Concur How-to: Acting as a Delegate or Travel Arranger
Delegates are assigned for expense report processing, while travel arrangers are assigned for travel processing. You can be just a delegate, just a travel arranger, or both a delegate and a travel arranger.
Read the procedures
Select the Profile menu in the upper right corner.
If you have been assigned as a delegate or travel arranger for someone, you will see the Acting as other user section.
To act on behalf of someone else:
Use the dropdown to search for and select the individual on whose behalf you need to act. Then, click Start Session. A green box will appear in the upper right corner of your screen, displaying the name of the individual on whose behalf you are acting.
Note: You will only be able to locate those individuals who have identified you as their delegate and/or travel arranger.
You will also only see the areas you can access on the individual’s behalf. If you are a delegate, you can access the Expense tab. If you are a travel arranger, you can access the Travel tab. If you are both a delegate and a travel arranger, you can access both tabs.
To end your delegate or travel arranger session:
Select the Acting as other user menu (green box in the upper right corner of your screen) and click Done acting for others.
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