Manage Your Approvers and Delegates

There are 3 types of delegates.

1. Transaction delegates: Users in your organization that can attach reciepts to expenses and code expenses on behalf of another person in your organization

2. Card approval delegates: Users in your organization that can approve cards for another user. You set the limits for what approval authority they have.

3. Transaction report delegates: Users in your organization that can approve transaction reports for another user.

Transaction delegates: These are users in your organization that can attach recipts and code expenses on behalf of another person in your organization. to set somone up as a transaction delegate 

To assign a transaction delegate for a user go to Settings and select Manage Users in your Team settings. Find the user whose transactions you would liked managed by a delegate. Click the 3 dots next to their name, select "Manage Approvers" and at the bottom of the popup you'll see Transaction Management. In the dropdown select the user who you'd like to assign as a delegate and save changes. 

To assign a transaction report and card approval delegate for a user go to Settings and select Manage approvers and delegates in your Team settings. Here you can add or remove delegates by simply clicking the Add button next to a users name an choosing the user for whom they approve cards or transaction reports for.