Purpose
This article describes the delegate role for TravelBank users.
Audience
This article is directed toward administrators with a paid TravelBank expense and travel management account. It also applies to Commercial Rewards Card program administrators on a paid plan.
Overview of delegate role
Once you have added employees to your organization, you can also create host-delegate relationships between them. A host is an employee for whom tasks are completed. A delegate is an employee who completes tasks on behalf of a host.
Delegate users can complete tasks directly on behalf of their hosts, and because delegates are assigned to a host, there is no need for hosts to share passwords, which ensures that their login information stays confidential and secure.
Once a delegate is assigned to a host, the delegate can switch over to the host's account to perform specific tasks.
Resources about delegates
TravelBank also has the following resources about delegates:
Need help?
If you need help, contact the TravelBank support team:
Email support@travelbank.com.
From the website or mobile app: Open the left navigation menu and select “Chat with us”.
Publish date: April 26, 2024
Last update: June 26, 2024