There will be a new Request User Interface (UI) in Concur Starting October 2nd. The process outlined below will not change but the screenshots will be outdated. We'll be working on updating all related knowledge base articles in the upcoming weeks. In the meantime, here is a video on the new UI updates.
Overview
- This KBA demonstrates how to stop being a Delegate for a Concur User
- 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
- To learn more about how to act as a Delegate, review the KBA on How to Act as a Delegate in Concur
Critical Concepts
- The link to Concur is https://concur.ucsd.edu
- If you have trouble accessing the site, you can troubleshoot your issues using the How to Log Into Concur KBA
- The Request and Expense modules share delegates, so if you remove yourself as a Delegate under the Expense Delegate section you’ll also be removed as a Request Delegate.
- If you stop being a Delegate for a Concur user and later need to be a Delegate for the Concur user, check out the How to Add a Request Delegate and an Expense Delegate in Concur KBA
- If you need to be added as a delegate for 10+ users, please review the How to get Added as a Delegate for Multiple Concur Users (+10) KBA
Steps To Take
Video: How to Stop Being a Delegate for a Concur User (Click above Image)
To Stop Being a Delegate for a Concur User
1. From anywhere in Concur, in the upper right, select the Profile icon
2. Select Profile Settings
3. Select Expense Delegates on the left hand side of the page under Expense Settings
4. Select Delegate For
5. Select the desired employees checkboxes that you wish to stop being a delegate for
6. Select Delete
If you still have questions or need additional assistance, please submit a ticket or call the IPPS Help Desk at (858) 534-9494