How to add a delegate

How to add a delegate

A delegate is a staff member with permission to act on your behalf in Concur. If your agency has a travel coordinator or administrative assistant who’s in charge of travel, you can assign them to be your delegate for creating and modifying travel requests, reimbursement requests / expense reports, and p-card reconciliations. A Delegate CANNOT submit requests or reports, they CAN create and edit them. 

See guide: https://finance.utah.gov/travel-and-p-card/add-delegate/


NOTE: If you’re an approver, you can assign a delegate to approve on your behalf. However, your delegate needs to have similar job responsibilities as you. For example, if you’re a division director, your delegate should be a deputy director or someone similar.