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Travelers may choose to have staff in their department assist them with their travel needs. There are two designations - a Travel Arranger and a Delegate. The traveler must set this up in their Concur profile.
If you have been assigned to work as a delegate, your delegator will define which tasks you can complete, such as booking travel, preparing reports, etc.
If you have been assigned to work as a delegate, your delegator will define which tasks you can complete, such as preparing reports, submitting reports, etc.
To select a different user, follow the same steps but click a different name.
To return to your own tasks, click Acting as and then Done acting for others button.
The Delegate cannot set up an email account when they are delegating, nor can they use the verified email account they have set up for their own expense reports to populate another user's Available Receipts Gallery. However, the delegate can upload receipt images to Concur for attachment to the line item of the Traveler/Cardholder’s report they are acting on. The following steps should be completed during profile setup: