Description of the roles, arranger, approver, etc.

[ash_rivas]

I've looked everywhere and haven't been able to find a listing of what each role should be able to do. Arrangers don't seem to be able to do much of anything, are there different types of levels of approver roles?

[rwingerd]

There is a User Guide(Shared: User Administration) document on the Concur training website that provides a description of each role.

http://www.concurtraining.com/customers/tech_pubs/Docs/_Current/UG_Shr/Shr_UG_User_Admin.pdf

[KevinD]

@ash_rivas there are few options for approvers, but the levels can be as few or as many as you set up. As for a the default approver roles you have:

1. Default Approver - The person assigned as a user's first approver. All reports go to this person unless somehow otherwise configured. These approvers can be set up with approval limits, if need be.

2. Second Approver - This depends on the workflow you have set up, but this would be where the report goes after the Default Approver approves the report.

3. Cost Object Approver - The person designated to approve items charged against this cost object. There can be multiple Cost Object Approvers for a single cost object. These approvers can either be set up to approve by amount or levels. 

4. Expense Processor - Usually someone in Finance/Accounting/Payroll who gives the expense report final approval before being sent for reimbursement. There are exceptions where the Processor isn't the last approver, but the default simple workflow we have, the Processor is the final approver.

These are just some examples of the most common approvers.