Assigning Delegates and Travel Arrangers

Concur – How to assign users to perform tasks on your behalf

Assign your default expense approver

If you’re not sure who to select as your expense approver, check with the staff in your department.

Assign an expense approval delegate to your profile

You may choose to allow another user to access your approval queue in Concur. This ensures that someone can perform approvals on your behalf in the event that you are away from the office or unable to access Concur for any reason.

Note: Your approval delegate will need to click on the Profile button in the top right corner of the Concur homepage and then select your name from a dropdown menu in order to access your approval queue. Reports will not route directly to your delegate; they will continue to be sent into your worklist, which your delegate can access in your absence.

Assign a travel arranger to your profile

Travel arrangers have access to view or update the information in the traveler’s profile and can book travel on the user’s behalf.

Related Resources

To learn more about Princeton’s Travel policies and procedures, please visit the Travel website. For more information regarding credit card mobile alerts and related applications, please reference the knowledge article, Travel Alerts and Mobile Apps.