The instructions below can assist in managing delegates in AggieTravel.
Please note that the Account Delegate data in the Kuali Financial System (KFS) is not used by AggieTravel.
Add a Delegate
To add a delegate:
- To access this option, click Profile → Profile Settings → Expense Delegates
- On the Expense Delegates page, click Add. The search area appears.
- Type at least the first three letters of the employee's last name
- When the desired employee appears, click the name.
- Select the desired delegate options.
Option |
Description of Access |
---|---|
Can Prepare | If selected, the delegate can create expense reports and requests on your behalf. |
Can View Receipts | If selected, the delegate can view receipt images on your behalf. |
Can Use User Reporting | If selected, the delegate can use the AggieTravel Business Intelligence tool on your behalf. |
Receives Emails | If selected, the delegate receives a copy of each Expense-related email that you receive, except for approval emails. |
Can Approve | If selected, the delegate can approve expense reports, cash advances, and requests on your behalf, without date constraints. |
Can Approve Temporary | If selected, the delegate can approve expense reports, cash advances, and requests on your behalf, but only for the specified period. If you select this option, you must select a beginning and an ending date. |
Delegate can preview for approver | If selected, the delegate can preview expense reports and requests on your behalf. |
Receives Approval Emails | If selected, the delegate receives a copy of each Expense-approval-related email that you receive. NOTE: The delegate cannot approve or reject the expense report via email. |
NOTE: The Can Approve, Can Approve Temporary, and the Receives Approval Emails options appear only if you are an Expense approver, and/or the delegate is an Expense approver.
Edit or Delete Delegate Assignments
To edit delegate information:
- To access this option, click Profile → Profile Settings → Expense Delegates
- On the Expense Delegates page, make the desired changes
- Click Save
To delete delegate assignments:
- To access this option, click Profile → Profile Settings → Expense Delegates
- On the Expense Delegates page, click Delegate For (tab).
- If deleting less than 50 users, select each name individually or click the select all check box and click Delete.
- If deleting more than 50 users, click Delete All repeatedly as needed.
Delete a Delegate
- To access this option, click Profile → Profile Settings → Expense Delegates
- On the Expense Delegates page, select the check box to the left of the desired delegate.
- Click Delete.