Who is acting?
Tell us about the actor that needs authority. Pick one to start; you can add more later.
Someone on your team
An employee, contractor, or partner who needs authority to make decisions on behalf of your organization.
An automated agent
An AI assistant, model, or autonomous workflow that takes actions without a human pressing a button each time.
A service or integration
A backend system, API, or third-party platform that acts on your organization's behalf via a service account.
What can they do?
Choose the kinds of decisions this actor is allowed to make. Pick anything that applies. You can refine later.
Approve customer transactions
Trades, payments, transfers, settlements
Move funds between accounts
Internal transfers, treasury operations, reserves
Issue refunds or credits
Customer disputes, goodwill, billing corrections
Access customer data
Read accounts, profiles, transaction history
Modify customer accounts
Update settings, permissions, contact info
Send communications to customers
Email, SMS, in-product notifications
Change organizational policies
Pricing, terms, eligibility, risk parameters
Sign contracts on our behalf
Vendor agreements, NDAs, partnership documents
Within what limits?
Set the boundaries inside which this actor operates autonomously. Anything outside these limits will need a human or escalation.
When do humans get involved?
Pick when this actor needs a second pair of eyes. The right answer is rarely "always" or "never" — somewhere in between is usually best.
Never
This actor operates entirely within their limits. Humans only see receipts after the fact. Good for high-velocity routine decisions.
Above a threshold
Decisions over a certain amount or sensitivity automatically wait for human approval. Everything below is autonomous. The recommended default.
Always
Every decision waits for a human. Slowest, but the safest possible mode for the highest-stakes actors.
Only when limits are hit
Autonomous until the actor would exceed a limit or hit a capability they don't have. Then humans decide whether to extend authority.
You're set up.
Your first authority is live. Every future decision this actor makes can be checked against the rules you just defined — and explained to a regulator, an auditor, or your CFO.