Delegation, Authority & Spend Setup — Update / setup form (auth-only) for Virtual Assistants. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).

The boundaries of what your VA can decide, send, and spend — so we move fast without overstepping.

What it collects (by section):

• Authority & spending — Delegated Authority Scope [multi-select: Book/schedule meetings / Send routine emails / Vendor liaison / Approve up to $ amount / Purchase tools/subscriptions / …]; Approval Threshold for Purchases ($) [number]; Authorized Expense Categories [multi-select: Office supplies / SaaS subscriptions / Travel bookings / Gifts / Shipping/courier / …]; Corporate Gifting Policy [short text].
• Travel & events — Travel Booking Authority [dropdown: Research only / Book within guidelines / Book with approval / Not applicable]; Event Support Scope [multi-select: Venue research / Vendor outreach / RSVPs/ticketing / Agenda & run-of-show / Tech setup / …].
• Escalation & tone — Escalation Triggers [multi-select: Budget risk / Deadline risk / Scope change / Stakeholder conflict / Legal/compliance concern / …]; Tone/Voice Guidelines [long text]; Email Signature Block [long text]; Send-As / Delegate Access Status [dropdown: Not requested / Requested / Granted / Not applicable].
• Contacts & vendors — VIP Contacts List [long text]; Contact Groups to Maintain [long text]; Vendors to Manage [long text].

Form type: Update / setup (up), auth-only. Niche: Virtual Assistants. Deployment: embed.

Best for / surface when: Virtual Assistants client workflow — delegation, authority & spend setup.