Remove a delegate in Concur

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How to remove a delegate in Concur

You can remove a delegate you assigned to act on your behalf. You can also remove yourself as a delegate if another user assigned you as their delegate.

Remove a delegate


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Click the blue circle with your initials in the top-right corner of the page.

Then click Profile Settings.



You’re at the Profile Options screen.

In the menu on the left side, click Request Delegates or Expense Delegates. Either option will take you to the same screen.

Screenshot of where to select request delegates or expense delegates

yellow thumbtack next to important information

You’re at the Request Delegates screen or the Expense Delegates screen. The delegates you assigned are listed under the Delegates tab.

Screenshot of the Request Delegates screen with an arrow pointing to the Delegates tab

In the Delegates tab, select the box next to the delegate you want to remove.

Screenshot of the Delegates tab with an arrow pointing to a checkbox


Click the blue button Delete.

Screenshot of the Delegates tab with an arrow pointing to the Delete button

Screenshot of the pop-up window that says Are you sure you want to delete the selected delegates?

A pop-up window will appear that says, "Are you sure you want to delete the selected delegates?" 

Click OK.



You’ll see a banner that says, “Your changes have been saved.”

You’ve successfully removed a delegate!

Screenshot of banner that says your changes have been saved

Remove yourself as a delegate


Image

Click the blue circle with your initials in the top-right corner of the page.

Then click Profile Settings.



You’re at the Profile Options screen.

In the menu on the left side, click Request Delegates or Expense Delegates. Either option will take you to the same screen.

Screenshot of where to select request delegates or expense delegates

yellow thumbtack next to important information

You’re at the Request Delegates screen or the Expense Delegates screen. The people who assigned you as a delegate are listed under the Delegate For tab.

Screenshot of the Request Delegates screen with an arrow pointing to the Delegate For tab

In the Delegate For tab, select the box next to the delegate you want to remove.

Screenshot of the Delegate For tab with an arrow pointing to a checkbox


Click the blue button Delete.

Screenshot of the Delegate For tab with an arrow pointing to the Delete button

Screenshot of the pop-up window that says Are you sure you want to delete the selected delegates?

A pop-up window will appear that says, "Are you sure you want to delete the selected delegates?" 

Click OK.



You’ll see a banner that says, “Your changes have been saved.”

You’ve successfully removed a delegate!

Screenshot of banner that says your changes have been saved