Setting Up Your SAP Concur User Profile

Objective

After completing this lesson, you will be able to set up your user profile in SAP Concur.

Concur Mobile App Complements Concur Web Solution

The Concur Mobile App complements the Concur web solution. In some cases, you'll need to use the Concur web solution to enable certain features in your profile in order to use them on your mobile phone. The following instructions will explain how to enable or use this feature in the web solution https://www.ConcurSolutions.com.

Setting Up Your User Profile in SAP Concur

The first thing to do once you have successfully signed in is to complete your SAP Concur user profile. Initially, you enter data in the following sections: personal, company or organization, and emergency contact, as well as credit card information for charging expenses. This process helps you get up and running.

In the next unit, you will be able to update your profile to take advantage of application-specific features.

Steps

  1. Sign into www.ConcurSolutions.com using Single Sign-On (SSO) or the credentials sent to you through e-mail. (Having trouble signing in? Review Unit 1, Lesson 1 of this learning journey or this SAP Concur Community article: Why can't I sign into the SAP Concur tool?.)

  2. From the SAP Concur home page, select Profile→Profile Settings→Personal Information.

  3. Ensure that all required fields have accurate information and your e-mail has been verified.

Result

You can see the SAP Concur Profile Options screen as shown next.

Screenshot of SAP Concur basic Profile Options Screen with highlight boxes around they key profile information to be filled out, such as the Your Information, Personal Information, Company Information, Credit Card Information, and Contact Information sections.

The most important sections to review are the following (see screenshot with highlighted sections):

  • Your Information
  • Personal Information
  • Company Information
  • Credit Card Information
  • Contact Information

Note

Some organizations restrict the changes users can make in their profile (these fields are shown as grayed out). Contact your organization's administrator with any questions or issues. It is important to verify your e-mail for everything to work properly.

SAP Concur Getting Started QuickStart Guide

The SAP Concur Getting Started QuickStart Guide is an excellent resource to download and reference during and after the training. The topics covered are similar but may not follow the exact sequence as the training.

Feel free to bookmark it for future reference. It opens in a new tab. Once you've completed the download, return to this tab to resume the training.

Learning

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