Objective
In Delegate Configuration, you specify which purchase requestion actions – such as creating, submitting, or approving purchase requests – a user can delegate to another user. Most companies use a single delegate configuration, but configurations can differ by group. You can assign a delegate configuration to one or more employee group configurations; however, each employee group configuration can use only one delegate configuration.
Review the following steps to learn how to configure delegate settings.
Navigate to Invoice Admin > Delegate Configurations > Purchase Request and select New.
Enter the Delegate Configuration Name.
Select the Groups the configuration applies to.
Select the Delegate Settings for the User Administrators and Employees. Note that permissions can be applied to both User Administrators and Employees, or the individual roles. When you’re done, select Save.
Review the following steps to learn how to modify delegate permissions.
Navigate to Invoice Admin > Delegate Configurations > Purchase Request, select a configuration name and then select Modify.
Select the appropriate permissions. Note that permissions can be applied to both User Administrators and Employees, or the individual roles. When you’re done, select Save.
