Overview

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This article provides insight on the capabilities of a user and delegate in Concur. 

Essential Information

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• All faculty and staff with Single Sign-On are users.
• Faculty and staff may add authorized individuals as delegates to prepare Concur Requests or Expense Reports on their behalf.
  
  • To learn how to Add a Request Delegate and an Expense Delegate in Concur please refer to article KB0031969. 
  • If you need to be added as a delegate for more than 10 people check out the Mass Delegate Import Process KB0034687: How to get Added as a Delegate for Multiple Concur Users (+10).
• For certain policies (i.e. Travel and PCard), the user must review and submit the delegate-prepared Expense Report or Request in order to certify the accuracy of the expenses and/or information.  

Next Steps

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User & Delegate Capabilities Matrix