How to assign a Delegate role

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. 

What does this look like for the Delegate? 

Once a member has been designated a Delegate, they will see a new tab in their sidebar when they log into their account. This will allow them to switch between their own account and their Delegate account where they can view the corporate cards of those they are assigned to.

To view the transactions, the employee will toggle to the Delegate view, and then click "Cards" and "Pending Submission". The delegate can also toggle between Submitted and Completed transactions. To submit the expense, click the "Submit" button to the right:

The delegate can either submit directly or click on the three dots to edit the transaction.

Please Note: Delegates can only submit corporate card expenses for the user(s). From a security and safety standpoint, Abacus pays reimbursable expenses directly to the users. If the Delegate submits reimbursable expenses for their users, they will not have access to verify the banking information or other personal data. 

This will pop open the regular expense submission window. You can even choose from the receipts bin of the cardholder by clicking the "Browse Receipts" button! 

What if I'm already an admin in the account?

If you are already an admin, nothing will change for you if you are assigned as a delegate. As an admin, you always have the option to expense on behalf of others right from the Team Cards page. Just go to Transactions in your Admin sidebar to submit transactions for others.

Managers with Delegate Permissions

If you are already a Manager, the Delegate tab will not appear. However, you will still have the "Delegate Transactions" section to submit corporate card expenses for your user(s).