Every IU employee (faculty, staff, and employed students) has basic Emburse Enterprise access. Depending on your responsibilities, you may need additional permissions. The following roles are available. Click the role you need to learn how to request it.
- Delegate: grants the ability to create expense reports on behalf of an individual.
- Super Delegate: grants the ability to act as a delegate on behalf of any employee in an organization or on behalf of unemployed students.
- Approver: review and approve P-Card, Out of Pocket, or Travel reports submitted for the accounts you manage.
- Analytics: Chrome River Analytics was retired on April 15. Licenses to the replacement reporting suite, Emburse Analytics are limited. Visit this section of the page to learn more.
Delegate
Individuals who are responsible for managing travel for a handful of people likely only need the Delegate role.
An individual may become a delegate for another person one of two ways:
- The expense owner (also known as the traveler) can add the Delegate to their Emburse Enterprise profile in the Settings menu. Review the Managing Delegates in Emburse Enterprise page to learn more.
- Alternatively, Travel Management Services can add Delegates to expense owner profiles. Email travel@iu.edu and provide the expense owner’s:
- Full name
- 10-digit university ID number
- IU username
Super Delegate
Individuals who are responsible for managing travel on behalf of their department should be established as a Super Delegate. This grants them access to all departmental users in their organization.
This role also grants access to all unemployed student accounts. Employed students are associated with the department they work for and will not populate in the universal student list. Review Standard Operating Procedure SOP-TVL-04 to learn more about gaining access to employee accounts outside of your organization.
An individual cannot be both a Delegate and Super Delegate. Prior to requesting Super Delegate access, visit the Remove Emburse Enterprise Delegates page to learn how to remove yourself as a Delegate.
The Fiscal Officer (FO) is responsible for managing Emburse Enterprise Super Delegate access for employees within their organization. This includes requesting that the role be added or removed from the employee's Emburse Enterprise profile.
To request the Super Delegate role be added or removed, the FO must must email travel@iu.edu and request the Super Delegate role on behalf of the arranger. The FO should provide:
- Super Delegate full name
- Super Delegate 10-digit university ID number
- Super Delegate IU username
- Chart and Org Code to which Super Delegate access should be granted
Approver
Approvers must have the KFS System User Role and are established using the Account Delegate document in KFS.
Visit the Document Acronyms and Hierarchy page to learn which document acronyms correspond to Emburse Enterprise documents. If you need to establish a vacation approver for a short period of time, visit the Vacation Approvers in Emburse Enterprise page.
Analytics
Use the Financial Monthly Management Resources Tableau Workbook to review Emburse Enterprise financial data. Any IU user with an up-to-date Data Use Agreement can access this resource.
The most frequently used Emburse Enterprise Analytics reports are being rebuilt in this Tableau workbook.
Access to Emburse Analytics, the replacement for Emburse Enterprise Analytics, is limited and provisioned by Travel Management Services leadership.
To request access, a Fiscal Officer must submit a request to Patty Cole, Director of Travel, or Priscilla Laird, Manager of Travel.