Quickstart: Creating and Delegating Decisions
This guide walks you through the core workflow in Aptly:1. Create a Decision → 2. Delegate it to the appropriate users.
🛠️ Aptly enables structured delegation of authority at scale — all via API or integrated provisioning.
🔁 Authority Flow in Aptly
Here’s how authority typically flows in Aptly:🟦 Step 1: Create a Decision
Define a specific authority type — such as approving spend, signing contracts, or hiring.🟩 Step 2: Delegate to People or Positions
Assign that decision to individuals or position titles. Configure it with limits, timeframes, and conditions.🟨 Step 3: Optional: Approvals & Cascading
Route delegations through approval workflows or allow cascading if permitted.You can delegate to multiple individuals or positions, but not directly to a Role or Team.
⚙️ Before You Start
Before creating decisions or delegations, you need to configure your organization’s structure in Aptly. You’ll need to:- Create Users
- Define Groups (Entities, Departments, etc.)
- Set up Roles and Permissions
- Review System Settings
Your configuration determines how authority can flow. Setting it up first ensures your delegations are valid, compliant, and scoped correctly.
📘 Step 1: Create a Decision
A Decision defines a specific type of authority in your org — like approving capital expenditures or signing contracts. Use the API to create a decision:Example payload:
🔗 View full API reference for creating a decision
🔄 Step 2: Delegate the Decision
Once a decision exists, you can assign it to individuals or positions — with limits, durations, and delegation controls.Example payload:
🧠 Delegations in Aptly are limit-bound, time-based, and can be configured to cascade or require approval based on your policies.
🧩 Related Pages
🎯 What’s Next?
Once you’ve issued your first delegation, you might:- ✅ Automate provisioning via SSO & SCIM
- ✅ Define complex delegation logic using Roles & Permissions
- ✅ Track and manage approvals via Delegation Approvals
You’re now ready to operationalize delegation and signatory control — the Aptly way.