Designating Delegates

These instructions cover how to designate delegates for your Concur account. By providing delegate(s) access to your account in Concur, delegate(s) can prepare reports or requests on your behalf.

Click on any of the links below to skip ahead to that section.

If you need assistance with logging into Concur, please go to Logging into Concur. 

User's View

Adding a Delegate to your Profile

Step 1: Select Profile at the top right corner of the web page.

Concur Portal. On the top right corner, there is an option to click on "Profile." This option is highlighted and there is a green arrow pointing towards it.

Step 2: Then, click on Profile Settings.

Concur portal. On the top right-hand corner, there is an option to click on "Profile Settings." This option is highlighted in green, with an arrow pointing towards it.

Step 3: Once redirected to your Profile Options, click on Request Delegates under Request Settings.

Profile options has been opened. In the lower left-hand corner, there is an option to request delegates. This option is highlighted in green and has an arrow pointing towards it.

Step 4: You will be taken to the Request Delegates page. Select Add to add a delegate.

Request Delegates tab has been opened. On the left-hand side, there is an option to click on "Add." This option is highlighted with an arrow pointing towards it.

Step 5: A field will open up for you to type in the delegate’s name. Enter the delegate’s name, and then click on the name in the results, under the drop-down.

Request Delegates dashboard. In the search bar, a name has been typed in. Next to the search bar, there is an option to click on the "Add" button. This field is highlighted in green with an arrow pointed toward it.

Step 6a: Once you click on the name, the delegate's name will automatically save into this row.

Request Delegates dashboard. On the bottom, there is the name of an individual, and the following check boxes: can prepare, can view receipts, can use reporting, receives emails, can approve temporary, can preview for approver, and receives approval emails. This field is highlighted in green with an arrow pointing towards it.

Step 6b: Select the type of access you want the delegate to have. You may designate more than one.

Request delegates dashboard. On the bottom, there is the name of an individual and the following checkboxes: Can prepare, can view receipts, can use reporting, receives emails, can approve temporary, can preview for approver, and receives approval emails. This field is highlighted in green with an arrow pointing toward it.

Step 7: Once you’ve chosen the appropriate access, select Save.

You will receive a message with “Your changes have been saved.”

Your delegate does not get automatically notified, as such it is recommended to let your delegate know of their responsibilities.

Request Delegates dashboard. There are three options to click on. These three options are "add", "save" and "delete." There is a green arrow pointing toward the "Save" option.

6 Types of Access:

Can Prepare

  • The delegate can prepare your travel request and expense report on your behalf.

Can View Receipts

  • The delegate can view the receipts you’ve uploaded.

Receives Emails

  • The delegate will receive the same emails as you.

Can Approve Temporary

  • Another approver can be set-up as a temporary approver for no more than 30 days.

Can Preview for Approver

  • The delegate can preview travel requests and expense reports for you.

Receives Approval Emails

  • The delegate can receive emails of travel requests and expense reports that have been sent to you for approval.

Delegate's View

How to Log In as a Delegate for Another Person

Step 1: Select Profile at the top, right corner of the web page.

Concur Portal. In the top right corner, there is an option to click on "Profile." This option is highlighted and there is a green arrow pointing toward it.

Step 2: In the profile, the delegate will have a new field called Acting as other user. Type in the user whom you are a delegate for, or click on the drop-down list.

Concur Portal. The profile option has been clicked on and there is now an option to input a user's name. This field is highlighted in green with an arrow pointing toward it.

Step 3: Select the user you would like to prepare request/reports or preview for by clicking on the name in the drop-down.

Profile tab. Under "acting as other user," a user's name has been inputted. There is a green arrow pointing toward the user's name.

Step 4: After you have selected the name of the user, click on Start Session.

Profile section. Under "Acting as other user," there are two options. These two options are: "cancel" and "start session". The start session option is highlighted in green with an arrow pointing toward it.

Step 5: Concur will then load the page as if you are viewing from the user’s perspective. As noted in the green box, these are the areas that will indicate whose profile you are working in.

Concur Portal. On both the left and right-hand sides, the user's name, "Kyle Burrell", is listed.

Step 6: Once you have completed delegating on behalf of someone else, click on the top right green box stating Acting as. Then, click Done acting for others.

Concur portal listing the name Kyle Burrell in the top right-hand corner. On the bottom, the option to click "Done acting for others," is highlighted in green with an arrow pointing toward it.

Need more help?

Contact Concur Support at concur@fullerton.edu or at 657-278-3600.