Shared: User Administration User Guide i
Last Revised: July 2, 2024
© 2004 - 2024 SAP Concur All rights reserved.
Table of Contents
Section 1: Permissions ......................................................................................... 1
Section 2: Overview ............................................................................................. 1
User Administration in Travel, Expense, Invoice, and Request ................................. 2
User Administration Related Roles and Access ................................................... 2
Role Assignment: Access and Related Product Assignments ................................ 3
Segregating the User Administration Duties ...................................................... 3
Two Frameworks for User Permissions ................................................................. 4
Suppressing Assignment of Roles Using Role Check Boxes in User Details ............. 4
Two Methods of Managing Roles in User Permissions .............................................. 5
The Password Manager Roles .............................................................................. 6
Suppressing Access to the Password Function ................................................... 7
Section 3: Available Permissions and Roles ......................................................... 7
Travel Tab ........................................................................................................ 8
Expense Tab ................................................................................................... 16
Request Tab ................................................................................................... 27
Invoice Tab..................................................................................................... 29
Reporting Tab ................................................................................................. 34
Section 4: User Administration Page .................................................................. 36
Before You Begin ............................................................................................. 36
Accessing User Admin ...................................................................................... 36
Searching for Existing Users ............................................................................. 37
Searching for Employees Without Managers .................................................... 37
Searching for Test Users ............................................................................... 37
Adding New Users ........................................................................................... 40
Adding New Users ........................................................................................ 41
Emailing New Users ..................................................................................... 46
Modifying Existing Users ................................................................................... 47
Update General Information .......................................................................... 47
Update Default Language .............................................................................. 48
Update Mobile Settings ................................................................................. 48
Add or Change Expense and Invoice Approvers ............................................... 49
Add or Change Request Approvers ................................................................. 50
Add or Change Expense Preferences .............................................................. 50
Add or Change Invoice Preferences ................................................................ 51
Add or Change Request Preferences ............................................................... 51
Add Expense and Request Delegates .............................................................. 52
Delete a User's Delegate Assignments ............................................................ 53
Add Invoice Delegates .................................................................................. 54
Add or Change Reimbursement Method .......................................................... 55
Add Expense Authorized Approver or Cost Object Approvers ............................. 55
Add Invoice/Purchase Request Authorized Approvers or Cost Object Approvers ... 58
Add Request Authorized Approvers ................................................................ 60
Reactivating a User .......................................................................................... 61
Section 5: User Permissions............................................................................... 64
Accessing the User Permissions Page ................................................................. 64
Managing Roles by User Name .......................................................................... 64