Delegates in Concur

Concur offers users the ability for users to assign delegates within the system.  These delegates can act on behalf of that employee.  The following considerations must be noted:

Preparing request and expense reports:

      • Delegates may assist with the preparation of travel requests and expense reports.

      • Delegates are not allowed to submit travel requests that contain cash advances

      • Delegates are not allowed to submit expense reports on behalf of the traveler

Booking travel

      • Employees can assign a Travel Arranger to assist with the booking process.

Approving request and expense reports

      • Delegates may assist with the approval of travel requests and expense reports.

        • NOTE: Approval delegation can be assigned to other employees that have the approver role within Concur.

        • The Previewer role allows a non-approver to assist with the review of request and/or expense reports. This role can be assigned to anyone with a Concur profile.

 

Image of delegating work by selecting one individual in a line of people

 

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