Act as a Delegate in Concur

To act as a Delegate in Concur, follow the steps below:

  1. Log in to concur.charlotte.edu
     
  2. On the Concur Homepage, select the blue profile icon.
     
  3. Select Act as Another User dropdown.
     
  4. Select A Delegate for another user who has granted you this permission.
     
  5. In the ‘Search by name or ID’, enter the name of the user who has granted this permission. Select Switch.

     
  6. In the top right-hand corner, the name of the traveler for whom this Delegate session has been initiated will appear in green, where the blue profile icon appears.

     
  7. When finished acting as another user, select the name of the traveler that appears in green. Under the ‘Act As’ section, select Myself, select Switch. 
     
  8. Complete steps 2-7 if needing to initiate another Delegate session for another user. 
    Note: If the Request or Expense options do not populate, this indicates that the user has not provided Delegate permissions to you. This article, Adding or Removing Request and Expense Delegates, will assist the user through the process of granting Delegate permissions. 
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