Get the free Concur How-to: Identifying Delegates in the Concur Travel ...

Travel approval processAPPROVAL STATUS DESCRIPTIONTraveller or administrator deletes travel requestApprover has not approved the travelCANCELLEDNOT APPROVED supervisor or delegate can set status to

How to fill out concur how-to identifying delegates

How to fill out concur how-to identifying delegates

1. To fill out Concur and identify delegates, follow these steps:
2. Log in to your Concur account.
3. Click on the 'Profile' tab.
4. Select 'Delegate Access' from the options.
5. Click on the 'Add a delegate' button.
6. Enter the delegate's email address in the provided field.
7. Choose the delegate's access level (view or edit) from the drop-down menu.
8. Click 'Save' to add the delegate.
9. If you need to add more delegates, repeat steps 4-7.
10. To remove a delegate, click on the 'Remove' button next to their name.
11. By following these steps, you can successfully fill out Concur and identify delegates.

Who needs concur how-to identifying delegates?

1. Anyone who uses Concur and wants to delegate access to another person needs to know how to identify delegates.
2. This can be useful for business travelers who want their colleagues or assistants to handle their travel and expense management.
3. Managers also often delegate access to their team members for expense reporting purposes.
4. So, anyone who wants to delegate certain tasks or responsibilities related to Concur can benefit from knowing how to identify delegates.

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What is concur how-to identifying delegates?

Concur how-to identifying delegates is a process of assigning representatives or substitutes to act on behalf of a participant in the Concur system.

Who is required to file concur how-to identifying delegates?

Any participant who needs to designate someone else to submit expenses or make travel arrangements on their behalf.

How to fill out concur how-to identifying delegates?

Participants can fill out the form by logging into Concur, navigating to the delegate section, and entering the necessary information for the designated representative.

What is the purpose of concur how-to identifying delegates?

The purpose is to streamline the process of handling expenses and travel arrangements by allowing participants to designate others to act on their behalf in the Concur system.

What information must be reported on concur how-to identifying delegates?

Participants must report the name, contact information, and permissions granted to the designated representative on the form.