Overview

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• This KBA demonstrates how to act as a Delegate in Concur
• To learn more about Delegates and how to assign users to act on your behalf, review the KBA on How to add a Request Delegate and an Expense Delegate in Concur

Critical Concepts

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After completing actions as a Delegate, confirm that you have changed your profile back to Done acting for others

Steps To Take

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To Act as a Delegate for Another User, take the following steps:
1. From anywhere in Concur, in the upper right, select the Profile icon
2. If you are a Delegate for another user, you will see a box stating Acting as other user
3. Click on the box and select the user you will be acting on behalf of

4. Once you have chosen the desired user, select Start Session

5. When acting as another user, a green box displays under Profile, indicating that you are Acting as a Delegate for another user

6. To stop Acting as another user, select the green box and select Done acting for others

7. The Concur landing page will display