Learn about delegates

Learn about the delegate role for TravelBank users

Anna Allen avatar
Written by Anna Allen
Updated this week

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:

  • From the website or mobile app: Open the left navigation menu and select “Chat with us”.

Publish date: April 26, 2024

Last update: June 18, 2024

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