Presentation & Access
| Customisable to match your organisation's visuals | Standalone access or single sign-on (SSO) through your corporate directory |
| Policies and delegations can be in local languages | Default interface in English (translations possible) |
Policies
| Easily create and edit policies in visual editor | Export policies in PDF format |
| Include financial and non-financial categories and authorities in your policies |
Authorities
| Easily create and edit authorities in visual editor | Attach hard limits to authorities in a currency or as a percentage |
| Designate authorities as 'responsible' if needed | Attach global observations and/or RACI notes to any authority |
| Enable users to see who has what authority with which limit | Mark authorities as delegatable or reserved |
Delegations
| Easily create first root delegation from any policy | Users can cascade their delegations up to delegated limit to their direct reports |
| Each individual delegation can be adjusted in real time | Grant, suspend or withdraw any delegation at any moment |
| Record user acceptance of their delegations | Enable users to temporarily reassign their delegations |
| Issue delegations in any currency | Limit further delegation of specific authorities to intended recipient only |
| Attach specific observations and/or RACI notes to any authority within any delegation | Export delegations in PDF format |
| Hide specific delegations from view by system users | Create role-specific template delegations for bulk assignment |
| Delegators and delegates can add optional comments when granting and/or accepting delegations | Users can only cascade delegations which they themselves have accepted |
Users
| Delegates receive delegations from their superiors and delegate to their direct reports | Delegates only see their own delegations and those they are able to delegate |
| Delegates only delegate authorities which they themselves possess up to their delegated limit | Auditors are able to review any delegation in the system but not change it |
| Create Committees which are able to delegate to individual users | Enable admin assistants to help out with delegations for other users |
Notifications
| Notify users on delegation granting, suspending and withdrawal | Alert delegates and delegators 30 days prior to delegation expiry |
| Remind users to accept delegation 7 days after its issue | Custom notifications possible |
Reports & Metrics
| Easily review global user, authority, delegation stats in the admin and auditor dashboards | Easily review individual delegations received, granted and accepted (including team members) in the delegate dashboard |
| Export full delegated authority matrix in Excel format | Custom reports possible |