Work with powers of attorney

The power of attorney function makes it possible for you to handle all the powers of attorney you have for your customers.

To add a power of attorney, go to Customers - Documentation and select Power of attorney.

When adding a new power of attorney you can select if it shall be valid for the whole office or for a specific employee, select Validity period and also attach a document that shall be connected to the power of attorney.

In the list you can revoke powers of attorney, which can be useful if you no longer work with the customer. When you click Revoke on a power of attorney, an e-mail to the customer is created stating which power of attorney should be revoked.