What are Delegates and how do I set them up?

Delegates can be assigned at any stage of the workflow process in Concur.  Delegates act in the capacity of the individual for whom they have been named as a delegate.  

  • For cardholders:  Delegates can  create expense reports, upload receipts, and update profile settings. Note:  The cardholder will need to review and submit their own expense reports to begin the workflow process. 

  • For approvers:  Delegates can review, approve, reject, or forward expense reports. 

See the Quick Reference Guide for more information.