The first stage is the Build your Claude Code policy dialog. It opens automatically on your first visit, and you can reopen it anytime with the Choose template / Change template button in the editor toolbar.
The dialog has two steps: pick a starting point, then tune add-ons on top of it.
Pick one baseline. Each card shows a strictness bar (1–5) and a short tagline, and selecting one automatically pre-selects a recommended set of add-ons that you can adjust in step 2.
Starting point
Strictness
Best for
Includes
Startup
2
Fast-moving teams that want light guardrails with minimal friction
Blocks secrets and .env files, disables bypass-permissions mode, all MCP servers allowed
Start from scratch is rendered as a distinct dashed card. It begins with an empty policy so you can add only the settings you need, either via the add-ons in step 2 or directly in the editor.
Add-ons are small, composable presets that layer on top of your starting point. The header shows how many are currently selected, and a note reminds you which baseline they're layered onto. Toggle any add-on on or off to mix and match.
Conflicts are handled for you
If an add-on conflicts with your current selection (for example, Read-only mode vs. add-ons that allow shell execution), it's shown with a lock icon and disabled, with a short explanation of why. Remove the conflicting selection to re-enable it.
When you're happy with the baseline and add-ons, click Use this policy. The Policy Builder merges the starting point with every selected add-on and loads the result into the editor, where you can review and refine it.