /api/v1/policies/{id} / PATCH /api/v1/policies/{id}
• Delete policy — DELETE /api/v1/policies/{id}
• Update policy status — PATCH /api/v1/policies/{id}/status
• Get policy versions — GET /api/v1/policies/logical/{logicalId}/versions
• Create new policy version — POST /api/v1/policies/{id}/versions
• List all policy groups — GET /api/v1/policy-groups
• Create a new policy group — POST /api/v1/policy-groups
• Add a policy to a group — POST /api/v1/policy-groups/{groupId}/policies/{policyId}
• Remove a policy from a group — DELETE /api/v1/policy-groups/{groupId}/policies/{policyId}
• Get policy group by ID — GET /api/v1/policy-groups/{id}
• Update a policy group — PUT /api/v1/policy-groups/{id}
• Delete a policy group — DELETE /api/v1/policy-groups/{id}
• List archived policies — GET /api/v1/policies/deleted
• Restore archived policy — POST /api/v1/policies/logical/{logicalId}/restore