Getting Started In Concur

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Presentation transcript:

Getting Started In Concur Acting as a Delegate

What is a Delegate? A delegate is a Concur user who has been given permission to act on behalf of another user. If you have been selected as a delegate, your delegator will define which tasks you can complete, such as submitting requests, or preparing or approving expense reports.

How Do I Act as a Delegate? Click Profile > Act on behalf of another user. Select the appropriate user’s name. Click Start Session. Note: The Profile menu now displays Acting as and shows the name you just selected. You are now officially working on behalf of that person. Complete the normal processes of creating reports, printing, etc.

How Do I Act as a Delegate? continued… To select a different user, follow the same steps but select a different name. To return to your own tasks, click Acting as, and then click Done acting for others. Note: The Profile menu now appears.

Questions? AskConcur@udel.edu udel.edu/procurement Procurement Services 302-831-2161