Concur Invoice Professional Edition Administration Help

Travel Tab

Permission

Description

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.

Administer Approval Queue

The user assigned this role can reassign approval requests.

You can assign this permission by itself.

Agency Billing Administrator

Allows users to access agency billing administration

Billing Administrator

The user assigned this role can view bills from Concur.

You must assign this permission with one other administration permission.

Company Administration

The user assigned this role can access:

  • Administer Approval Queue

  • Billing Administrator

  • Company Locations Administration

  • Group and Shared Resources Administration

  • Corporate Ghost Cards

  • Managed Meeting Centre Admin (ONLY if the Third Party Meeting Module has been enabled).

  • Organisation Unit Administration

  • Permission Administrator

  • Risk Management Admin (Used with Concur Risk Management)

  • Travel Policy Administrator

  • User Administration

    NOTE: When you also select the User Administration permission, the User Permissions link becomes available in Company Administration.

  • The Manage User Apps page to restrict the User applications in the SAP Concur App Center for their company's users. This user can also enable Enterprise partner applications within the SAP Concur App Center.

    For more information, refer to the Shared: App Centre Administrator User Guide.

Company Discount Administrator

The user assigned this role can add Travel site-level discounts.

This feature is available to the user when you select this permission and the Allow Discount Editing option has been enabled in the Company Travel Configuration for the customer site.

Refer to the Discounts Travel Service Guide.

This permission must be combined with the Travel Policy Administrator permission.

Company Link Administrator

The user assigned this role can include/exclude links, redirect links and add new links to the Travel Tools page

Refer to the Company Link Administrator Travel Service Guide.

Company Locations and Maps

The user assigned this role can enter locations for travellers to use when searching for hotels or off-airport car locations.

Concur Meeting Accountant

The user assigned this role can access Concur Meeting administration with the SAP Concur registration module

NOTE: This permission will appear only if you have enabled Meeting via the new site setup work order.

Concur Meeting Admin

The user assigned this role can access Concur Meeting administration; allows Concur Meeting administration with the Concur registration module.

NOTE: This permission will appear only if you have enabled Concur Meeting via the new site setup work order.

Concur Meeting Planner

Allows user to access all Meeting pages except:

  • Travel > Agency Settings

  • Travel > Form of Payment

  • Tracking > Payment (the Edit link is hidden from within the Payment page)

Corporate Ghost Card Administrator

The user assigned this role can access the Corporate Ghost Cards link on the Company Admin page.

NOTE: The Company Groups link and the links in the Group Administration section are always present for anyone with administrative privileges, but users can only edit (not add) groups they own if they do not also have the Group and Shared Resources Administration permission.

Custom Field Administrator

The user assigned this role can access the Manage Custom Fields link on the Company Admin page.

NOTE: The Company Groups link and the links in the Group Administration section are always present for anyone with administrative privileges, but users can only edit (not add) groups they own if they do not also have the Group and Shared Resources Administration permission.

Refer to the Custom Text Travel Service Guide.

Data Retention Administrator

The user assigned this role can access the Data Retention link on the Company Admin page and the Hold User and Purge User buttons in User Administration.

Refer to the Shared: Data Retention Setup Guide and the Shared: Data Retention User Guide.

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 and Shared Resources Administration

The user assigned this role can view and modify groups.

You can assign this permission by itself.

NOTE: If a user owns a group or is in a group that owns a group, the user will not be able to modify that group without this permission. Ownership of a group provides no additional access.

Guest Booking

The user assigned this role can create reservations for non-profiled travellers.

Refer to the Sponsored Guest User Travel Service Guide and the Non-Profiled Travel Travel Service Guide for more information.

Import Data Administrator

The user assigned this role can import data from a customer site, instead of logging into the agency site and selecting Administration > Travel > Travel System Admin > Import Data.

Localisation Admin / Localisation User

Localisation Admin is assigned to Concur employees only.

Localisation User is assigned by a Localisation Admin only.

Manifest Administrator

The user assigned this role can perform a multi-user clone.

This role allows companies to determine who should manage travel on behalf of a large group.

Meeting Centre Developer Third Party

The user assigned this role can test screens and documentation for a third-party meeting product with XML integration.

NOTE: This permission appears only if you have enabled Concur Meeting via a site setup work order.

Online Order Form Access

The user (TMC) assigned this role can allow its agents to access the online order form.

NOTE: This permission is visible only when the Concur Travel Reseller module is given to the TMC by Concur.

Refer to the Online Order Form Travel Service Guide.

Organisation Unit Administration

The user assigned this role can create and edit organisational units.

You can assign this permission by itself.

Password Manager

The user assigned this role can update passwords for Travel 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 Travel and either Expense or Invoice have one password for all applications. When any of the Password Manager roles changes a password, it changes for all applications.

Permission Administrator

The user assigned this role can access the User Permissions menu and the Travel tab.

NOTE: This role is assigned automatically when the Role Administrator role is assigned via Expense, Invoice and Request.

Profile Sync Administrator

NOTE: The user assigned this role can update and retrieve passwords from the Profile Sync Configuration page.

Profile User

The user assigned this role can update their profile only and does not have access to the Travel booking wizard.

NOTE: When a site is created, the 'ALL' group is automatically added to the Travel Wizard User permission. You must manually remove the 'ALL' group from this permission if you do not want travellers to have access to update both their profile and make a reservation. Make sure the Project team has access to the booking wizard for testing purposes by creating another Group for that team, and granting the appropriate permissions.

Report Admin

The user assigned this role can define who has access to reports.

Refer to the Travel Reporting User Guide.

You can assign this permission by itself.

Report User

The user assigned this role can view reports.

You must assign this permission in order for users to view company reports; however, you must also assign individual reports in the Report Admin.

Refer to the Travel Reporting User Guide.

You can assign this permission by itself.

Risk Management Admin

The user assigned this role can use the Concur Risk Management feature.

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

Self-Assigning Assistant

The user assigned this role can assign themselves as an assistant.

If you assign this permission to a user or group, those users can select a traveller to assist.

Self-Registration Approver

The user assigned this role can approve the self-registrations within their own company.

Refer to the Self-Registration Travel Service Guide for more information.

Sponsor

The user assigned this role can be assigned as the sponsor for the guest user.

Refer to the Sponsored Guest User Travel Service Guide for more information.

Travel Agent

The user assigned this role can access Expert Agent (XA), if you have also assigned the Company Administration permission.

With this permission:

  • The Travel System Admin link may be displayed but will only provide data based on the back-end setup

  • The Import Data link will appear within Company Administration

Travel Meeting Centre Admin Third Party

The user assigned this role can use a third-party meeting product with XML integration administrator screens; allows Concur Meeting administration without the Concur registration module.

NOTE: This permission will appear only if you have enabled Concur Meeting via a site setup work order.

Travel Meeting Centre User

The user assigned this role can access meetings to which they are invited (this is for both third-party and Concur Meeting products).

NOTE: This permission will appear only if you have enabled Concur Meeting via a site setup work order.

Travel Policy Administrator

The user assigned this role can administer Travel Policy.

You can assign this permission by itself.

Assigning this permission provides access to:

  • E-Receipt Admin

  • Travel Admin

  • Travel Rule Builder

  • Travel Reporting

  • Travel Templates (administering for all users)

  • Credit Card BIN Restrictions

  • Unused Tickets

  • Meeting Centre Admin

    NOTE: This link appears if you have assigned Meetings Admin permission or Travel Meeting Centre Admin Third-Party permission.

  • Manage Corporate Discounts

    NOTE: This link appears if you have assigned both this permission and the Company Discount Administrator permission.

Travel Wizard User

The user assigned this role can access the Travel profile and Travel Wizard to make online reservations.

This permission is assigned to ALL (group) automatically.

UI Preview

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

User Administration

The user assigned this role can modify and add Travel users.

Assigning this permission provides access to:

  • Add User

  • Self-Registration Setup

  • Self-Registration Approval

  • Send Mobile Instructions

  • Company Groups

NOTE: A user assigned the User Administration permission will be able to see but not use Company Groups (User Administration section of the left menu) unless the user is also assigned the Group and Shared Resources Administration permission.

User Admin (Read Only)

The user assigned this role can view but not change any user information, including passwords; the user can view using the User Admin page but cannot access the user's profile.

NOTE: If the user also has Employee Maintenance or Sponsor permission, those permissions take precedence over this permission.

Virtual Payment Administrator

Allows users to manage Virtual Payments (Conferma)

Web Services Administrator

  • 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.

For more information, refer to the Shared: App Centre Administrator User Guide.

zAuto-Cancel User

The user assigned this role can test general functionality in Concur Travel.

Reservations made by users with this permission:

  • Will not have custom PNR finishing remarks added

  • Will not be queued to any queues defined in the Agency Configuration

  • Will not show in reports

  • Will be auto-cancelled in the GDS after 4 hours

zDemo/Training/

Practice User

The user assigned this role can test general functionality in Concur Travel.

Reservations made by users with this permission:

  • Will generate “demo” e-tickets and e-receipts

  • Will not have custom PNR finishing remarks added

  • Will not be queued to any queues defined in the Agency Configuration

  • Will not show in reports

  • Will be auto-cancelled in the GDS after 4 hours

    When applied to a login ID, Concur's standard invoicing practices will apply unless you utilise the non-invoiced policies.

    Access additional information via the Concur Support Portal.

NOTE: In emergency situations, you can use the agent claimed remark to prevent bookings made with Z Demo permission from being auto-cancelled.