How to act on behalf of another traveler/approver?

Assuming the Authorized Approver Role

There are situations in Concur when a user needs to act on behalf of another traveler or an approver.  This allows a delegate to enter travel requests and expenses for another traveler.  It also allows an approval delegate to approve items for the named approver. 

  The functionality to act on behalf of another user is found under Profile > Profile Settings.  As part of the name is entered, all people for whom the user is a delegate whose name matches will appear in a dropdown window.  The user can then select the one on whose behalf they want to act. 

 

  After the appropriate person is selected, the upper right corner of the screen shows that the user is acting as that person.

 

The user can then perform functions for which they are authorized.  These can include entering and managing travel requests, expense reports, approvals, and preview approvals.  Which actions are available to the user are based on the responsibilities the employee assigned to that user.

Confirming Delegate Access

In order to act on behalf of another person, first the user must be a delegate for that person.  To determine the persons who have set up a user as their delegate, the user can look in their profile.  Under Profile Settings, select Expense Delegates.

The second tab ‘Delegate For’ lists the people for whom the user can act.  The boxes checked indicate what actions the user can take on behalf of that person.  In the example below, the user can approve items on behalf of APProxy Test.  The user can preview approve items on behalf of Cost Object Approver Test.  The user can enter request and expense reports for Guest Non-Citizen Test and Guest Traveler Test.

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

 

 

 

 

 

 

 

Details

Article ID: 134182
Created
Wed 7/7/21 11:05 PM
Modified
Mon 7/26/21 4:23 PM
Environment
Travel/Concur