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

Delegate access allows a designated employee or administrator to submit expenses on behalf of another employee. This is useful when someone cannot submit their own expenses or when an administrator needs to manage 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 temporarily access the employee’s account to submit expenses as that employee.

Delegate access allows one user to act on behalf of another employee when submitting business expense reports in Compt. This feature is commonly used by finance teams, executive assistants, or administrators who manage expenses for multiple employees.

Once delegate access is configured, the delegate can log into the assigned employee’s account from the Assignments tab and submit expenses as if they were that employee.

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 assigning delegate access:

• The delegate must already exist in the Team list in Compt

• Admin permissions are required to assign the Delegate role

• Employees must be assigned to the delegate before access becomes available

How to

Assign the Delegate role

1. Click Team in the left sidebar.
2. Click the employee’s name who should act as the delegate.
3. Select the Compt Roles tab.
4. Check the Delegate role.

5. Click Save Changes.

   

Assign employees to a delegate

1. Click Team in the left sidebar.
2. Check the box next to the employee(s) who need a delegate.
3. Click Actions.
4. Click Assign Delegate.
5. Select the delegate from the list.
6. Confirm the assignment.

Access an employee account as a delegate

1. Click the Assignments tab.
2. Click Log in as <employee name> next to the assigned employee.
3. Confirm the login if prompted.

A banner will appear at the top of the screen confirming that you are operating inside the employee’s account.

4. Submit the business expense report or expenses as needed.

Exit the employee account

1. Click Release at the top of the screen.

You will immediately return to your own account.

What happens next

Once delegate access is assigned, the delegate can log into the employee’s account at any time through the Assignments tab to submit business expenses on their behalf.

All expenses submitted will appear as claims under the employee’s account and will follow the normal claim review and approval process.

Reimbursement

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

Troubleshooting

• 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
• The delegate cannot log in to an employee account
  • Verify the employee was assigned to the delegate
  • Refresh the page or log out and back into Compt
• Expenses are appearing under the wrong employee
  • Confirm the delegate logged into the correct employee account before submitting the expense

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 will appear in the employee’s account and follow 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.