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

Step 2: Then, click on Profile Settings.

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

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

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.

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

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

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

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

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

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.

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

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

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.

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