Overview

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This article demonstrates how to act as a Delegate in Concur.

Essential Information

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• After completing actions as a Delegate, confirm that you have changed your profile back to Done acting for others.
• To learn more about Delegates and how to assign users to act on your behalf, please refer to KB0031969: How to add a Request Delegate and an Expense Delegate in Concur.

Next Steps

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Video: How to Act as a Delegate in Concur (Click above Image) 

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To Act as a Delegate for Another User

1. From anywhere in Concur, in the upper right corner, click on your initials. 

2. If you are a Delegate for another user, click on the Act as Another User dropdown and you will see a box stating Act As.

3. Select the box next to A Delegate for another user who has granted you this permission and select the user you will be acting on behalf of.

4. Once you have chosen the desired user, select Switch.

5. When acting as another user, the Profile turns green, indicating that you are Acting as a Delegate for another user.

6. To stop Acting as another user, select the green Profile and select Myself, then select Switch.

7. The Concur landing page will display.