Authority module guide

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 — the POA instrument itself, tracked by name, with every appointed attorney — joint, alternate, or substitute — recorded as its own Power of Attorney Agent, including agent, role, acceptance, and order of precedence. When the attorney is a firm, the individuals it names to sign join the same list as named representatives.
• Power of Attorney Limits — constraints placed on a POA, such as a monetary cap, a time window, or a co-signature requirement.
• Signing Authorities — who may execute documents on the organization’s behalf. A signing authority can carry Signing 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.
• Corporate Seals — the organization’s official seals, tracked by seal type, issued date, and custodian, with a status of issued or retired. This record moved here from the Governance module.

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, access group scoping limits records to entities within your assigned access groups.