Switching to a Delegate User:
To switch to a Delegate account, click on “My Account” in the sidebar.
On your account page, choose “Switch Account”.
If you are a Delegate to more than one host, choose “Log In” to the right of the account you need to work from.
When you’re done, you may return to your account by choosing “Switch Back” on either the “Logged in as” tab in the sidebar, or by choosing “Switch Back” in the upper righthand corner of the window.
If you're an admin looking to assign delegates, you can learn how to do that here.
Frequently Asked Questions:
I have administrator privileges in my company settings, why can’t any of my Delegate Users see “Company Settings” when they log in?
Delegate Users can preform a variety of tasks, such as edit, approve or return Expense Reports. However, to preserve company structure they do not have access to Company Settings to add employees or modify employee permissions.
Can I assign an employee to be a Delegate of more than one host?
You can assign an employee to be a Delegate of any other employee.
Can a Host Employee who has Delegates be a Delegate for another employee themself?
Host Employees can be Delegates of other Host Employees.
Do I have to sign out and back in to return to my TravelBank account?
You can switch back to your account by clicking “Logged in as [Host Account Name]” in the sidebar, and then clicking “Switch Back”, or by choosing “Switch Back” in the upper righthand corner of the window.
If I have delegate access can I add a reimbursement bank account for another user?
For privacy and security, only the account owner can view modify or add a reimbursement bank account.
Created: 12Feb2021 14.05
Updated: 10April2023 13.31