A delegate is someone who can book travel or create expense reports for someone else. For example, an administrative assistant might be delegate for a manager, or a travel manager might be a delegate for a number of employees.
To add yourself as a delegate for someone else, or to add someone else as a delegate for yourself, edit your profile as described in Personal and Business Information.
Step #1- Click on Account which you can locate under the Gear icon on the top right of the page.
Step #2- Click on the blue Edit button next to Delegates. You can also click the Delegates tab on the black bar.
Step #3- Start typing in the first name, last name, or email address of the person you are searching for. Once you see their name, click on the circle next to the name and hit the blue Select button.
Step #4- You will now see the person has been added as someone you can book for. That individual will receive an email notification once you add them as a delegate. If they see the notification and don't want you to be a delegate for them, they can go into their account and click the Delete button in blue which you can see in the screenshot below.
Step #5- Click the people icon and you will now see the name of the person you just added. Click on the name of the person.
Step #6- You are now in assisting mode and able to book a ride for the traveler OR you can also update the traveler's account info including updating payment info, adding new addresses, etc.
Once you are done assisting, simply click the "Stop Assisting" button on the top right of the screen.
The trip will appear in the Upcoming section of the Home page for both the user and the delegate who booked the trip. The traveler’s name is stored on the record for future reference.
To stop assisting others, click the Now Assisting tab and select Myself to return to your own Home page. All of the reservations are listed – both your own and those of the people for whom you booked services.
If you need to become a delegate for someone that you are not already a delegate for, follow the steps below: