Introducing Org Units

Objective

After completing this lesson, you will be able to describe the appropriate use of the Org Unit Admin and access this feature in Company Administration for Concur Travel.

Introduction to Org Unit Admin

Org Unit Admin is an administrative feature you use to create, modify, and delete organization (org.) units for a company. Org units are departments or divisions within a company, and they make it easier to manage users.

You use org units for the following:

Assigning corporate ghost cards
Assigning car discounts
GDS synchronization: company-level profiles
Running and filtering Concur Travel reports

Note

There are options related to org units that can be enabled in Company Settings, including enabling the use of ghost cards.

You can access the Org Unit Admin by selecting Org Unit Admin in the left menu panel or Organization Unit Administration in the center menu.

Screenshot of Company Administration page with Org Unit Admin and Organizational Unit Administration highlighted.

Note

To access Org Unit Admin, users will be required to have the Organization Unit Administration permission or Company Administration permission.

Summary

Create, modify, and delete org units to organize users
Use org units to assign ghost cards, car discounts, company travel profiles, and filter reports
Access Org Unit Admin from the left menu or Organization Unit Administration from the center
The Organization Unit Administration or Company Administration permissions are required to access
Enable additional organization unit options in Company Settings, including the assignment of ghost cards by org unit

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