Managing Org Units

Objective

After completing this lesson, you will be able to create and manage Org Units manually within the Org Unit Admin in Company Administration for Concur Travel.

Org. Units

On the Org Unit Admin page, you have the following options:

Screenshot of Org Unit Admin with labels one, two, and three: label 1: Add New Item, label 2: Edit, and label 3: Delete.
Marker NumberDescription
1: Add New ItemSelect Add New Item to manually create an org. unit.
2: EditSelect Edit to make changes to the org. unit.
3: DeleteSelect Delete to remove an org. unit.

Edit and Delete will only be available after you have created an org unit.

Do not add, modify, or delete org units without consulting with the TMC first. If Concur Expense is enabled, check with the Expense administrator prior to making any changes.

How to Create and Manage Org Units

Watch the following video to learn more about adding and updating org units manually.

Summary

  • Use Org Unit Admin to add, edit or delete org units
  • Consult the TMC and the Expense administrator before making any changes
  • Create org. units: select Add New Item, enter name, optional third-party data, select OK
  • Edit org. units: select Edit, change details, select OK; updates display immediately
  • Delete org. units: select Delete; confirm if no users, or reassign users, then delete

Learning

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