The Delegation Feature in Corpay Complete

The Corpay Complete Delegation feature enables you to delegate or route approvals, expenses, or cards to other Corpay Complete users. You may create a personal delegate for yourself or assign a delegate to another user if you are an Admin user.

This article will discuss the following topics:

• Assigning a Personal Delegate
• Removing a Personal Delegate
• Assigning a Delegate as an Admin User
• Removing a Delegate as an Admin User

Assigning a Personal Delegate

To assign an approval, expense, or card delegate for yourself:

1. Log in to Corpay Complete.

2. Select the Banner Avatar from the Corpay Complete banner.

3. Select the Update Profile menu item.

4. On your User Profile page, scroll down to the Delegates pane.

5. Click the + Delegate button.

6. On the Delegates dialog, click the + Delegate button.

7. Select the Assigned Delegate drop-down and locate the user to which an approval, expense, or card will be delegated.

8. Select the Delegate Type drop-down and choose one of the following delegation types:

• Approval
• Expense
• Card

NOTE: Expenses and cards may be delegated to up to three users. Approvals may be delegated to a single user.

9. In the Start Date field, enter the start date for the delegation.

10. In the End Date field, enter the end date for the delegation.

11. Click the Update button.

Removing a Personal Delegate

To remove a delegate for yourself:

1. Select the Banner Avatar from the Corpay Complete banner.

2. Select the Update Profile menu item.

3. On your User Profile page, scroll down to the Delegates pane.

4. Select the Delete  icon to remove the assigned delegate.

5. On the Delete Delegate dialog, click Ok.

6. The Delegate deleted dialog will display. Approvals, expenses, or cards will no longer be routed to the designated user.

Assigning a Delegate as an Admin User

NOTE: You must be an Admin user to perform the following steps.

To assign an approval, expense, or card delegate for another user:

1. Select the Users menu item from the left-side navigation pane.

NOTE: The visibility of pages and information in Corpay Complete is based on roles assigned to users by a company as well as company configuration. As a result, the pages in your left-side navigation pane may be different from the pages in the image above. 

2. On the Users page, click the Edit  icon to the right of the user that needs an assigned delegate.

3. On the Edit User page, scroll to the Delegates pane and click the + Delegate button.

4. Select the Assigned Delegate drop-down and locate the user to which an approval, expense, or card will be delegated.

5. Select the Delegate Type drop-down and choose one of the following delegation types:

• Approval
• Expense
• Card

NOTE: Expenses and cards may be delegated to up to three users. Approvals may be delegated to a single user.

6. In the Start Date field, enter the start date for the delegation.

7. In the End Date field, enter the end date for the delegation.

8. Click the Submit button.

9. Approvals, expenses, or cards will be routed to the designated user.

Removing a Delegate as an Admin User

NOTE: You must be an Admin user to perform the following steps.

To remove an assigned delegate for another user:

1. Select the Users menu item from the left-side navigation pane.

2. On the Users page, click the Edit  icon to the right of the user with an assigned delegate.

3. On the Edit User page, scroll to the Delegates pane.

4. Select the Delete  icon to remove the assigned delegate.

5. Click the Submit button at the bottom of the page.

6. The User Details page will display. Approvals, expenses, or cards will no longer be routed to the designated user.