Purpose

This guide walks through the process of adding delegates in Concur. By assigning permissions to a delegate, you are assigning permissions for Expenses and Request. A delegate is a user who is granted the right to act on behalf of another user, in the preparation of expense reports, card requests services, or approving expenses. System access includes Profile Settings for Travel, Expenses, and Requests.

Add Expense Delegates

1. Log into SAP Concur and open your Profile.

2. Select Profile Settings.

3. Select Expense Delegates.

4. Under the Delegates tab, select Add.

5. Start typing the name of the Delegate. Select the accurate name.

6. Select all the checkboxes of the actions you want the delegate to be able to perform.

7. Select Save.

You have now completed the process of Adding Expense Delegates.