Compt: How to Delegate Access and Submit on Behalf of Another Person - Admin

Delegate access allows a designated Employee or Admin to submit expenses on behalf of another Employee. This is useful when an Employee cannot submit their own expenses or when another team member manages expense submissions for others.

Admins can assign the Delegate role to a user and then link that delegate to specific Employees. Once assigned, the delegate can access the assigned Employee’s account from the Assignments tab and submit expenses as that Employee.

OVERVIEW

Compt is a platform employers use to manage stipends, reimbursements, and Business Expense programs for Employees. Delegate access allows one user to act on behalf of another Employee when submitting expenses in Compt.

This feature is commonly used by finance teams, executive assistants, HR teams, or Admins who manage expense submissions for multiple Employees.

WHEN TO USE

Use delegate access when:

• An Employee needs someone else to submit expenses for them
• An executive assistant manages expenses for a manager or leadership team
• Finance or HR teams submit expenses on behalf of Employees
• An Employee is temporarily unable to submit their own expenses

BEFORE YOU START

Before assigning delegate access, confirm that:

• You have Admin access in Compt
• The delegate already exists in the Team list
• The Employee who needs a delegate already exists in the Team list
• The delegate has been assigned the Delegate role
• Employees are assigned to the delegate before access is available

HOW TO

To assign the Delegate role:

1. Log into Compt.
2. Click Stipend admin or Expense admin, then Team in the left-hand sidebar.
3. Click the Employee’s name who should act as the delegate.
4. Click the Compt Roles tab.
5. Select the Delegate role.
6. Click Save Changes.
7. Confirm the Delegate role appears in the Employee’s profile.

To assign Employees to a delegate:

1. Click Stipend admin or Expense admin, then Team in the left-hand sidebar.
2. Check the box next to the Employee or Employees who need a delegate.
3. Click Actions.
4. Click Assign Delegate.
5. Select the delegate from the list.
6. Confirm the assignment.

7. Confirm the Employee is assigned to the correct delegate

   

   

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To access an Employee account as a delegate:

1. Click the Assignments tab.
2. Find the assigned Employee.
3. Click Login next to the assigned Employee.
4. Confirm the login if prompted.
5. Review the banner at the top of the screen, confirming you are operating inside the Employee’s account.
6. Submit the Business Expense report or expenses as needed.

To exit the Employee account:

1. Click Release at the top of the screen.
2. Confirm you have returned to your own account.

WHAT HAPPENS NEXT

Once delegate access is assigned, the delegate can log into the assigned Employee’s account from the Assignments tab to submit expenses on their behalf.

All expenses submitted by the delegate appear under the Employee’s account and follow the normal claim review and approval process.

Reimbursement is processed through payroll. For exact timing, Employees should check the FAQ tab in Compt for company-specific details.

TROUBLESHOOTING

If the delegate cannot see the Assignments tab:

• Confirm the user has the Delegate role assigned
• Confirm the Employee has been assigned to the delegate using Assign Delegate
• Ask the delegate to refresh Compt or log out and log back in

If the delegate cannot log into an Employee account:

• Verify the Employee was assigned to the delegate
• Confirm the delegate is using the Assignments tab
• Refresh the page or log out and log back into Compt

If expenses are appearing under the wrong Employee:

• Confirm the delegate logged into the correct Employee account before submitting the expense
• Use the banner at the top of the screen to confirm which account is active
• Click Release to return to the delegate’s own account before switching Employees

FAQS

Q: Can a delegate submit expenses for multiple Employees?

A: Yes. A delegate can be assigned to multiple Employees and will see each assigned Employee in the Assignments tab.

Q: Will the Employee know if a delegate submits an expense for them?

A: The expense appears in the Employee’s account and follows the normal claim review and approval workflow.

Q: Can an Admin also be a delegate?

A: Yes. Any user with the Delegate role can be assigned to submit expenses on behalf of Employees.

Q: Where does a delegate access assigned Employees?

A: Delegates access assigned Employees from the Assignments tab.

Q: How does a delegate exit an Employee’s account?

A: The delegate clicks Release at the top of the screen to return to their own account.