Enabling Delegates

A delegate has access to another user’s account and can book services on their 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, they 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 the Users drop-down menu and choose Delegate Settings, or click Delegate Settings in the left hand column of the Manage Users window.

You can then click to check or uncheck the following: 

•  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 to save your changes.