This article describes the delegate role for users in the platform.

This article is directed toward administrators with an expense and travel management account. It also applies to Commercial Rewards Card program administrators.

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.

We also have the following resources about delegates:

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