Designating Delegates

These instructions cover how to designate delegates for your Concur account. By providing delegate(s) access to your account in Concur, delegate(s) can prepare reports or requests on your behalf.

Click on any of the links below to skip ahead to that section.

If you need assistance with logging into Concur, please go to Logging into Concur. 

User's View

Adding a Delegate to your Profile

Step 1: Select Profile at the top right corner of the web page.

Concur Portal

Step 2: Then, click on Profile Settings.

On the top right-hand corner, there is an option to click on Profile Settings.

Step 3: Once redirected to your Profile Options, click on Request Delegates under Request Settings.

Profile options has been opened.

Step 4: You will be taken to the Request Delegates page. Select Add to add a delegate.

Request Delegates tab has been opened.

Step 5: A field will open up for you to type in the delegate’s name. Enter the delegate’s name, and then click on the name in the results, under the drop-down.

In the search bar, a name has been typed in.

Step 6a: Once you click on the name, the delegate's name will automatically save into this row.

Request Delegates dashboard.

Step 6b: Select the type of access you want the delegate to have. You may designate more than one.

Request delegates dashboard.

Step 7: Once you’ve chosen the appropriate access, select Save.

You will receive a message with “Your changes have been saved.”

Your delegate does not get automatically notified, as such it is recommended to let your delegate know of their responsibilities.

There is a green arrow pointing toward the "Save" option.

6 Types of Access:

Can Prepare

  • The delegate can prepare your travel request and expense report on your behalf.

Can View Receipts

  • The delegate can view the receipts you’ve uploaded.

Receives Emails

  • The delegate will receive the same emails as you.

Can Approve Temporary

  • Another approver can be set-up as a temporary approver for no more than 30 days.

Can Preview for Approver

  • The delegate can preview travel requests and expense reports for you.

Receives Approval Emails

  • The delegate can receive emails of travel requests and expense reports that have been sent to you for approval.

Delegate's View

How to Log In as a Delegate for Another Person

Step 1: Select Profile at the top, right corner of the web page.

In the top right corner, there is an option to click on "Profile."

Step 2: In the profile, the delegate will have a new field called Acting as other user. Type in the user whom you are a delegate for, or click on the drop-down list.

There is now an option to input a user's name.

Step 3: Select the user you would like to prepare request/reports or preview for by clicking on the name in the drop-down.

Under "acting as other user," a user's name has been inputted.

Step 4: After you have selected the name of the user, click on Start Session.

These two options are: "cancel" and "start session".

Step 5: Concur will then load the page as if you are viewing from the user’s perspective. As noted in the green box, these are the areas that will indicate whose profile you are working in.

The user's name, "Kyle Burrell", is listed.

Step 6: Once you have completed delegating on behalf of someone else, click on the top right green box stating Acting as. Then, click Done acting for others.

Concur portal listing the name Kyle Burrell in the top right-hand corner.

Need more help?

Contact Concur Support at [email protected] or at 657-278-3600.