Creating a Policy

Policies define which actions members can execute on behalf of your Safe. Each policy is enforced onchain by the Zodiac Roles Modifier.

1. Navigate to the Policies tab

Open the Zodiac App and select the Policies tab from the sidebar.

2. Click Create Policy

Click Create Policy to start configuring a new policy.

3. Configure base settings

Define the policy foundation:

• Name: Give the policy a descriptive name (e.g., “Treasury Ops” or “Swapper”).
• Vaults: Select which Safe accounts this policy applies to. A policy can span multiple vaults.
• Members: Assign addresses that will have permission to execute actions under this policy.

4. Add actions

Open the Actions tab and click Add Action to define what the policy allows.

5. Choose 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-built 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 transactions in Pilot.

Add multiple actions to a single policy to create a complete permission set.

6. Apply changes

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 any action that satisfies the policy without additional signer approval.