How does a traveler set up a delegate?

Travelers can add individuals as delegates to assist them in preparing requests and expense reports. Travelers wishing to provide access to explore and book travel on their behalf must assign Travel Assistants or Travel Arrangers. See Related Articles for the Travel Assistant/Travel Arrangers process.

Visit travel.tennessee.edu, enter your UT NetID credentials, and follow DUO two-factor authentication to access the UT Travel System, Concur.

Click the Profile drop-down menu and select Profile Settings to begin updating your account.

image of Concur landing page with arrow indicating profile dropdown in upper right corner of screen

From the left-side navigation, click on either the Request Delegates or Expense Delegates link to add individuals for both Request and Expense modules.

Click the blue Add button to search by name or email address to identify the appropriate individual and then select the appropriate permission options. Be sure to click the blue Save button before exiting the form.

Base delegate permissions include the following: Can Prepare, Can Submit Reports, Can Submit Requests, Can View Receipts, Receive Emails, and Received Approval Emails.

Please note that these permissions allow delegates to prepare expenses, and prepare and submit requests to travel. However, travelers are required to submit travel or procurement card requests and expense reports. The permission Can Submit Reports allows the delegate to check for and resolve compliance alerts prior to a traveler's submitting their expense report.

image of recommended delegate settings discussed in text above image

 

If you have questions or need additional assistance utilizing the University’s travel system, please contact travel@tennessee.edu.

Details

Article ID: 118538
Created
Fri 10/16/20 12:03 AM
Modified
Thu 2/11/21 4:20 PM
Environment
Travel/Concur