Authority

The Authority module documents who is authorized to act for your organization — and the proof behind that authority. It answers questions like “who could sign this agreement?” and “did this person have authority on that date?” Each record points to the document that established the authority.

What Authority tracks

Open Authority from the left navigation. The module tracks several kinds of authority, each as its own record type:

• Powers of Attorney — legal POAs your organization has granted to agents, including scope and duration.
• Signing Authorities — who may execute documents on the organization’s behalf. A signing authority can carry authority limits (dollar or scope caps) as nested records.
• Delegations of Authority — formal delegation of decision-making power from one party to another.
• Agent Authorizations — designated representatives for regulatory or external dealings.

Adding a record

Creating or editing authority records requires Editor access to the Authority module.

1. Open the record type you need from the Authority section and click New.
2. Fill in the form — who holds the authority, its scope, and effective dates.
3. Click Save, then open the record to attach the governing document and set any reminders.

Who can access authority records

• Viewing requires access to the Authority module.
• Creating or editing requires Editor access.

On Enterprise plans, organizational unit (OU) scoping limits records to entities within your assigned OUs.