Act as a Delegate
To act on behalf of an approver as a delegate
- Log in to your UA Concur account
- Navigate to the upper right-hand corner of the Concur dashboard and open the Profile drop-down menu by clicking the user icon
- 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
- Select the approver and click "Switch"
- To select a different account, follow steps 2-4 again (you do not need to end the current delegate session)
- 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.