How to Make Someone your Delegate In Concur

Why would I need to add someone as a delegate to my Concur account?

HDI Procard staff need to be able to assist with creating and editing procard and travel reports in order to process transactions made on your procard. When you receive your procard, you must add Dinah Miller and Lindsey Stinnett as delegates for this purpose. 

If you are a supervisor who approves reports, you can add someone as a delegate to approve reports on your behalf if you are going to be out of office for an extended period of time.

You can add up to 250 assigned delegates at a time in Concur. 

Video Instructions: How to Make Someone your Delegate in Concur

Logging into Concur:

1. Log into your MyUK Portal using your LinkBlue ID
2. On the MyUK Portal Homepage, select the "Menu" dropdown at the top
3. Under the "Travel and Expenses" heading, select "Manage travel and Expenses"

Adding Delegates:

1. After logging into Concur, select the circle icon with your initials on the top right hand corner.
2. Select "Settings"
3. Select "Expense Delegates"
4. Select "Add"
5. Type the name, link blue, or email of the person you want to make a delegate. If you are making HDI Procard staff delegates, add Dinah Miller and Lindsey Stinnett. 
6. Select the delegate
7. Select the "Can Prepare" and "Can View Receipts" boxes for HDI Procard Staff delegates. If you are a supervisor who approves reports and you need to delegate someone to approve your reports on your behalf for a period of time, select the "Can Approve Temporary" box.
8. Select "Save"

You have now added a delegate to your Concur account. If you have added HDI procard staff as delegates, email HDIProcards@uky.edu to let them know.