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New Member - Level 1

Acting as a Delegate Profile Settings



I have been approved to act as the delegate for two people on my team. I can now switch from my username and profile to "act as another user". When I click on the user I want to act as, I cannot see the tabs for expenses, travel, etc. Basically, I can act as that user but cannot actually do anything with their profile or expenses. Any idea why that is and how to fix it? 


To add a delegate:

  1. From the Delegates screen, click Add.
  2. In the search field that appears, type the last name of the employee you wish to add as a delegate.
  3. When the full name appears based on the search, click the employee's name.
  4. Select the checkboxes of the responsibilities to want to give to your delegate.
    1. I've asked the people I am acting as a delegate for and the checkboxes (can use reporting, etc). are shaded so they can't edit them. 
  5. Click Save.

Any help or insight is appreciated! Thank you.

Community Manager
Community Manager

@emcquaid from your description it sounds like the delegate configuration wasn't set up to allow others to create, submit, and review expense reports for others. You'll need to reach out to the person at your company who is the SAP Concur site administrator. Usually you can find their name in the Company Notes section of the SAP Concur home screen. If you don't have a Company Notes section, work with your direct manager to see if they know who to contact.

Thank you,
Kevin Dorsey
SAP Concur Community Manager
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