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 open the Profile drop-down menu by clicking the user icon
  3. Select “A Delegate for another user who has granted you this permission” under “Act As” then search for user by name, UA ID, or email address
  4. Select the approver and click "Switch"
  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, select “Myself” from “Act As” and click “Switch”

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.