App Centre Listing Administrator

The user assigned this role can submit App Centre listings. This role is only assigned by Concur to certain App Centre partners.

Shared with two or more SAP Concur products

Attendee Administrator

The user assigned this role can view, modify and activate or deactivate any attendee record in the system.

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

Shared with two or more SAP Concur products

Attendee Administrator (read only)

The user assigned to this role is considered a read-only auditor. The user can access and view, but not modify and activate or deactivate an attendee record in the system.

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

Shared with two or more SAP Concur products

Authorised Approver

This is a special approver role, which is not assigned in the same way as other roles.

Refer to the Expense: Workflow - Authorised Approvers Setup Guide.

Expense

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.

Shared with two or more SAP Concur products

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.

Shared with two or more SAP Concur products

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.

Shared with two or more SAP Concur products

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.

Shared with two or more SAP Concur products

Card Programme Administrator

The user assigned this role manages the company's purchase card programme and statement periods.

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

Expense

Central Reconciliation Processor

The user assigned this role processes (matches) invoice transactions associated with requests generated within the Request product.

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

Expense

Client Expense Administrator

This custom role is not available to all clients; availability is based on the client configuration.

It combines permissions from the Expense Configuration Administrator role and the Shared Configuration Administrator.

The user assigned this role can access these options (some may allow add/edit; some may be read-only):

• Accounting administration

• Audit rules

• Car configuration

• Email reminders

• Exceptions

• Expense Types

• Locations

• Policies

• Travel allowance

• Workflows

Expense

Company Bill Statement Approver

The user assigned this role approves statement reports. This user must also be assigned the Expense Approver role.

Refer to the Expense: Company Bill Statement Reports Setup Guide.

Expense

Company Bill Statement Processor

The user assigned this role views and updates statement reports in Expense Processor. This user must also be assigned the Expense Processor role.

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

Refer to the Expense: Company Bill Statement Reports Setup Guide.

Expense

Company Bill Statement Processor (Audit)

The user assigned this role views statement reports in Expense Processor in read-only format. This user must also be assigned the Expense Processor (Audit) role.

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

Refer to the Expense: Company Bill Statement Reports Setup Guide.

Expense

Company Bill Statement Processor Manager

The user assigned this role views, updates and deletes statement reports in Expense Processor. This user must also be assigned the Expense Processor Manager role.

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

Refer to the Expense: Company Bill Statement Reports Setup Guide.

Expense

Company Bill Statement User

The user assigned this role reviews and submits the purchasing card transactions in the statement reports. This user must also be assigned the Expense User role.

Refer to the Expense: Company Bill Statement Reports Setup Guide.

Expense

Company Info Administrator

The user assigned this role can update the Company Info section of the home page.

Shared with two or more SAP Concur products

Concur Mobile User

Do not use; is not associated with the Concur mobile app.

Cost Object Approver

This is a special approver role, which is not assigned in the same way as other roles.

Refer to the Expense: Workflow – Cost Object Approvers Setup Guide.

Expense

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.

Shared with two or more SAP Concur products

Employee Administrator

The user assigned this role can add and manage employees, including assigning roles, delegates and preferences.

The user can only assign the basic user roles (Expense User, Travel User), using the check boxes on the User Details page. They may also view and optionally edit and register cars on behalf of a user.

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

Shared with two or more SAP Concur products

Employee Administrator (Read Only)

The user assigned to this role is considered a read-only auditor. The user can view but not add or edit employee records.

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

Shared with two or more SAP Concur products

Employee Maintenance

The user assigned this role can manage employees, including assigning roles, delegates and preferences. However, they cannot create a new user account.

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

Shared with two or more SAP Concur products

Expense Approver

The user assigned this role can approve expense claims within an assigned group.

NOTE: This approver is also automatically assigned as the Travel Approver if the employee is a Travel user.

Expense

Expense Cash Advance Administrator

The user assigned this role can view, issue and manage cash advance requests.

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

Expense

Expense Company Card Administrator

The user assigned this role can:

• Assign and unassign company cards

• Map expense types to merchant category codes

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

Expense

Expense 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):

• Expense group configurations

• Policies

• Expense-based forms and fields, validations and supplier lists

• Expense claim and authorised approver workflows

• Audit rules

• Expense types and expense categories

• Payment types

• Account codes

• Exceptions

• Car configuration and reimbursement

• Receipt handling, including payment hold, scan configurations, receipt limits and receipt imaging

• Email reminders

• Reimbursement currencies

• Offline settings

• Configuration change log (read only)

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

Expense

Expense Configuration Administrator (Restricted)

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

• Supplier list items

• Authorised approvers

• Audit rules

• Account codes

• Exceptions

• Personal and company car rates

• Receipt handling, including receipt limits, payment hold and scan configurations

• Email reminders

• Configuration change log (read only)

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

Expense

Expense Processor

The user assigned this role:

• Can view and update expense claims within Expense Processor

• Cannot delete expense claims

The Access for Processor field limits the claims the processor can view to these options:

• Display all claims excluding returned claims.

• Display all claims including returned claims

• Display only claims pending processor step and beyond

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

NOTE: The user should only be assigned one of the Expense Processor roles. If the user is assigned multiple Expense Processor roles, the role with the greatest level of access will be applied.

The levels of access, from highest to lowest, are:

1. Expense Processor Manager
2. Expense Processor
3. Expense Processor (Audit)

Expense

Expense Processor (Audit)

The user assigned this role:

• Can view expense claims within Expense Processor

• Cannot update or delete expense claims

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

NOTE: The user should only be assigned one of the Expense Processor roles. If the user is assigned multiple Expense Processor roles, the role with the greatest level of access will be applied.

The levels of access, from highest to lowest, are:

1. Expense Processor Manager
2. Expense Processor
3. Expense Processor (Audit)

Expense

Expense Processor Manager

The user assigned this role can view, update and delete expense claims within Expense Processor.

The Access for Processor field limits the claims the processor can view to these options:

• Display all claims excluding returned claims.

• Display all claims including returned claims

• Display only claims pending processor step and beyond

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

NOTE: The user should only be assigned one of the Expense Processor roles. If the user is assigned multiple Expense Processor roles, the role with the greatest level of access will be applied.

The levels of access, from highest to lowest, are:

1. Expense Processor Manager
2. Expense Processor
3. Expense Processor (Audit)

Expense

Expense Proxy Logon

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

Expense

Expense Receipt Processor

The user assigned this role can update the receipt status for an expense claim. The user assigned this role can log on to Expense and act as a proxy user for other employees within an assigned group.

Expense

Expense User

The user assigned this role can log on to Expense and act as a proxy user. The user assigned this role can create and submit expense claims and cash advances if those features are used by the user's company.

Expense

Extract Administrator

Special role assigned by Concur's Implementation department to clients who are transitioning from the Standard Edition to the Professional Edition.

This role provides access to the File Export Configuration tool.

Expense

Fringe Benefits Tax Administrator

Along with the Tax Administration role, the user assigned this role can manage fringe-benefit tax.

Expense

Import/Extract Administrator (formerly Integration Administrator)

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

A user assigned this role can:

• Manage (add, edit, delete) import, extract, archive and reporting consolidation jobs

• Schedule jobs

• View the system log

Shared with two or more SAP Concur products

Import/Extract Monitor (formerly Integration Administrator - Restricted)

A user assigned this role can view:

• Details of import, extract, archive and reporting consolidation jobs

• Job schedule

• System logs

Depending on the configuration, this user may also be able to:

• Upload import files

• Download extract files

Shared with two or more SAP Concur products

Password Manager

The user assigned this role can update passwords for Expense users.

User will have read-only access to the following fields on the User Details page in User Administration: Title, First Name, Middle Name, Nickname, Last Name, Suffix and Email.

Preventing Access: A module property is available to restrict this role from changing passwords - contact Concur directly to have the Password Access Restriction feature activated.

NOTE: The users with Expense and either Travel or Invoice have one password for all applications. When any of the Password Manager roles changes a password, it changes for all applications.

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

Shared with two or more SAP Concur products

Reimbursement Auditor

A user assigned this role can view Expense Pay functionality:

• Funding Accounts

• Batch Configurations

• Card Programmes

• Expense Pay Settings

• Current and Historical Batch List

• Daily Funding and Returned Amounts

• Payment Demand List

• Report Payees List

• Employee Banking Status

Shared with two or more SAP Concur products

Reimbursement Manager

A user assigned this role can fully manage (add, edit, delete) Expense Pay functionality:

• Funding Accounts

• Batch Configurations

• Card Programmes

• Expense Pay Settings

In addition, a user assigned this role can view the following Expense Pay details:

• Current and Historical Batch List

• Daily Funding and Returned Amounts

• Payment Demand List

• Report Payees List

Only global Reimbursement Managers can create payment demands and view the Employee Banking Status

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

Shared with two or more SAP Concur products

Role Administrator

A user assigned this role is granted access to the Expense, Invoice and Request tabs in User Permissions.

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

Shared with two or more SAP Concur products

Role Builder

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

Shared with two or more SAP Concur products

Shared 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):

• Feature hierarchies for Expense Claims and Supplier Payment Requests

• Employee group configurations, including assignment of the employee form

• Employee forms and fields, validations, and custom and connected lists

• Expense and payment delegate configurations

• Reimbursement currencies

• Imaging settings

• Accounting structure (ledgers)

• Localisation tasks

• Configuration change log (read only)

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

Shared with two or more SAP Concur products

Shared Configuration Administrator (Restricted)

The user assigned this role can:

• View, add, edit and delete custom list items

• View the configuration change log

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

Shared with two or more SAP Concur products

Tax Administrator

The user assigned this role can fully manage (add, edit, delete) value-added tax (VAT):

• Tax configurations

• Rates

Expense

Training Administrator

The user assigned this role can access the Training Administration tool to configure the client-preferred Training landing page and the contents and contact information that displays.

Shared with two or more SAP Concur products

Verify Administrator

Allows users to configure Verify. More information will be provided when Verify is released.

Expense

Verify Claims Auditor

Allows users to audit Verify policy and receipt issues as part of the audit process. More information will be provided when Verify is released.

Expense

Verify Events Auditor

Allows users to audit Verify anomaly and fraud events.

Expense

Travel and Expense Pilot User

Do not use - this role is retired.

Travel and Expense User

The user assigned this role can access Concur. The user requires an additional role (Expense User, Travel User and so on) to access Concur's products.

Shared with two or more SAP Concur products

UI Preview

The user assigned this role can preview the enhanced user interface.

Shared with two or more SAP Concur products

Web Services Administrator

The user assigned this role can:

• Access the Partner Application Administration page to register or enable partner applications to access the company’s data using the SAP Concur web services. The partner applications are required for some integrations, and do not appear in the SAP Concur App Center.

• Access the Manage User Apps page to restrict the User applications in the SAP Concur App Center for their company's users.

• Enable Enterprise partner applications within the SAP Concur App Center.

Concur Connect