As an Admin, there would be times when you would want to manage expenses on someone else's behalf or approve reports when a particular approver is away. It can be convenient and easy to do so with Access Delegation.
This article explains how Admins can delegate any employee’s account to themselves or to another employee, and also control the level of access the delegate receives when an account is delegated
Enabling Access Delegation
Access Delegation must be enabled in the Admin Settings page. Go to the Settings page > Admin Settings > Advanced > Account.
On this page, toggle Enable Access Delegation to Yes.
Adding a Delegatee
Click on the employee whose account you want to delegate.
Scroll to the Delegatee section at the bottom of the employee profile.
Click on Add Delegate.
Select the employee to whom you want to delegate access.
Select the desired Access Type based on the control you want to grant the delegate
Select if the delegation is permanent or for a specific duration.
Click Save.
Types of delegate access levels
Delegators must choose the level of access when assigning a delegate. The available access types are:
Submit
Access to all your expenses and expense reports
Ability to edit and modify details of your expenses and expense reports
Create and submit expense reports on your behalf
Approve
Access to team expenses and expense reports
Approve or send back team reports
Edit, modify, and remove expenses from team expense reports
Note: This access type is only available if the delegator is an Approver, Head of Department, or Head of Project
Submit & Approve
Access to all your expenses and expense reports
Ability to edit and modify expenses and expense reports
Create and submit expense reports on your behalf
Access to team expenses and expense reports
Approve or send back team expense reports
Edit, modify, and remove expenses from team reports
Unrestricted
Full access to your Sage Expense Management account without restrictions
Note: The selected access type will apply across both the web and mobile applications of Sage Expense Management.
Note: An Admin can additionally make use of this feature to assign anyone else in the Organization the role of Delegate as well.