Assigning a Delegate

Assigning a Delegate

Assigning a delegate on your behalf can be useful if you would like another user to be able to authorise claims on your behalf (for example if you are taking annual leave).

To assign a delegate, click on your user name in the top right of the Dashboard, and select Assign delegate.

Use the filer to narrow down the list of available delegates, and select one by using the arrow next to their name.

You can also remove delegates from here using the Remove button.

Please note, the ability for users to assign delegates is not available on all sites. If this is the case, you will need to ask an Admin user to assign the delegate on your behalf.

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Still stuck? Our support team are here to help, available every weekday from 8.30am to 6pm. Call +44 (0) 1270 611800

Web Application Version 221.0

Expected release 18/05/2021 6:00am Enhancements New Credit Card admin toggles.Disable claim creation except from the credit card reconciliation screen.Keep all

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Web Application Version 220.1

Expected release 13/05/2021 6:00am Enhancements N/A Bug fixes Fixed issue with webservices which prevented direct entry mileage lines from synchronising

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