Delegates

Learn more about using Concur as a delegate for someone else. The guides below will walk you through adding and identifying delegates, acting as a delegate in Concur, and emailing receipts on someone else's behalf.




What is a Delegate?

A delegate is an individual authorized to act on behalf of another person.

In Concur, there are four types of delegates:



Prepare Delegates

Prepare Delegates can create travel requests, create expense reports, and/or book travel on the employee’s behalf. Frequently, Travel Coordinators act as delegates for those they support.

Approve Delegates

Approve Delegates can approve travel requests and/or expense reports on the approver’s behalf.

Preview Delegates

Preview Delegates can review travel requests and/or expense reports for an approver. The Preview Delegate can either send back the request/report to the employee, or notify the approver that she or he has reviewed it. The approver will still need to approve the travel requests and/or expense reports.

Reporting Delegates

Reporting Delegates have the same full access to the reporting functionality in Concur as the reporting lead named by the lab/program. For details about reports in Concur, visit the Reporting on Concur webpage. Note: Only two individuals can be identified as Reporting Delegates per reporting lead.


A delegate can be assigned to more than one employee, and can hold multiple delegation roles. In Concur, delegation is not policy or funding specific. In other words, Prepare Delegates can process every type of expense report (Travel, Payment Request, and P-Card) on the employee’s behalf. In addition, Approve Delegates can approve for all accounts on the approver’s behalf. It is up to you and your delegate to identify guidelines, if needed, for when your delegate acts on your behalf.



Delegates for employees can only create expense reports; they cannot submit them on the employee's behalf. Employees must submit their own reports. Visit the Submitting Expense Reports guide for details.