How to assign a Delegate role
Assigning a Delegate
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, the Team Cards page will list all of the cards you can assign delegates to. Please click Add Delegate and then select the user. You can assign more than one user as a delegate.
Please Note: This is strictly a corporate card-based feature. Reimbursable expenses cannot be submitted by a delegate.
What does this look like for the Delegate?
Once a user has been designated a Delegate, they will see a new toggle when they log into their account. This will allow them to toggle between their own account and their Delegate account where they can view the corporate cards of those they are assigned to:
To view the cards, the employee will toggle to the Delegate view, and then click "Team Cards." This page will show all cards assigned to them:
To view transactions, click on the number of unexpensed transactions. To submit the expense, click the "Expense" button to the right:
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/manager in the account?
If you are already an admin or a manager, nothing will change for you. As an admin, you always have the option to expense on behalf of others right from the Team Cards page. Just expand the list of corporate card transactions, and click expense next to the transactions you'd like to submit. As a manager, you can still access the Team Cards page and expense transactions for your team.
What if the expense is denied?
Delegates are not able to see denied expenses. These will only be visible to the card owner.