Expense Report Delegate

[ColleenSchad]

I have listed a few delegates in Concur but do not understand how they get assigned to a specific user in order to carry out the functions of creating and submitting a report.  I'm basically trying to tie specific delegates to specific manager/user.  Thanks for any insight on how this works.

[KevinD · Accepted solution]

@ColleenSchad delegates get assigned directly to other people. Either the person themself adds their delegate to their profile under Profile>Profile Settings>Expense Settings>Expense Delegates or the site administrator goes into Company Admin, pulls up the profile of someone who needs a delegate added and scrolls down to Expense & Invoice settings and clicks the Expense Delegates link. Here the admin can add delegates for that person.

Let me know if this helps.