How to Add a Request Delegate and an Expense Delegate in Concur


Overview


 

Critical Concepts


Steps to Take


1. Watch the Concur: Delegates Training video

Video: Delegates (click above image)

Script: Delegates

The Request and Expense modules share Delegates, by assigning permissions to a Delegate in one area, you are assigning permissions for both Request and Expense

To set up a Request Delegate, perform the following steps (which correspond to setting up a Expense Delegate):

1. Log into Concur using your Single Sign-On, see the How to Log Into Concur KBA for more guidance on this procedure

2. Select the Profile Icon on the upper right of page

3. Select Profile Settings

4. In the left task pane, in Request Settings, select Request Delegates

5. In the Delegates tab, select Add

6. In the search field, enter the Last, First name of the employee, you wish to become a Delegate for you, then select the employee

7. Select the Add button to the right of search field

8. The selected user will be added to the list of Delegates

9. To manage their permissions, check the boxes corresponding to the actions they can take on your behalf

10. Select Save

11. Review the Overview section, for the restrictions as to what a Delegate is able to do

12. The Request and Expense modules share Delegates, by assigning permissions to a Delegate, you are assigning permissions for Expense and Request

13. If you prefer to set up an Expense Delegate, even though they share permissions with the Request Delegate, perform the same procedure, and in Profile Options, select Expense Delegates

The designated Delegate will now be able to act on your behalf within the Expense module and Request module

If you still have questions or need additional assistance, please submit a ticket or call the IPPS Help Desk at (858) 534-9494