Setting Delegates

Adding a delegate to your profile allows them to prepare reports for you (except Travel Authorizations which should be completed by the traveler).

A Prepare Delegate can update and delete reports.

An Approving Delegate can approve reports (must already have approving capability).

  1. Click Profile from your Expense Home Page.
  2. Click Expense Delegate.
  3. At this page there are three options:
    1. Add a Prepare Delegate (Go to step 4)
    2. Add an Approving Delegate (Go to step 7)
    3. Remove Delegate
  4. To add a Prepare Delegate:
    1. Search by name or email address for desired employee
    2. Select the correct name and click add
  5. Check the can Prepare box.
    1. Enable delegate to be able to view receipts by checking Can View Receipts
    2. Enable delegate to receive emails about reports by checking Receive Emails
  6. Click save.
  7. To add an Approving Delegate:
    1. Search by name or email address for desired employee
    2. Select the correct name and click add
  8. Select Can Approve for permanent approval.
  9. Or Select Can Approve Temporary for temporary approval.
    1. Use the calendar to set approval timeframe
  10. Click save.

Additional Assistance

For help, CIPS employees may e-mail Email Address
Additionally the Finance & Procurement Help Desk can provide assistance via phone or email at (303) 837-2161, or FinProHelp@cu.edu