Adding a Delegate

valerianlop

I am an assistant, trying to add myseld as a delegate from my boss' account. However, when I look up my own email from his account, I don't appear as an option.

grodriguezproje

Hi @valerianlop

If you are following the steps below, this means:

1- You don't have a Concur account or at least not in the same site.

2- You are looking from your own profile and trying to add yourself as a delegate for your boss and of course this doesn't work because you can add rights to you to act as delegate for others, this needs to be done from each user profile. So that's why the DELEGATE FOR tab is (read only for yourself) because here you can see which users assign you as their delegates.

1- Profile Settings

2- Expense delegates

3- Add a person as delegates in the Tab DELEGATES (NOT DELEGATE FOR)

If this answers your query, then please mark solution as accepted.

Thanks!