Name: Adding a Delegate in SAP Concur
Uploaded: 2023-10-1
Duration: 231 s
Description: A delegate is an employee who is granted permission to act on behalf of another employee to perform tasks, such as creating, submitting, and approving expense reports. A delegate will need the same level or higher permissions to act on your behalf.

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<div>A delegate is an employee who is granted permission to act on behalf of another employee to perform tasks, such as creating, submitting, and approving expense reports. A delegate will need the same level or higher permissions to act on your behalf. </div>

Adding a Delegate in SAP Concur

Adding a Delegate  A delegate is an employee who is granted permission to act on behalf of another employee to perform tasks, such as creating, submitting, and approving expense reports. In the following example, you will see how to add an expense delegate to act on your behalf. To add a delegate, select the Profile icon, and then select Profile Settings. On the Profile Options screen, select Expense Delegates. Note that a delegate will need the same level or higher permissions to act on your behalf. To assign permissions to a new delegate, from the Delegates tab, select Add. Search for and select a delegate by employee name, email address, or login ID. For this example, enter all or part of the name of the employee that you want to act on your behalf, and then select the employee from the results. Select the appropriate checkboxes to specify if the delegate can prepare and submit reports, view receipts, receive emails, can be a temporary approver for up to 30 days, can preview for approver, and receive approval emails. First, select the Can Prepare checkbox so that the delegate can prepare reports on your behalf. Next, select the Can Submit Reports checkbox to give your delegate permission to submit reports for you. Note that to allow a delegate to email receipts into a user's available receipts library, you must select the Can View Receipts checkbox. Select the Receives Emails checkbox to allow the delegate to receive emails for you. Select if they can temporarily approve expense reports on your behalf. Note that you can only assign a temporary approver for a maximum of 30 days. Enter the beginning and ending dates during which time they can make the approvals. For this example, you don't need the delegate to preview reports for you. Next, select the Receives Approval Email checkbox so that they can receive approval emails, and then select Save. To allow a delegate to email receipts, both you and the delegate must verify your email addresses in your respective Profile Settings and email accounts. To verify an email address, select the Profile icon, and then select Profile Settings. You must first verify your email address, and then the assigned delegate acting on your behalf will add and verify their email address to enable receipt submission via email to receipts@concur.com. Also, make sure that the employee has added you to their list of travel arrangers or expense delegates. To begin the email verification process, on the Profile Options page, select Email Addresses. To verify your email address, select Verify. An email with a verification code will be sent to your email address. In the Verification Email Sent pop-up window, select OK. For verification purposes, type the code, sent by SAP Concur, in the Enter Code field. Note that as an easier option, you can copy and paste the code from the email that was sent to you. After you enter the code, select OK. and then in the Email Verification Status pop-up window, select OK. Once both you and your delegate have successfully verified your email addresses, the delegate can email receipts on your behalf for use in expense reporting. The delegate will send an email to receipts@concur.com with the attached receipt images. Note: Enter only the users (for whom you are delegating for) verified address in the Subject: line. Emailed images sent by your delegate will display in the Available Receipts library of your profile, just as if you had done it yourself.