Expense Delegates

The following steps will show how to allow a given user to act on behalf of another.

1. The user-1 enters the “Profile Settings” section in Concur.

2. Then, the user-1 accesses the “Expenses Delegates” page in the “Expense Settings” section. Here is where this user can assign permissions to user-2 to be acting as a delegate.

In this case, user-1 hasn’t assigned any permission to user-2 yet. 

3.  Going back to AxosMoney, if this moment the user-2 accesses the ‘Acting as’ menu, he will not be able to act as the user-1  (or any other) and the application displays ‘Without Delegates’.

The following sections explain what happens when assigning any of those permissions in Concur.