How to get Added as a Delegate for Multiple Concur Users (+10)


This article serves as the guide for the delegate import process and provides step-by-step instructions on how to get added as a delegate for more than 10 people.

Critical Concepts

Steps to Take

  1. Download the Mass Delegate Import Process Excel Spreadsheet

  2. Follow the steps outlined in the Instructions tab of the Excel Spreadsheet and fill out the ADD Delegates tab

    NOTE: You should only use one spreadsheet per delegate as shown in the screenshot attached:  

  3. Submit a Ticket to Budget and Finance Support as follows:
    • I want to: Ask a Question or Make a Request
    • About: Travel
    • Related to: Concur Bookings
    • More Specifically: Concur Traveler Profile (Delegates)
    • Subject: Delegate Import Request
    • Description: Please find the Delegate Import Speadsheet attached. 

  4. Attach the completed Excel Spreadsheet to the Services & Support ticket and add your Primary Financial Unit Approver as a Watcher

  5. The Financial Unit Approver who you added as a Watcher will need to review the spreadsheet and grant Approval by responding in the Services & Support case

    NOTE: The Financial Unit Approver can either grant approval within the case OR an email thread can be attached that shows proof that the Financial Unit Approver granted approval

  6. Once the mass delegate import process has been completed, the user(s) will receive an email notifying them of who was added as their delegate 

If you still have questions or need additional assistance, please submit a ticket