If your organization has users who are responsible for submitting expenses on behalf of others, or if you have corporate cards that are shared among employees, as an SVB T&E admin you can assign a delegate role to members and managers.
*Please Note: Delegation is assigned via the user profile of the delegator, not via the profile of the user who will be acting as a delegate.Assigning a Delegate
Who Can Act as a Delegate?
- Employees and managers can submit both corporate card transactions and reimbursable expenses on behalf of their delegators.
- Admins cannot work as delegates for other users, but they can submit corporate card transactions for any user via the Card Transactions screen.
Assign a Delegate
1. In the SVB T&E sidebar, select the Admin tab, then select People.
2. Find the user who needs a delegate and select the 
Edit button to the right of their name.
3. On the Edit User Profile screen, use the Delegates dropdown to select one or more members or managers who will be able to act as a delegate for this user.
4. Select Save. This user will now receive an email notification whenever one of their delegates submits a reimbursable expense on their behalf.
5. To easily see who has been assigned as a user's delegate, hover over the icons in the Delegates column on the People screen
For complete details on how to act as another user's delegate, see Submit Expenses as a Delegate.