Docs / How-to guides
Set rules
Make a folder or file canon (changes need approval) or open (written directly), and choose how many people must approve.
Only an owner can set rules, in the web app. What rules mean: Canon, open and rules.
Add or change a rule
- Open the vault, then Settings, Rules.
- Under Add or change a rule, fill in:
- Path or folder: a folder ends in
/, likeclients/; a file is its full path, likepricing.md. - Policy: Canon or Open.
- Approvals: for canon, how many different people must approve a change, from 1 to 20.
- Path or folder: a folder ends in
- Choose Save rule.
Saving a rule for a path that already has one replaces it. The change is logged.
Check what applies
Under What applies to a path?, type any path, like clients/acme/brief.md, and choose Check. The page says whether it is canon or open, which rule decides (or the vault default), and how many approvals a change needs.
Remove a rule
Choose Remove next to it. The path then follows the next rule up, or the vault default.
Change the vault default
The default for paths without a rule is on Settings: pick open or canon and save, then confirm.
Examples
| Rule | Effect |
|---|---|
clients/ canon, 1 approval |
anything under clients/ needs one person's approval |
clients/acme/notes/ open |
Acme's notes can be written directly, though clients/ is canon |
pricing.md canon, 2 approvals |
the price list needs two different people |
Proposals already open keep waiting. Each approval counts against the rule in force at that moment, so a changed quorum applies from the next approval.
For agents: this page as Markdown, and every page at /llms.txt.