how do I give users expense proxy access

[Rose68]

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

[DavidW · Accepted 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.

[JessicaL · Accepted 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

[Rose68]

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. 

[Rose68]

Hi David

Thank you so much