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topherneal
Occasional Member - Level 1

Is it possible to assign an assistant to a user as an admin?

I hold a company admin role in our company's Concur. We have a new employee that has started and will need the role of assistant for another user. If there a way I, as an admin, can assign employee 1 as an assistant to employee 2, or will is only employee 2 able to set that up in their profile?

1 Solution
Solution
KevinD
Community Manager
Community Manager

@topherneal if you are on our Professional platform you can do what you describe. Now, how do you know if you are on our Professional platform? When you log into SAP Concur, mouse over Administration in the upper right corner. In the drop down options that appear, if you see an option that says Expense or Expense Admin, you are on Professional. If you see an option that says Expense Settings, you are on our Standard platform and the user must assign the new employee as their Expense Delegate.

 

If you are on Professional, go to Administration>Company>Company Admin>User Administration. Search for the user who needs the assistant or Expense Delegate. Once you have opened up that user's profile, scroll down to Expense Settings. You'll see some links one of which says Expense Delegates. Click this link. A window appears with a search field. Type in the new employee's last name. Keep in mind, the new employee must have an SAP Concur profile. When the new employee's name appears in the search field, click their name. Then use the checkboxes to assign what that new user can do as the assistant. 

 

Let me know if you need any further help.


Thank you,
Kevin
SAP Concur Community Manager
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.

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Solution
KevinD
Community Manager
Community Manager

@topherneal if you are on our Professional platform you can do what you describe. Now, how do you know if you are on our Professional platform? When you log into SAP Concur, mouse over Administration in the upper right corner. In the drop down options that appear, if you see an option that says Expense or Expense Admin, you are on Professional. If you see an option that says Expense Settings, you are on our Standard platform and the user must assign the new employee as their Expense Delegate.

 

If you are on Professional, go to Administration>Company>Company Admin>User Administration. Search for the user who needs the assistant or Expense Delegate. Once you have opened up that user's profile, scroll down to Expense Settings. You'll see some links one of which says Expense Delegates. Click this link. A window appears with a search field. Type in the new employee's last name. Keep in mind, the new employee must have an SAP Concur profile. When the new employee's name appears in the search field, click their name. Then use the checkboxes to assign what that new user can do as the assistant. 

 

Let me know if you need any further help.


Thank you,
Kevin
SAP Concur Community Manager
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.