Assign a delegate to manage your spend

Delegates can create, submit, and recall expenses, trips, and invoices on your behalf, as well as manage any transaction matching.

You or someone with a people manager or account admin role can set up a delegate for you - as long as this is in line with your company policies. Similarly, other users can designate you as their delegate in Perk.

You can only assign one delegate at a time for expenses. However, you can assign multiple delegates for expenses and invoices. You can also act as a delegate for several people at the same time. When you assign someone as a delegate, you still have access to and control over your own spend – the only difference is that someone else can manage it as well.

Tip: Have you be assigned as a delegate for someone else? Learn how to manage spend for others as a delegate.

Assigning a delegate in the mobile app

To assign someone to be your delegate:

  1. Tap your initials in the top right corner.
  2. Scroll down to Expense settings.​
  3. Choose whether you want to assign a delegate to manage your expenses, your invoices, or both:
    • Expense delegates: tap the Delegate field to open a drop-down menu. Select the person you’d like to assign as your delegate.
    • Invoice delegates: In the Submitter delegate field, select the person you’d like to assign as your delegate. 
  4. Tap Save. To remove a delegate, unselect the box beside the person's name. Press Save to keep the changes.

Assigning a delegate in the web app

To assign yourself a delegate: 

  1. Click on your initials in the bottom right of your screen and select Profile. This takes you to the settings for your profile in Perk.
  2. In the Preferences tab, you can choose a delegate to submit on your behalf. 
  3. Edit Expense delegates or Invoice delegates, as appropriate. 
  4. In Submits on my behalf, type the name or email of the person you want to act as your delegate. 
  5. Once you have finished adding your delegate, click Save.

To remove a delegate, click the X beside their name. Click Save to keep the changes.

For similar articles about the submitter tasks a delegate can perform on the behalf of other people, see Submitter tasks for delegates in Perk.

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