What is access delegation?
Access delegation refers to granting a person or system a certain level of authority or permission to access resources, perform actions, or make decisions on behalf of another person or entity. By implementing access delegation in its expense management software, organizations can improve efficiency, distribute workload, and ensure that the right people are involved in the appropriate tasks while maintaining control and accountability.
Access delegation in Sage Expense Management
The Access delegation feature allows an employee (the Delegator) to grant access to another employee (the Delegate) to take action on the account on their behalf.
The delegator can also control the level of access the delegate will have. This ensures that delegates only get the permissions necessary to perform specific actions without giving them access to their entire Sage Expense Management account.
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.
How to grant access delegation?
(Steps needed to be taken by the Delegator)
In order to grant Access Delegation for your account to an employee, you can follow the steps mentioned below:
Navigate to Settings by clicking on the Gear Icon
Under My Settings → Select Preferences. Scroll Down to Access Delegation
Once you click on the Add Delegate button, you will be presented with a pop-up box where you can select an employee who will be acting as the Delegate.
Select the desired Access Type based on the control you want to grant your delegate on your account
After selecting the employee, the Delegator can also choose if the Access is Permanent or Temporary.
If you have selected Short Term Duration → Fill in the From and To Date → Click Save.
If you have selected Permanent Duration → Click Save
Once the access delegation has been assigned, you will receive an email via your registered email ID acknowledging the same.
How to access the delegated account?
(steps for the Delegate)
Once the Delegator assigns their account to you, an email will be sent notifying you about the changes and the access type granted to you.
In order to access the Delegator account, click on the Dropdown arrow beside your name in the top right corner of your screen.
Under Delegated Accounts, you will be able to see the names of the Delegators who have assigned their account to you.
Once you switch to the delegator’s account, your access will be limited to the permissions granted under the assigned access type.
You can switch to the Delegator’s account by clicking on the name.
In case you are unable to see the delegated accounts after they have been delegated to you, kindly log out and log back in to your Sage Expense Management account.
Please note that the access delegation feature can be configured only via the Sage Expense Management Web application.