Concur Invoice Professional Edition Administration Help

Managing Roles by User Name

The Permissions administrator can select users by name, then assign or remove the available roles.

To add a role by user name:

  1. On the user permissions page, in the Modify Roles By list, select User Name.
  2. In the Search area, enter the desired user's information. Entering one letter will cause the system to search for data in the selected fields that start with that letter. Entering a comma-separated list will search for any value in the list.
  3. Click Search.
  4. In the User Name to Assign Roles field, select the desired user (if there is more than one).
  5. Select the desired role(s) in the Available Roles field. You can select more than one non-group-aware role to assign. Only one group-aware role can be assigned at a time.
  6. If the role is group-aware then the Groups to be Assigned to User(s) for the Selected Role(s) list appears.

    The list defaults with the Global group configuration name. If want to modify this, click Modify in the Groups area to select the group to which the role applies. The Select Groups window appears. It lists available group configuration names that can be applied to the role. The group configuration can include one or more groups that use the configuration. It is the group configuration that controls to which groups this role applies.

  7. Select the desired group configuration name.
  8. Click Done.
  9. Click Add to assign the role(s) to the user.

To remove a role by user name:

  1. On the user permissions page, in the Modify Roles By list, select User Name.
  2. In the Search area, enter the desired user's information. Entering one letter will cause the system to search for data in the selected fields that start with that letter. Entering a comma-separated list will search for any value in the list.
  3. Click Search. This populates the User Name to Assign Roles field.
  4. In the User Name to Assign Roles field, select the desired user.
  5. Select the desired role in the Roles for This User field.
  6. Click Remove to remove the role from the user.

To change the group assignment for a role:

The administrator can change the groups that a role is assigned, without removing the role.

  1. In the user permissions section, select the desired role.
  2. Click Modify in the groups area. The group selection window appears.
  3. Select the appropriate groups.
  4. Click Done.
  5. Click Modify.
  6. Click Save.