Step 3 10 min

Set Default Policies for All Customers

Create policies that apply to every customer you provision.

Default Policies vs Customer Policies

Default policies are set by you (the partner) and apply to all customers you provision. Customers can also create their own policies on top of your defaults. Your defaults always run first.

Create a Default Policy

Default Policytypescript

await client.defaults.createPolicy({
  action: 'block',
  rules: {
    match: {
      pattern: ['\\b\\d{3}-\\d{2}-\\d{4}\\b'],
    },
  },
  priority: 5,
  description: 'Block SSNs for all customers',
});

List and Update Default Policies

Manage Defaultstypescript

// List all default policies
const policies = await client.defaults.listPolicies();

// Update a default policy
await client.defaults.updatePolicy(policyId, {
  priority: 3,
});

// Delete a default policy
await client.defaults.deletePolicy(policyId);

Provision a Customer Set Up Webhooks for Real-Time Events