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Delegates Defined

A delegate is a user who has been granted privileges to act on behalf of another user in the preparation or approval of expense reports. Delegates can be assigned temporarily (for example, while someone is on vacation) or can be ongoing (such as an administrative assistant who has permanent delegation rights for another user).

When a delegate prepares reports on another user's behalf, the last step of the process will be Notify employee (instead of Submit). This is because the owner of the report must be the one to accept the disclaimer and, ultimately, submit the report.

Also, a delegate cannot make travel arrangements for another user. For that, the user needs to designate a Travel Assistant.