# Delegation of Authority Matrix Template, Free Source: https://nerix.ai/templates/delegation-of-authority-matrix Set who can approve what and up to what amount, with a second approver and escalation for larger decisions. Before you send it Some decisions, such as borrowing, share issues or selling the business, may need the board or the shareholders by law or under your company's rules. Check your constitution and local law. This is not legal advice. ## Fill it in and preview You are signed in. Fill it in your workspace and it is kept as a document you can send, share and have signed. [Open in your workspace](https://app.nerix.ai/documents/templates/delegation-of-authority-matrix) ### Delegation of authority matrix **Company:** Brightwater Bakery Ltd **Currency:** EUR **In force from:** 1 January 2031 **Owner:** Anna Berg, Finance Director **Approved by:** The board, on 12 December 2030 ## 1. Approval levels | Level | Job title | | Level 1 | Team manager | | Level 2 | Department head | | Level 3 | Finance Director | | Level 4 | Managing director | | Level 5 | Board | ## 2. Spending and purchases | Amount | Who approves | | Up to 1,000 | Level 1 | | Up to 10,000 | Level 2 | | Up to 50,000 | Level 3 and Level 4 | | Above 50,000 | Board | ## 3. Signing contracts | Kind and limit | Who signs | | Standard sales contracts up to 25,000 | Level 2 | | All other contracts up to 100,000 | Level 4 | | Above 100,000 or longer than 3 years | Board | ## 4. Payments and banking | Payment | Who approves | | Payments up to 10,000 | two Level 2 approvers | | Payments above 10,000 | Level 3 plus Level 4 | | Changes to bank details | Level 3 and a call-back to the supplier | ## 5. Hiring, pay and dismissals | Decision | Who approves | | New roles in budget | Level 2 | | New roles outside budget | Level 4 | | Pay rises above 5 percent | Level 4 | | Dismissals | Level 4, with HR advice | ## 6. Other decisions | Decision | Who approves | | Writing off debts up to 2,000 | Level 3 | | Donations up to 500 | Level 2 | | Legal action | Level 4 | ## 7. Rules No one approves their own request or one for their boss. A large item cannot be split to get under a limit. Limits count in the currency above. ## 8. When someone is away The next level up acts, or a named delegate acts with written notice for up to 30 days. ## 9. Review Every year in December, and after any major change Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. Company and legal ## What this template is for A delegation of authority matrix that shows who may approve what: spending, contracts, hiring and payments, with limits, second approvers and rules. It is free to fill in online, needs no account, and downloads as a Word document or a PDF. [See all Company and legal templates](https://nerix.ai/templates/company-legal) Company and legal ## What you fill in The form asks for 14 details. The document fills itself in as you type. - ### Company For example: Brightwater Bakery Ltd - ### Currency For example: EUR - ### In force from For example: 1 January 2031 - ### Matrix owner For example: Anna Berg, Finance Director - ### Approved by For example: The board, on 12 December 2030 - ### Approval levels One row for each level. For example: Level 1 | Team manager Level 2 | Department head Level 3 | Finance Director Level 4 | Managing director Level 5 | Board - ### Spending and purchases One row for each spending limit. For example: Up to 1,000 | Level 1 Up to 10,000 | Level 2 Up to 50,000 | Level 3 and Level 4 Above 50,000 | Board - ### Signing contracts One row for each kind of contract. For example: Standard sales contracts up to 25,000 | Level 2 All other contracts up to 100,000 | Level 4 Above 100,000 or longer than 3 years | Board - ### Payments and banking One row for each kind of payment. For example: Payments up to 10,000 | two Level 2 approvers Payments above 10,000 | Level 3 plus Level 4 Changes to bank details | Level 3 and a call-back to the supplier - ### Hiring, pay and dismissals One row for each kind of decision. For example: New roles in budget | Level 2 New roles outside budget | Level 4 Pay rises above 5 percent | Level 4 Dismissals | Level 4, with HR advice - ### Other decisions (optional) optional One row for each kind of decision. For example: Writing off debts up to 2,000 | Level 3 Donations up to 500 | Level 2 Legal action | Level 4 - ### Rules One per line. For example: No one approves their own request or one for their boss. A large item cannot be split to get under a limit. Limits count in the currency above. - ### When someone is away For example: The next level up acts, or a named delegate acts with written notice for up to 30 days. - ### Review For example: Every year in December, and after any major change Company and legal ## What is inside The parts of this document, in order. - 1 1. Approval levels - 2 2. Spending and purchases - 3 3. Signing contracts - 4 4. Payments and banking - 5 5. Hiring, pay and dismissals - 6 6. Other decisions - 7 7. Rules - 8 8. When someone is away - 9 9. Review Templates ## How it works - 01 ### Fill in Type your details in the form. The document fills itself in as you type; click any gap to jump to its field. - 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done. - 03 ### Download Save it as a Word document to edit further, or as a PDF to send or print. ### Make it yours with AI Open it in the chat and ask for changes: shorter, firmer, another situation, another language. [Adapt it with nerix](https://nerix.ai/try?template=delegation-of-authority-matrix) ### Was this template helpful? Company and legal ## Questions people ask ### What details does this template ask for? The form asks for 14 details, starting with Company, Currency, In force from, Matrix owner, Approved by. 1 more are optional. ### Can I download this template as Word or PDF? Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account. ### Is what I type sent anywhere? No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat. ### What should I check before I use this template? Some decisions, such as borrowing, share issues or selling the business, may need the board or the shareholders by law or under your company's rules. Check your constitution and local law. This is not legal advice. ### Are these company templates free? Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price. ### Is a template the same as legal advice? No. A template is a careful starting point. Company, contract and data protection law differ by country, so have a lawyer read anything that carries real risk before you sign. ### Can I change the clauses? Yes. Download the Word version and edit it, or open the template in the nerix chat and ask for a clause that is stricter, shorter or in another language. Templates ## More in Company and legal - [Acceptable use policy Set clear rules for using your systems, accounts, devices and services, and what happens when they are broken. 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