Editing and Deactivating User Profiles

Objective

After completing this lesson, you will be able to edit and deactivate a User Profile in Company Administration for Concur Travel.

Edit or Deactivate a Profile

To edit or deactivate a Concur Travel profile, you first need to locate the profile. You can use the filters on the User Administration page to filter the results returned.

To learn more about the filters on the User Administration page, refer to the following labeled graphic and corresponding table.

Screenshot of a User Administration page for Northerly Accounting Inc. showing user filters to manage and search users. The interface includes filter dropdowns for manager, organizational unit, location, user status, maximum results, and a text search box. Additional options let users choose search criteria (name, email, login) and select which columns to display in the results. There are also “Search” and “Reset” buttons, alphabetical navigation, and an “Add New User” link at the top. Numbers in yellow circles label each filter: 1 is the Add button for applying manager, org unit, and location filters; 2 marks the User Status dropdown for filtering by active, inactive, or all users; 3 highlights the Max Results dropdown for limiting the number of search results; 4 points to the Search Text box for entering search keywords; and 5 shows the Search What dropdown to specify searching by name, email, login id, etc..
SettingDescription / Action
1: Manager, Org Unit, LocationYou can filter the results by Manager, Org. Unit, and Location.
2: User StatusYou can filter results by the user status. If you select All, you will see active and deactivated profiles in your search. If you select Active, you will see only active profiles, and if you select Not Active, you will see only deactivated profiles.
3: Max ResultsSpecify the maximum number of results to be returned.
4: Search TextIn the Search Text field, you can enter a name, part of a name, or enter the exact email, Log-in ID, or Employee ID.
5: Search WhatFrom the Search What menu, you select the criteria for what you entered in the Search Text field.

How to Edit or Deactivate a Profile

Now that you’ve reviewed the available options used to filter search results in the User Administration, let’s look at editing and deactivating a profile.

Steps

  1. On the User Administration page, use the filters to locate the profile you need to edit or deactivate and then select Search.

    The image shows the User Administration page in SAP Concur’s admin portal. At the top are options to add a new user and show filters. Filters let you select manager, organizational unit, location, user status, max results, and search criteria (name, email, or log-in). You can choose columns to display, such as login ID, manager, org unit, and job title. There is an alphabetical index for navigation, and Search (highlighted in yellow) and Reset buttons for filtering results

  2. In the search results, select the user’s name on the left to access the administrative view of their profile. If you want to access the same view of the profile as the user, select the Pen and Paper icon under the Profile column on the right.

    The User Administration page for Northerly Accounting Inc. is shown. Filters and search options appear at the top. In the user list, the name Never, William is highlighted in yellow, as is the edit icon (pen and paper) at the end of their row. User details shown include job title, org unit, login ID, and manager. The interface allows adding new users, filtering/searching the user list, and editing profiles via the highlighted icon.

  3. After selecting the user's name on the left, you can edit the user’s profile as needed. If you’re deactivating a profile, enter a date in the Account Termination Date field. This date can be in the past, same day, or a future date. When you’ve finished editing, select Save.

    The User Details page is shown with the Save button at the top highlighted in yellow. In the General Settings section, user information fields are displayed, and the Account Termination Date field is also highlighted in yellow. Additional options include Save and New, Cancel, and a Reset button for MFA settings. Non-Employee Settings and the option to Make User an Employee are included further down the page. The highlighted items emphasize the Save button and Account Termination Date field.

Result

The user profile is updated.

The User Administration page for Northerly Accounting Inc. is displayed. Filters at the top allow selection of manager, organizational unit, location, user status, max results, and searching by name, email, or log-in. Display columns can be toggled for Login ID, Manager, Org. Unit, and Job Title. Below, two users named Never, William are listed with details such as job title, org unit, login ID, and manager. Each user has an edit icon (pen and paper) at the end of their row under the PROFILE column for profile management.

Summary

  • Use User Administration filters, including Manager, Organization Unit, Location, Status, Max Results, and Search, to find profiles
  • Search, then select the user’s name to open the administrative profile view
  • Select the Pen and Paper icon to open the profile in user view
  • Edit profile details as needed; to deactivate, enter an Account Termination Date
  • The termination date can be past, today, or future; select Save to update

Learning

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