Concur: Add a Delegate

Environment

Concur

Issue

How to add an expense delegate in Concur

Resolution

1. Log into Concur
2. In the upper right corner, click Profile then Profile Settings
3. On the left of the screen, click Expense Delegates
4. Verify the Delegates tab is selected and not the Delegates For tab
5. Click Add
6. Enter the uniqname of the person who should be made a delegate
7. Check the boxes for Can Prepare, Can Review Receipts and Receives Emails
8. Click Save

Additional Information

Need additional information or assistance? Contact the ITS Service Center.