Matrix Management

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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

Together, they support auditability, transparency, and structured delegation governance.

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🧭 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.

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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

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🛠️ Authority Matrix

The Authority Matrix shows real-time delegation status across your org.

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

This matrix is continuously updated as delegations are created, updated, suspended, or revoked.

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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.

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🔁 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.

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🛡️ Role-Based Access Control

Matrix access is governed by user roles and permissions.

🔐 All matrix visibility and interaction is permission-controlled and audit-logged.

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🧭 Related Pages

• Delegation Lifecycle →
• Delegation Approvals →
• System Settings →
• Roles & Permissions →