Switching to Another User as a Delegate

If you are a delegate creating a request or report on behalf of another person, you'll need to switch over to act as them in Concur.

 

To Act as a Delegate in Concur:

  1. Login to Concur
  2. Select Profile in the top right-hand corner

 

  1. Under the Acting as other user section, type in the traveler's name in the search bar, select them, and click Start Session

NOTE: If you do not have the Acting as other user option in your profile drop-down, you may not be a delegate. Have the traveler add you first, then try to switch over.

 

  1. You will know you are acting as another user when you see the green box in the top right that says Acting as [User's Name]

NOTE: If the traveler you wish to act as is not in your delegate list when you search, you are not assigned as their delegate. The traveler will need to add you as their delegate, then you will need to try again.

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