Rose68
Occasional Member - Level 2

how do I give users expense proxy access

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Hi,  I need to give Expense proxy access to our audit team, but I can not find it under user permissions, can someone please point me in the right direction

 

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DavidW
Routine Member - Level 1

Re: how do I give users expense proxy access

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Close

Company > Company admin.

Locate User Permissions.

Assign the "Expense proxy logon" role to the person/group and save it.

Have them log out/log back in.

 

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JessicaL
Routine Member - Level 2

Re: how do I give users expense proxy access

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Hi @Rose68,

This may be a silly question, but are you on the correct tab? For our company, we use a few different tabs in the "Permission Administrator" and if your default is a different tab, you wouldn't be able to find the role. This is my first guess why you cannot see it.

Navigate: Administration --> Company --> Company Admin --> Permission Administrator

The first tab is "Travel", but you would need to be on the "Expense" tab to find the Expense Proxy Login role and assign it to users.

Best,

JEssica

 

Jessica Lynch
Associate Accountant & Travel Manager
4 Replies
DavidW
Routine Member - Level 1

Re: how do I give users expense proxy access

Solved! Jump to solution

Close

Company > Company admin.

Locate User Permissions.

Assign the "Expense proxy logon" role to the person/group and save it.

Have them log out/log back in.

 

Highlighted
JessicaL
Routine Member - Level 2

Re: how do I give users expense proxy access

Solved! Jump to solution

Hi @Rose68,

This may be a silly question, but are you on the correct tab? For our company, we use a few different tabs in the "Permission Administrator" and if your default is a different tab, you wouldn't be able to find the role. This is my first guess why you cannot see it.

Navigate: Administration --> Company --> Company Admin --> Permission Administrator

The first tab is "Travel", but you would need to be on the "Expense" tab to find the Expense Proxy Login role and assign it to users.

Best,

JEssica

 

Jessica Lynch
Associate Accountant & Travel Manager
Rose68
Occasional Member - Level 2

Re: how do I give users expense proxy access

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Hi Jessica,

Thank you for responding to my email.  it was helpful.

I am new to the "behind the screens" admin tasks of Concur so I slowly finding my way around the tool. 

 

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Rose68
Occasional Member - Level 2

Re: how do I give users expense proxy access

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Hi David

 

Thank you so much

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