A delegate is an individual authorized to act on behalf of another person.
In Concur, there are four types of delegates:
- Prepare
- Approve
- Preview
- Reporting
To learn about each of these delegate roles, visit the Identifying Delegates guide. As a delegate, you will only see the areas you can access on the individual’s behalf. For example, you must be an approver’s "Approve Delegate" before you can access the Approve area on behalf of that approver.
You must first be identified as someone’s delegate before you can act on her/his behalf. Visit the Identifying Delegates guide for employee delegation, or the Adding Concur Delegates for Non-Employees guide for non-employee delegation details.
Delegate Sessions
Click your Profile menu in the upper right of your screen
You will see the Acting as other user section if you can act as a delegate for someone. Use the box that appears under this section to search for and select the individual on whose behalf you need to act.
Click the Start Session button and a green box appears in the upper right of your screen, displaying the name of the individual on whose behalf you are acting.
To end your delegate session, select your Acting as menu (green box in the upper right of your screen) and click Done acting for others.
