Adding a Delegate

Objective

After completing this lesson, you will be able to add a delegate using Concur Expense.

Concur Mobile App Complements Concur Web Solution

The Concur Mobile App complements the Concur web solution. In some cases, you'll need to use the Concur web solution to enable certain features in your profile in order to use them on your mobile phone. The following instructions will explain how to enable or use this feature in the web solution https://www.ConcurSolutions.com.

Adding a Delegate

If there's one constant, it's change. People get sick, travel plans change, and we even take vacations! These things don’t need to interfere with creating, submitting, or approving expense reports. This is where a delegate comes in. By selecting a delegate, they can perform these tasks on your behalf if you’re unable to do so. Expense delegates can be added to create, edit, and submit expense reports for you. Now, let's set up this key expense profile setting.

  1. Select Play to start the preceding video. TIP: You can turn on closed captions and change the audio speed here in the embedded player control bar.
  2. Open the step-by-step guide: Adding a Delegate Tip Sheet.
  3. Sign into https://www.ConcurSolutions.com and follow the Tip Sheet steps to set up the Concur Expense feature. You can toggle between the Tip Sheet and Concur Expense or view them side-by-side while you perform the tasks.

(Having trouble signing in? Review Unit 1, Lesson 2 of this learning journey or this SAP Concur Community article: Why can't I sign into the SAP Concur tool?.)

Note: If your organization has disallowed certain delegate actions, they can be displayed as grayed out. See the following screenshot for an example.

Expense Delegates screen showing some functions (like the Can View Receipts column and the Can Approve Temporary column for some users) grayed out because they are not enabled by the organization's SAP Concur Administrator.

Note

Your organization may not have purchased or enabled all the products and features discussed in this lesson.