If you have team members who are responsible for submitting corporate card expenses on behalf of others, or if you otherwise have cards that are shared between employees, you can assign a delegate in Abacus!
As an Admin, you can manage Abacus user roles on the People page. You can view assigned delegates by hovering over the initials in the Delegates column on the People page.
Assigning a Delegate
To add a member delegate:
1. Navigate to the People page by clicking People in your Admin sidebar.
2. Click the pencil next to a member's name.
3. Search or select a member from the Delegate dropdown.
Please Note: If a member does not have a corporate card assigned to them, any added delegates will not save to the profile as this is strictly a corporate card-based feature.
For more information on Delegate Permissions, see our article Delegate Member Overview.