Act as a Delegate

To act on behalf of an approver as a delegate

  1. Log in to your UA Concur account
  2. Navigate to the upper right-hand corner of the Concur dashboard and select the drop-down menu on Profile
  3. Under “Acting as other user,” search for an approver by name, UA ID or email address
  4. Select the approver and click “Start Session”
  5. To select a different account, follow steps 2-4 again (you do not need to end the current delegate session)
  6. To end delegate session, open the Profile menu and click “Done acting for others”

Hot Tip: When accessing a user’s account as a delegate, verify that “Acting as <user’s name>” replaces "Profile" in the upper right-hand corner.