---
sourceDocument: Yokohama Finance and Supply Chain
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/source-to-pay-operations

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Finance and Supply Chain

ft:clusterId :

    - stpop

bundleId :

    - stpop

workflow :

    - Employee


---

# Configure delegate for a shopper

# Configure delegate for a shopper {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Configure your employees as delegates to shop on behalf of someone else. For these employees, the Shopping as option is available on the Shopping Hub homepage to shop as a delegate.

## Before you begin

Role required: admin

## About this task

When shopping as a delegate, the user can see the previous purchases and top supplier preferences of the delegate. The user can place orders and request pricing for the catalog and non-catalog items on Shopping Hub on the behalf of the delegate.

For example, if Jo Sparks is shopping on behalf of a business owner Alan Edwards, Jo selects Alan Edwards from the Shopping as option.
The scope of products available for purchase on Shopping Hub is then based on Alan Edwards' permissions and not Jo's. For all purchases that Jo submits on behalf of Alan, Alan Edwards is listed in the Business Owner field and Jo is
listed in the Submitted by field.

With appropriate delegate properties, Jo can also view and act on the to-dos and approvals on behalf of Richard.  
Note:  
You can configure delegates to shop on your behalf only from Shopping Hub, and not from Employee Center.

## Procedure

1. Navigate to AllUser AdministrationDelegates.
2. Select New.
3. On the form, fill in the fields.  
   {#configure-delegate-for-a-shopper__table_jzh_251_hlb__entry__2}

   | Field | Description |
   |-|-|
   | User | The employee who the shopper can delegate as. For example, Alan Edwards. |
   | Delegate | The employee who can shop on behalf of the user. For example, Jo Sparks. |
   | Starts | The date from which the shopper can delegate. |
   | Ends | The date at which the shopper stops being the delegate. |
   | Shopping as | Indicates if the user can shop as the selected delegate on Shopping Hub. Ensure to select this check box. This field is visible only in the purchasing view. |
   | Approvals | Indicates if the user can have the delegate authority for approvals. Configure an approval rule for a delegate to ensure that the business owner has better visibility into the request before approval. For more information, see [Configure approval rule for a delegate](https://servicenow-prod.fluidtopics.net/dbKPHYFnrMi4eTVJ7fFOeQ "Configure an approval rule for a delegate to ensure that the business owner has better visibility into the request before approval."). |
   | Assignments | Indicates if the user can delegate task assignments. |
   | CC notifications | Indicates if the user can receive notifications. |
   | Meeting invitations | Indicates if the user can receive meeting invitations. |
   [Table 1. Delegate form]

   {#configure-delegate-for-a-shopper__table_jzh_251_hlb}
* **[Configure approval rule for a delegate](https://servicenow-prod.fluidtopics.net/dbKPHYFnrMi4eTVJ7fFOeQ)**   
  Configure an approval rule for a delegate to ensure that the business owner has better visibility into the request before approval.

*[\>]: and then