The Delegations settings page controls how delegations are issued, who they can be issued to, what automation applies to position-based delegations, and which delegation-related workflow actions are generated across your tenant.

Who can use this page

This page is available to users with administrative access to Settings and Account Settings.

How to access Delegations settings

1. In Aptly, open Settings.
2. Under Account Settings, select Delegations.
   

What you can manage

• Authority Types – enable/disable default authority types (Approval, Signatory) and create custom authority types for your governance model.
• Recipient Types – choose what recipient types are allowed (Personnel in Position, Position Only, Specific Personnel), plus position-change automation settings.
• Global Redelegation Limits – set tenant-wide caps on how much authority can be redelegated (by value type).
• Action Settings – configure which delegation workflow actions are generated (Requests, Acceptance, Decision Role Acknowledgement, Approval).
• Module Settings – configure delegation documents and the delegation pathway visualization.

Recommended next steps

• Authority Types
• Recipient Types & Position Automation
• Global Redelegation Limits
• Action Settings (Requests, Acceptance, Approval, Acknowledgement)
• Documents and Delegation Pathway