Adding a Delegate

[FIMMarks]

I need to reimburse someone, but forgot how they need to add me as a delegate. How do they add me as a delegate, so that I can process reimbursements for them through Concur? Thank you. 

[tabithab]

Go to User Administration and into your profile. At the bottom, there is a link listed as Expense Delegates. There you should be able to add their names to your profile under Delegate For. Be sure to check the correct boxes such as Can Prepare, Can Submit Reports, Can Submit Requests and Can View Receipts. I think you will need administrator access.

[KevinD · Accepted solution]

@FIMMarks the steps listed by @tabithab are if you have admin rights in your site. If not, then the person needs to:

1. Log in to their SAP Concur account

2. When logged in, click Profile

3. Select Profile Settings

4. On the left side of the screen under Expense Settings, click Expense Delegates

5. Click Add. A search field appears

6. Type in your last name.

7. Select your name when it appears

8. Click the checkboxes that say Can Prepare and Can Submit

9. Click Save

That is how they add you as their delegate.

[Sizzygirl1]

I am new to this and have tried several times to do this, but I have nothing on the left of my screen under settings.

[Sizzygirl1]

[vw]

How can you add a Contractor as a delegate? They can book travel but cannot create a report. 

[Casandra]

Hi, My client is having trouble adding me as delegate to assist with processing expense reports in Concur.  My client Sheng Song was able to add me as a delegate for travel only.  Please assist, thanks 

[Gabrielrc]

I need help adding a delegate.