Cannot create Expense (only) User due to Group causing inherited travel roles

[USWsdymerski]

I am trying to create a new user with only the "Expense User" role, but we have Travel also and there is a Group named "ALL (group)" that is a Travel setup that is causing all users to have these 3 travel permissions/roles assigned to them: 

Guest Booking

Concur TripLink User

Travel Wizard User

I have tried unchecking the checkbox on the user setup for Travel Wizard and it keeps coming back checked. I am not able to remove the 3 roles from the user.

How can I create an Expense only user? I can't see all of our setups, so I don't know what is included in "ALL (group)" - maybe there is way to exclude certain groups from this group? I use 4 groups for Expense (US Group, US Group 2, CA Group, and CA Group 2)

[PoojaKumatkar]

Hi @USWsdymerski ,

By reading description given above what I have understood is there might be total 5 groups available such as ALL (group), US Group, US Group 2, CA Group, and CA Group 2.

If my understanding is correct then while creating new user can you try selecting any group from (US Group, US Group 2, CA Group, and CA Group 2) this list instead of selecting ALL (group), select checkbox 'expense user' role and check whether you are able to create expense user only profile or not. 

If you try to select ALL (group) at the time of creating profile, then this might be the causing issue as this is related to travel module.  

Also, if possible, can you please provide screenshot as shown below. Just wanted to see what all employee groups are available in Employee Group Configuration List.

Let me know the result.

[USWsdymerski]

Hello, I am only selecting one of the 4 groups we created in Expense when creating a new user (US Group, US Group 2, CA Group, or CA Group 2) and I only check the Expense User checkbox. After I click save, I go back in to the new user setup to add approvers, and I see the Travel Wizard checkbox checked. Here is the screenshot you asked for (this is starting a new user manually, and you can see the Travel Wizard User checkbox is checked by default, so I uncheck it before saving; also they only groups I can select from are the ones we have active for Expense and I only choose from the 4 I had mentioned; there is no "ALL" group):

[KevinD]

@USWsdymerski after saving the profile initially, did you try and go back and uncheck the Travel Wizard option then resave? 

[USWsdymerski]

Yes, I tried multiple times, and each time it would check it as active again when I opened the user account. Just tried it again and it happened again. I am sure it is happening because of this:

So every user that is created is getting these 3 Roles automatically assigned and rule class "Default Travel Class" assigned.

Over in Company Permissions, you can see where this ALL (group) shows up in the list - note that the other 3 groups are custom company groups, and when I go to Company Groups setup those 3 are all that I see - I cannot find where "ALL (group)" exists

and when you select the ALL (group) you see the 3 roles assigned to it that are being defaulted to every new user created in Concur:

and here's the roles that are showing up for the new user I am trying to create as an Expense Only user, and YES I have tried removing the Cliqbook and the Travel and Expense User roles to leave only the Expense User role and they keep coming back too (NOTE these are the roles that show for the user on the User Permissions -> EXPENSE tab)

and here are the roles that show for the same user on the User Permissions -> TRAVEL tab

[KevinD]

@USWsdymerski could you private message me the name of the user, please? I'd like to take a look. No guarantees, but another set of eyes doesn't hurt. 

[USWsdymerski · Accepted solution]

Done and thanks!

[USWsdymerski]

NOTE: No definitive solution to the issue, it is specific to our organizational setup since we have Travel and Expense linked on Professional Platform. Issue needs to be addressed internally for potential workarounds.