How to Act as a Delegate in Concur


Critical Concepts

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

Steps To Take

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

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