Leadership

Authority Levels for Human and Agent Work: A Table You Can Paste

Antonio Evans8 min read

A clean, two-column table with headers 'Human' and 'Agent'.
Key points

Key points

  1. 1A five-level authority table makes decision rights explicit for both people and agents, so nobody has to guess who decides.
  2. 2Each task gets two levels: one for the human owner and one for the agent, recorded as required fields in the ticket.
  3. 3Level mismatches are resolved with two rules: the lower level wins until the owner explicitly raises it, and any action that cannot be undone escalates one level.
  4. 4The table works as a paste-in artifact for a project doc, a task template or a system prompt.

Why a shared authority vocabulary beats "just handle it"

Delegation fails most often because the person handing off work never said how much authority came with it. In a widely used example, a manager believed he had delegated an event at "research and report" while the person doing the work assumed full authority to act, and the gap only surfaced after the fact. The manager's conclusion was blunt: the fault was his for not clarifying the level when he delegated (Full Focus). Harvard Business School Online makes the same point from the other direction: if the person receiving work needs training, resources or authority to complete it, providing all three is the manager's job (HBS Online).

The business case is not soft. A Gallup study cited by HBS Online found that CEOs who delegate well generate 33 percent higher revenue (HBS Online). Managers spend roughly 37 percent of their time making decisions, and more than half of that time is wasted, according to McKinsey research summarized by Prialto (Prialto). Most of that waste is not analysis. It is people waiting to find out whether they were allowed to decide.

Agents make the problem sharper, not different. A useful definition of "intelligent delegation" for AI systems covers task allocation plus "transfer of authority, responsibility, accountability, clear specifications regarding roles and boundaries, clarity of intent, and mechanisms for establishing trust" (arxiv). That is the same list a good manager would recognize. The difference is that an agent will not pause to wonder whether it has authority. It will simply proceed, which is why the level has to be written down.

The five-level authority table

The table below adapts the five-level delegation model (Full Focus) into two columns, one for a person and one for an agent. The shared control model behind it is well established: responsibility and decision rights get assigned on purpose rather than by default (Human Performance Technology).

LevelNameWhat it means for a personWhat it means for an agentTypical human outputTypical agent output
1Suggest onlyDo the work, propose an answer, change nothingPropose a diff, plan or draft; no tool calls that change stateWritten recommendationDraft text or proposed patch
2Research and reportGather options and facts, no recommendation requiredRead-only tools: search, read files, query dataFindings summaryGathered sources, extracted data
3Recommend and confirmPresent a recommendation, act only after approvalPrepare the action, then wait for a human approval stepRecommendation with trade-offsStaged change awaiting approval
4Decide and informDecide, act, then tell the owner what happenedAct within limits, then post a summary and a logCompleted change plus a noteCommitted change plus an audit entry
5Decide and actFull authority, no reporting requiredAutonomous execution inside an explicit envelopeFinished outcomeFinished outcome plus a trace

Two design choices matter here. First, keep five levels rather than three. Seven-level models such as Jurgen Appelo's add nuance (Tell, Sell, Consult, Agree, Advise, Inquire, Delegate) but tend to stall in practice because teams argue about the difference between level 4 and level 5 instead of shipping (Humanizing Work). Five levels map cleanly onto observable behavior, which is what you need when the delegate is software.

Second, note that the level describes authority over decisions, not the amount of work. A level 1 task can be enormous (analyze a whole codebase and propose an architecture) while a level 5 task can be tiny (rotate a credential on a schedule). Teams that confuse effort with authority end up reviewing everything, which is the failure mode the MIT autonomy framework calls out: a pause button only helps if the person can see what is happening and knows when to press it (MIT Media Lab).

Compare this with older team-role tools. A RACI matrix says who is Responsible, Accountable, Consulted and Informed, but says nothing about how far the responsible party may go before asking (Human Performance Technology). The authority table fills exactly that gap, which is why the two are complementary rather than competing: RACI for who, authority level for how far.

How to record the level in a task

The level belongs in the task itself, not in a separate document nobody opens. There are three practical places to record it, in order of reliability.

The first is a required custom field. Jira, Linear, Asana and most ticket systems allow a single-select field, and making it required at creation is the whole trick. If a task can be created without a level, one will be created without a level by Friday.

The second is a structured block at the top of the task description, for tools without custom fields. Keep it to four lines so people actually fill it in:

AUTHORITY
human_owner: @name  level: 3
agent: @tool        level: 2
stop_condition: post recommendation, wait for approval
escalate_if: spend over $500, external message, schema change

The third is inside the agent's own instructions, which matters when the agent reads the ticket. Agents perform best with explicit, narrow instructions and clearly defined guardrails rather than vague objectives (OpenAI). Anthropic's engineering guidance says the same thing from the architecture side: start with the simplest pattern that works and add autonomy only when the task demands it, because agentic systems trade cost and latency for capability (Anthropic). A level written in the prompt is a cheap way to make that trade explicit per task.

Three rules make the field trustworthy:

  1. The level is per task, not per person or per tool. A senior engineer can hold level 5 on a pricing model and level 1 on a legal memo in the same afternoon.
  2. Every level 4 and 5 task names a stop condition, even if it is "none, but log everything." A stop condition of "none" is a valid answer only when the owner accepts the consequences.
  3. The level is set by the person who owns the outcome, not by the person or agent doing the work. Anyone can request a higher level in the ticket; only the owner can grant it.

Examples at each level

Concrete tasks make the table stick. These examples assume a mixed team where some work is done by people and some by agents, sometimes on the same ticket.

LevelHuman exampleAgent example
1A junior analyst drafts three candidate pricing tiers for reviewAn agent proposes a refactor patch; the pull request stays unmerged
2A researcher compiles competitor feature matricesAn agent reads a data warehouse and reports weekly active users by cohort
3An engineer recommends a database migration approach with trade-offsAn agent prepares a migration script and posts it for approval
4An ops lead rotates production credentials and posts a note in the incident channelAn agent reruns a failed nightly job and comments with the root cause
5A support lead resolves refunds under a stated dollar capAn agent reorders office supplies from an approved vendor under a budget

The level 3 row is the one that pays for itself fastest. It is where people most often assume they have authority they do not have, and where agents most often take action nobody asked for. Research on agent oversight puts the same problem precisely: even small divergences between the goal given, the plan formed and the execution carried out change how work gets done, and some of those divergences look like success (Data & Society). A level 3 task forces the plan into the open before execution.

If your team runs agents through a single gateway, note that the level can be enforced at the platform layer as well as the prompt layer. Gateway agents, meaning oversight systems that evaluate proposed actions against policy at runtime, escalate when an action crosses a risk, financial or ambiguity threshold (Sweet Security). That is level 3 enforced by infrastructure rather than by good intentions.

Handling level mismatches

Mismatches are the normal case, not the exception. Two rules resolve almost all of them without a meeting.

The lower level wins until the owner raises it. If the human owner holds level 2 and the agent is configured for level 4, the agent operates at level 2. If the human owner holds level 4 and a colleague expects to be consulted, the owner still decides but informs. This rule is asymmetric on purpose: authority moves up only with an explicit change to the field, and the change is logged. It mirrors the pattern in delegation research where the manager retains accountability even after handing over responsibility (HBR).

Any irreversible action escalates one level. Sending an external message, spending money, deleting data, changing production configuration or merging to a main branch all bump the effective level by one at the moment of action. A level 4 agent that was going to deploy becomes a level 3 agent that proposes the deploy. This is the same logic the MIT autonomy framework applies to agent design, where the authority to act is bounded by tools, spend limits, destination restrictions and expiration (MIT Media Lab).

A short mismatch decision table helps in review:

SituationResolutionWho acts
Agent level is higher than human levelDrop the agent to the human level and comment whyReviewer
Human level is lower than needed to unblock workEscalate to the outcome owner in the ticketWorker
Unclear which level appliesDefault to level 2 and write the options downWorker
Proposed action is irreversibleBump one level and require approvalAgent or human, automatically
Levels differ between two tasks in one initiativeKeep per-task levels; do not harmonize upwardNo one

The "default to level 2" rule is the most useful of the five. It means a mismatch never blocks work; it only limits what the work may change. The person who knows the answer can move the level up in seconds, and the record shows who did it.

A one-page reference to paste into your docs

Copy the block below into a team wiki, a README or the top of a project doc. It is deliberately short enough to be read, which is the only thing that keeps it alive.

AUTHORITY LEVELS (per task)

1 Suggest only ........ propose, change nothing
2 Research and report . gather facts, no recommendation needed
3 Recommend and confirm recommend, act after approval
4 Decide and inform ... act within limits, then report
5 Decide and act ...... full authority, log everything

RECORD IT
- Set both levels in the ticket: human owner and agent.
- The level is required. No level, no start.
- The owner sets the level; workers may request a change.
- Level 4 and 5 tasks name a stop condition.

RESOLVE MISMATCHES
- Lower level wins until the owner raises it.
- Irreversible actions escalate one level, always.
- Unclear case: default to 2 and write down the options.

Keep the escalation list short and absolute. Three or four entries are enough for most teams, and each entry should be something a reviewer can recognize without judgment: money, external parties, deletions, production. Everything else belongs in the stop condition line of the specific task.

Finally, resist the temptation to add levels or modifiers. Every additional option increases the chance that two people read the same task differently, which is the exact failure the table exists to prevent. A table that gets used at five levels beats a perfect framework that gets skipped.

FAQ

FAQ

Do we need both a human level and an agent level, or just one?

Use both. The human level describes what the person is allowed to do without asking anyone, and the agent level describes what the automation may do without a human. Collapsing them into one field hides the case that matters most, where an agent is faster than the person supervising it and takes an action the person would have paused on.

How do we handle a task that starts at level 1 and later moves to level 4?

Record the current level in the field and add the change to the task history with who made it and why. Treat level changes as a normal, cheap operation rather than a ceremonial approval. The point is that the level at any moment is knowable from the ticket, not that it never moves.

What stops someone from quietly raising their own authority level?

Make the field editable only by the outcome owner, or require a comment for every change. Most ticket tools support both. This is the same principle as delegation research findings that accountability for the result stays with the person who delegated, even after the work moves (SHRM).

Does level 5 mean nobody checks the work?

It means nobody checks before it happens. Keep logs and post-hoc review, especially for agents. Oversight that assumes a human is watching loses value quickly, because if a user has to watch every step, delegation stops paying off, and if the user sees too little, oversight becomes nominal (Data & Society).

How does this fit with RACI, which we already use?

Keep RACI for who is involved and use the authority table for how far each party may go. RACI answers "who is accountable" but not "may this person commit the change," and the second question is where most rework comes from (Human Performance Technology). Teams that run many agents across many vendors often find it simplest to enforce levels at a single access point; a shared gateway such as Quanta Inference lets you route every request through one API key and set policy in one place instead of per tool.

Sources

Sources

  1. The Five Levels of Delegation - Full Focus
  2. How to Delegate Effectively: 9 Tips for Managers
  3. Delegation Frameworks for High-Performing Teams - Prialto
  4. Intelligent AI Delegation - arXiv
  5. 7 Models for Delegation - Human Performance Technology by DTS
  6. When and How to Use the Seven Levels of Delegation Well
  7. The Five Levels of AI Agent Autonomy
  8. A Practical Guide to Building AI Agents - OpenAI
  9. Building Effective AI Agents - Anthropic
  10. A Sociotechnical Research Agenda for the Oversight of AI Agents
  11. Guardian Agents: How AI Oversight Systems Work - Sweet Security
  12. Learning to Delegate as a First-Time Manager - Harvard Business Review
  13. Managers Must Delegate Effectively to Develop Employees - SHRM
About the author

About the author

Antonio Evans
Antonio Evans

Antonio Evans is the founder of Quanta Intelligence and a fractional CTO who builds HIPAA-ready AI systems for health and life-science companies. Before that he was technical co-founder of FriendsEAT for twenty years, CEO of Socialdraft, and a data engineer at IBM. Antonio lives with his dog Santino in Lisbon, Portugal.

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