Add an authorization

Open the client's page → Authorizations tab → Add authorization.

• Service type comes from your Lead Entity's rulebook (food box, medically tailored meals, …). Picking one fills in the standard dollar amount — adjust if this authorization differs.
• Cap & renewal period. The dollar amount renews per week (Mon–Sun), per month, or once for the whole authorization — match what the authorization document says.
• Dates. Orders can only be placed inside them.
• Unite Us reference. Paste it here — it flows into billing worksheets and audit bundles automatically, and it's one of the three audit-readiness checks.

Once saved, the client's page shows a live remaining this week bar, and every order screen enforces the cap in plain English.