Concur Invoice Professional Edition Administration Help

Request Tab

Role

Description

Budget Administrator

The user assigned this role configures the Fiscal Calendar, Budget Categories, Budget Tracking Fields, Budget Items and Budget Settings. The Budget Administrator can see the budget amounts as configured in the Budget Items, but not the budget actuals as is shown in the dashboards. Budget Administrators have access to all budget items within an entity.

Budget Approver / Manager

The user assigned this role approves invoices, purchase requests and expense claims, and can view budgets in the budget dashboards. The Budget Approver does not have access to the budget configuration information.

Budget Owner

The user assigned this role owns the budget and can view budgets in the dashboards. The Budget Owner does not have access to the budget configuration information.

Budget Viewer

The user assigned this role views budgets in the dashboards. There can be one or several budget viewers. The Budget Viewer does not have access to the budget configuration information.

Data Retention Administrator

The user who is assigned this role views and configures the data retention policy for the company and can hold and purge individual users.

Request Administrator

This is one of the Request processor roles.

The user assigned this role can view and fully manage virtually all requests.

Group-aware: When assigning this role, one or more groups must be selected.

Refer to the Concur Request: Processor User Guide for more information.

Request Approver

The user assigned this role can approve requests within their assigned group.

Request Auditor

This is one of the Request processor roles.

This is a read-only role. The Concur client can assign this role to TMCs, to its own internal travel agent(s), or to any other user that needs read-only access to requests.

Group-aware: When assigning this role, one or more groups must be selected.

Refer to the Concur Request: Processor User Guide.

Request Configuration Administrator

This role is intended to be assigned to and used by SAP Concur internal staff only, with few exceptions.

The user assigned this role can fully manage (add, edit, delete) all request-related features in the Request Admin menu.

Group-aware: When assigning this role, one or more groups must be selected.

Request Configuration Administrator (Restricted)

The user assigned this role can fully manage (add, edit, delete):

  • List management

  • Segment types

  • Travel agency offices

Group-aware: When assigning this role, one or more groups must be selected.

Request Event Manager

The user assigned this role can create a "master" event request for multiple event attendees.

This role must be assigned with the Request Proxy Logon role.

Request Proxy Logon

The user assigned this role can log on to Request and act as a proxy user for other employees within an assigned group.

Group-aware: When assigning this role, one or more groups must be selected.

Request User

The user assigned this role can create and submit requests.

Risk Manager

This permission appears only if Request is integrated with Concur Risk Management.

Group-aware: When assigning this role, one or more groups must be selected.

Refer to the Concur Request: Risk Management User Guide for more information.

TMC Agent

This is one of the Request processor roles.

The Concur client assigns this role to one or more agents of its Travel Management Company (TMC), or to the client's internal travel agent(s). In some regions, it is appropriate for the TMC Agent to access the request after the user submits it but before the approver receives it. This way, the TMC Agent can add/edit the segment amounts – ensuring accuracy for the request approver.

Group-aware: When assigning this role, one or more groups must be selected.

Refer to the Concur Request: Processor User Guide for more information.