Delegate Access: Submitting on Behalf of Another Person (Company Administrators)

There may be times when an employee needs to submit expenses on behalf of another employee. Delegate access is the feature that makes this possible.

This article covers how to set up that access and the general steps involved so another employee or administrator can submit expenses on someone’s behalf.

To Assign an Employee the Delegate Role

(the person who will submit expenses on behalf of another employee)

1. Go to the Team tab and click the employee’s name who should have delegate access.
2. Select the Compt Roles tab.
3. Check off the Delegate option and save your changes.

To Assign Team Members to a Delegate

(the employees who need expenses submitted for them)

1. Go to the Team tab.
2. Check the box next to the employee(s) who need a delegate.
3. Click Actions > Assign Delegate.
4. Select the reviewer (delegate) from the list and confirm the assignment.

To Access a Team Member’s Account as a Delegate

1. Go to the Assignments tab.
2. Click Log in as <employee name>.
3. You’ll see a banner at the top of the page confirming you are in their account (not your own).
4. When finished, click Release at the top to sign out of their account and return to your own.