Managing Delegate Users

ExpenseBot allows you to appoint other users as your Delegate, which gives that user the ability to create expenses and reports for you.

To add a delegate, head over to the My Profile area under the gear on the main navigation menu. Then follow the Delegates link at the bottom of the left-hand menu.

Adding a delegate is quick and easy, just click the Add Delegate button to the right of the list and select the current ExpenseBot user that you would like to delegate your account to. You may have multiple delegates for your account.

How Delegates Work for the Delegate

The user who is the delegate to your account can access your account by logging into ExpenseBot as the normally would, then selecting your account from the Manage Users list beneath the gear on the main navigation menu.

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