Introducing Company Settings

Objective

After completing this lesson, you will be able to explain the Company Settings feature in Company Administration for Concur Travel.

Company Settings

The Company Settings feature allows an administrator to customize the company site by selecting configurable options. Some options change the behavior of the site while others designate sections in the User Profile as visible, editable, required, or not required.

To access Company Settings, select Company Settings from the left menu panel.

The image is a screenshot of the SAP Concur Company Administration page. Under Company Admin, there is a navigation menu, where Company Settings is highlighted as selected among other options.

Note

You need the Company Administration permission to access Company Settings.

On the Company Settings page, you can access and edit the settings for both Company Wide and Property configurations. To learn more about Company Settings, review the following labeled graphic and corresponding table.

The image shows two overlapping SAP Concur administration windows: the main Company Settings window displaying a list of configurable settings for a company and another window titled Company Settings History listing the last 10 company settings changes with user names and timestamps, showing changes like enabling or disabling user-editable fields and updating administrator emails. Refer to the table that follows in the text for information about the numbered features in the windows.

Setting	Action / Description
1: Property Config	Property Configuration settings apply to rule classes that are assigned to the property configuration. Select the appropriate option from the drop-down menu. The options include: Company Wide Default Note When you open the drop-down menu, you will see a Company Wide option and one or more Property configurations (that can be named the way you prefer upon raising a request with Concur). In our example, we have only one Property Configuration that is named Default. If the company has defined divisional views, the admin can select only configurations defined in their divisional view. The property configurations are set by Concur, and rule classes are attached to them, to allow the settings enabled under a property configuration to affect specific rule classes (like how Travel Configurations contain rule classes).
2: Settings	Settings are broken down into three columns: Setting Name, Setting Value, Save Value. Select the corresponding check box or check boxes to enable the appropriate settings. Any setting that remains unchecked is disabled.
3: Save Changes	When each setting is changed, the Save Changes link appears in the Save Value column. You must select Save Changes to save your changes for each setting separately.
4: Track Changes	Select the Track Changes link to show the last 10 changes made on the page.
5: Company Settings History	The Company Settings History appears when you select the track changes link. This shows the last 10 changes made including the following information: Name of the item that was changed Name of the person who made the change Date and time of the change

Summary

Access Company Settings from the left menu
The feature requires Company Administration permission
There are two types of Company settings: Company Wide or Property settings
Property configuration settings affect assigned rule classes
Divisional views restrict selectable property configurations to the admin’s defined view
Enable settings by checking boxes; unchecked settings are disabled
After changes, select Save Changes for each setting individually.
Use Track Changes to view the last ten updates with details

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