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A delegate has access to another user’s account and can book services on that user's behalf. A delegate can book travel for another user, and create and submit another user's expense report.

Users can designate another user to be a delegate. For example, a manager can assign an assistant to be a delegate that can book travel for the manager and create and submit the manager's expense reports.

To enable the delegate feature, each employee you add must be designated as someone who can become a delegate and/or add a delegate.

Click on the Delegate Settings link on the left side of the page.

Check the boxes if appropriate:
Become a delegate – Allow users to become a delegate of someone else’s account
Add a delegate – Allow users to add someone else as a delegate to their account
Click Save

 

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