What is a delegate in Concur and what tasks can they perform?

Tags Concur
  • A delegate in Concur is a user who is granted permission to act on behalf of another user to perform tasks such as creating or approving requests and expense reports.
  • When assigning the delegate in the system, the user determines the tasks a delegate can perform on their behalf. The following tasks can be assigned to a delegate:
    • Prepare and/or submit Requests for a traveler.
    • Prepare Expense Reports for a traveler or cardholder.
    • Approve Requests and/or Expense Reports in place of the system-assigned approver.

A delegate can be UNC Charlotte faculty, staff or graduate students.