Adding or Removing Request and Expense Delegates

A Delegate is a user who is granted permission to act on behalf of another user to perform tasks such as creating or approving Travel Requests and Expense Reports.

  1. Log in to concur.charlotte.edu to begin.
     
  2. Select the blue profile icon > Settings. 

     
  3. Under Profile Options, select Expense Delegates. 
    Note: Expense and Request share delegates. By assigning permissions to a delegate, you are assigning permissions for Expense and Request.
     
  4. Select Add.
     
  5. Begin typing the employee name, email address, or employee ID. Once the desired personnel are populated, select that name to add. 
     
  6. Select the boxes that apply: 
    • Can Prepare – allows delegates to prepare requests/expense reports on your behalf. 
    • Can Submit Requests - allows delegates to submit Travel Requests.  
    • Can View Receipts – allows delegates to view receipts that the user has uploaded. 
    • Receives Emails – allows delegates to see email notifications that the user receives. 
    • Can Approve – if you are an approver (supervisor/budget approver), this allows the delegate to approve on your behalf. 
    • Can Approve Temporary – best used if approver is out of office without access to Concur. 
    • Can Preview for Approver – allows delegates to see reports but not approve (read-only).
    • Receives Approval Emails – allows delegates to receive email notifications about reports pending user approval. 
       
  7. Once all desired choices have been selected, select Save.

    Option 1: Delegate can Prepare and Approve


    Option 2: Delegate Can Only Prepare


    Option 3: Delegate Can Only Approve


    Option 4: The Delegate can perform all tasks on behalf of the user.

     

Deleting a Delegate

Users can also be deleted from this section by selecting the check box next to their name and clicking Delete.

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