Creating a Policy

Policies define which actions members are allowed to execute on behalf of a vault (Safe). Policies are enforced onchain by the Zodiac Roles Modifier.

1. Open the Policies page

In the Zodiac app, select Policies from the sidebar.

2. Create a policy

Click Create policy to begin.

3. Configure base settings

Set the foundation of the policy:

• Name: A descriptive label (for example, “Treasury Ops” or “Swapper”).
• Vaults: Select which vaults the policy applies to. (A policy can span multiple vaults.)
• Members: Assign addresses that will have permission to execute actions under this policy.

4. Add allowed actions

Open the Actions section and click Add action.

5. Choose an action type

Select from the available action templates:

• Swap: Allow token swaps through CowSwap. Configure which tokens can be swapped and optional limits.
• Transfer: Allow token transfers to specified recipients. Scope by token, amount, or destination.
• DeFi: Pre-configured permissions for common DeFi protocols like Aave, Spark, or Lido. Select the protocol and configure allowed operations.
• Custom: Define permissions for any dapp by recording actions using Pilot.

Multiple actions can be combined into a single policy to define a complete permission set.

6. Apply the policy

Click Apply Changes to deploy the policy onchain. This submits a transaction that updates the Roles Modifier with your permissions.

Once applied, members can execute actions that satisfy the policy without additional signer approval.