Concur Invoice Professional Edition Administration Help

Assign an Assistant or Arranger

You can choose an assistant or arranger to view and modify your profile or to book travel and trips on your behalf. Each traveller can have one primary assistant. This allows the primary assistant's name and work phone number to become part of the traveller's GDS profile (if configured). Only users with a work telephone number in their profile can be selected as primary assistants.

To add or change an assistant or travel arranger:

  1. Click Profile > Profile Settings > Assistants/Arrangers (in the Travel Settings section of the left-side menu).

  2. Click Add an Assistant to search for your assistant's last name. Use the following format: LastName,FirstName (no spaces), for example: Smith,June. A list appears.

  3. Select the desired assistant from the search results.

  4. Click Save.