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Hello, I keep seeing Admins have the role of Expense Admin with permissions that have more options than my admin role over Expense. Is this a difference in the Standard and professional version?
Part 2, I need to remove a user's role as a delegate for several other users. As an Admin, I'd thought I could do that, but I do not have that option. Please Advise?
Respectfully,
DB
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@dbarker there is quite a bit of difference between the Expense Admin permission in Standard and Professional. The main one being that in Professional, there are many more roles/permissions that can be assigned to someone to give them the ability to make site changes. Plus, there are a lot more site changes and options that can be changed in our Professional platform.
Anyway, you should be able to remove someone as a delegate. When you sign in to SAP Concur, click Home in the upper left. Select Expense Settings. Click Edit in the User Account tile. On the next screen that appears, search for the user that needs to be removed as a delegate. When the search is complete, click the user's last name to open their profile. Once open, scroll down to the Products section. You should see the Expense Delegates button directly below the word Settings. Click this button. On the window that appears, click the Delegate for tab. You should see a list of names. Click the little checkbox next to each name that no longer needs this person as their delegate. Click Delete. Click Save.
Let me know if this helps.