Overview
Aptly provides matrix-based views to define and manage who can decide what, across every level of your organization. There are two key matrix types:- Decision Matrix – Defines what decisions exist and how authority can be granted
- Authority Matrix – Shows who currently holds each authority and how it was granted
🧭 Decision Matrix
The Decision Matrix forms the policy backbone for your delegation framework. Each row defines:- A Decision name and description
- A Category and Section (e.g., Finance → Spending, Legal → Contracts)
- Authority types: Approval, Signatory, % thresholds, Value limits
- Delegability rules (can it be cascaded?)
- Whether approval is required for delegation
- Optional conditions or pathways (e.g., Board approval required)
Created by System Admins, Compliance Leads, or Governance Teams to reflect policy and operational standards.
Common Use Cases
- Codify Board- or policy-approved authorities
- Document what decisions require oversight or approval
- Create a clear, queryable map of your organizational control framework
🛠️ Authority Matrix
The Authority Matrix shows real-time delegation status across your organization. It dynamically displays:- Who holds each authority
- How the authority was granted (root or cascaded)
- Limits (amount, time, scope, delegability)
- Approval status for each delegation
- Delegation chain — who delegated to whom
Key Features
- Filter by decision, group, authority type, or user
- Trace delegation lineage with full visibility
- Export to CSV or PDF for audits or board review
- Identify gaps or overlaps in decision rights
🔍 Ideal for audit teams, compliance officers, and business leaders who need clear accountability.
🔁 Matrix Versioning
Every matrix in Aptly supports versioning and historical views. You can:- View matrix data as of any date in time
- See when changes occurred and who made them
- Reconstruct historical delegation paths during audits
This ensures full traceability — critical for regulated industries and internal governance reviews.
🔐 Permissions
Matrix access is controlled by roles and fine-grained permissions.| Permission | Grants ability to… |
|---|---|
create_matrices | Create a new matrix |
view_matrices | View all tenant-level matrices |
edit_matrices | Edit existing matrices |
archive_matrices | Archive or restore matrices |
delete_matrices | Permanently delete matrices |
share_matrices | Share a matrix with users or groups |
view_history_matrices | View version history for matrices |
change_owner_matrices | Reassign matrix ownership |
| Group/User/Owner variants | Scoped access for shared or owned matrices |
Roles like System Admin, Global Authority Manager, and Group Authority Manager include broad matrix permissions.
Users without appropriate scope (tenant vs group) can only interact with matrices explicitly shared with them.
🧾 Related Pages
Want help building your first delegation matrix or importing your existing framework?
Contact [email protected].
Contact [email protected].