How to Act as a Delegate in Concur


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

Essential Information

Next Steps

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

To Act as a Delegate for Another User

1. From anywhere in Concur, in the upper right, select the Profile icon.

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.


If you need any additional assistance, please submit a ticket here, or call the IPPS Help Desk at (858) 534-9494.