πŸ’‘Editing the Default Policy

When you join Pemo, we apply a default policy to all four of our Approval Policies. The default policy is automatically set to "no approval required," but you can change this to create a blanket Approval Policy that works for you. Here are the steps to do this:

1) Manage Rules: In settings, click β€œManage rules” on the Approval Policy tiles.

2) Select Default Policy: Choose the default policy you want to edit by clicking "Edit" on the default policy tile

3) Modify Limits in the First Rule: Adjust the limits as needed.

4) Add Approvers: Assign the appropriate approvers to the policy.

5) Click β€œSave Changes”: Save your changes to update the policy.

Last updated