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Hi,
I'm trying to create a Guide Document for all admin-related roles in Concur and I'm trying to understand which Configuration Points in Expense are ONLY accessible to someone who is a Certified Implementation Partner. If there is a document that lays out all the Configuration points that a normal Concur User/Admin with no CIP role would have access to, that would be awesome to have.
Solved! Go to Solution.
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@brandtp09 normally I would have you submit this to the Partner Support Portal but since it is a Friday, my birthday and it isn't about configuring something I will leave this image here for you. 🙂
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@brandtp09 I can't remember if I have asked you this previously, but is your company a Certified Concur Partner? If so, do work in a capacity of a CIP?
There is a reason I'm asking, so I'll await your reply.
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Hi @KevinD, yes. I am also a Certified Implementation Partner doing CIP Roles for the projects that I am a part of. The reason why I brought this question up is because we are trying to build a guide document that we can leave to our clients, but I'm a little unsure as to which Configuration Points in Expense a non-CIP user would have access to.
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Maybe this could be a better question. For those with the Expense Configuration Administrator (Restricted) role, are the following items below be something that they will be able to perform?
Expense Policies:
Expense Report Templates:
Approval Workflows:
User Management:
Expense Categories and Coding:
Compliance and Audit Settings:
Reports and Analytics:
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@brandtp09 normally I would have you submit this to the Partner Support Portal but since it is a Friday, my birthday and it isn't about configuring something I will leave this image here for you. 🙂
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@KevinD, you are awesome! I hope you had a good celebration of your birthday! 🎂😁