Adding & Removing Delegates in Concur

This article provides information and instructions for those seeking to add or remove delegates or add or remove themselves as delegates for others in the UCLA Express/Concur application.

Deligating Concur Activity

UCLA Extension staff who wish to allow other staff members to initiate travel arrangements and/or expense reimbursement requests on their behalf can do so by assigning individual delegates to their Concur profile. Likewise, staff assigned as delegates can manage the list of individuals they are assigned to support in Express/Concur.

UCLA Travel Services has prepared specific instructions for adding, deleting, and managing Delegates and Delegates For in Express/Concur at the link below.

• Concur Quick Reference Guide - Adding & Removing a Delegate

Travel Delegate Training

UCLA Travel Services provides additional training for Travel delegates who may be asked to prepare expense reports on behalf of others (travelers must submit their own expense reports). Individuals with delegate responsibilities are encouraged (but not required) to complete the following modules and courses:

• Act as a Delegate (4 minutes)
• Preview Reports for an Approver (2 minutes)
• UCLA Travel & Business Events Policy Training (60 minutes)

See also:

• UCLA Express/Concur (application)
• Express/Concur Quick Start Guide (PDF)
• Contact the UCLA Express Helpdesk
• Contact the UCLA Travel Center
• UCLA Travel Services web site
• UC Policy G-28 - Travel Regulations
• UC Policy BUS-79 -Expenditures for Business Meetings, Entertainment, and Other Occasions

For additional information about this topic, please contact [e-mail].