How Do I Assign a Company Card to an Employee?

[#1]

To manually assign a company card to an employee, you will need to have the role of Expense Company Card Administrator.

Follow these steps to assign a card to a user:

1. Mouse over Administration in the upper right-hand corner of SAP Concur.
2. Mouse over Company.
3. Select Tools.
4. From the Tools options, select Company Card.
5. Click the Manage Accounts tab.
6. Click the dropdown arrow for the Search In field.
7. Select Name on Card from the dropdown list. You can use any option from the Search In dropdown list. Name on Card is recommended when searching for just one user.
8. In the empty field to the right of the Search In field, type the first and last name of the employee. Note: You most likely need to enter the employee name in All Caps.
9. Click the Show Only field dropdown arrow.
10. Select Unassigned Individual Accounts.
11. Click Search.
12. The card account will appear.
13. Select the card account from the search results area.
14. Click Assign.
15. In the Search field, type the last name of the employee.
16. Click the Search icon (magnifying glass).
17. Results display below the Search field.
18. Click the employee record that displays.
19. Click Assign.