Explore the ins and outs of Concur Expense delegate functionality with Paulette Vest in this set of quick, comprehensive videos. From Admin setup and maintenance to seamless navigation for users, understand how leveraging delegates can streamline expense tasks, minimize security risks, and improve operational efficiency - all while keeping login credentials secure.
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The what and why of delegates
Uncover the benefits and setup process of using delegates in Concur Expense. Learn how delegates can streamline expense management, ensure business continuity, and enhance security by eliminating the need to share user credentials.
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Setting up delegates
Understand how to set up delegates in Concur Expense and the key differences between standard and professional editions. Learn how to configure delegates, customize their permissions, and simplify expense management processes for your organization. credentials.
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Assigning delegates
Learn how to effectively assign delegates in Concur Expense. Discover both user and admin methods for designating delegates to streamline workflows and ensure business continuity, with step-by-step guidance for both Standard and Professional editions.
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Acting as a delegate
Discover how to act as a delegate in Concur Expense. Learn how delegates can seamlessly access and manage another user's account, both on desktop and mobile, to streamline expense management and maintain business continuity.
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Delegate restrictions and security
Explore delegate restrictions and security measures in Concur Expense. Learn about approval limitations, receipt declarations, fraud prevention, and the importance of audit trails in managing delegate actions effectively.
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