How to Assign Someone as Your Delegate

Step-by-Step Procedure

How to Assign Someone as Your Delegate

If you assign someone with delegate status in your Concur profile they can work as your travel arranger or assistant

Steps to Complete

1.) Go to the Profile Setting in Concur

Log in to Concur, click on the "Profile" button located on the top right side of your screen. Then click on "Profile Settings."

2.) Select either Request Delegate or Expense Delegate

By selecting either the "Request Delegates" or "Expense Delegates" button, located along the left side of your screen, you will be able to add a delegate. Either button leads you to this setting.

3.) To add the name of your delegate:

1. Click on the "Add" button located above the Search box
2. Enter the name or uoregon.edu email of the person in the Search box
3. Click the "Add" button located below the search box

4.) Assign permissons to your delegate

Click on the boxes for: "Can prepare", "Can Book Travel", "Can View Receipts", "Receives Emails"
Then click "Save"