Assigning and Acting as a Delegate

Concur - Assigning a Delegate

If you want to delegate the responsibility of preparing and submitting reports on behalf of yourself, you need to assign a delegate in Concur. Follow these steps to assign a delegate:

In Concur, click Profile and select Profile Settings
Click the Expense Delegates link then click Add
The Expense Delegates page appears. Search by employee name, email address, employee ID or login ID and click the Add button
Next, select the checkboxes to set the permissions you want to give to the added user – can prepare, can view reports, can use reporting and/or receives emails
When done, click the Save button

Concur - Acting as Delegate

If you are preparing and submitting reports on behalf of your supervisor, you have been set up as a delegate. To start a report for your Supervisor:

In Concur, click Profile > Acting as Another User
Select A Delegate for another user who has granted you this permission. Then type of name or email of the your Supervisor
Click the Switch button. You can now enter expenses, as required
To end the session, click the green Acting bubble then select Myself then select switch.