Acting as a Delegate-on behalf of another user in Concur

Step-by-Step Procedure

Acting as a Delegate-on behalf of another user in Concur

To act on behalf of another user in Concur, they will need to assign you as their Delegate or contact the Travel Office for assistance. Then follow the next 4 steps:

Steps to Complete

1.) 1

To act on behalf of another Concur user (Delegate), click on the Profile box in the upper right side of the Concur home page and then click “Act on Behalf of Another User”. Enter their name, select from the results and click Start Session

2.) 2

Your screen will show the person’s name you are acting as in the upper left side and the profile box on the right will say, “Acting as NAME.

3.) 3

You may now access Request, Travel, Expense or Approvals buttons in the top black banner as your permissions allow, to perform tasks for the person for whom you are delegating.

4.) 4

To stop acting for others and return to your Concur profile, click on the profile box located in the upper right side of the Concur home page, and then click "Done acting for others."