Updating User Permissions

Objective

After completing this lesson, you will be able to assign and remove User Permissions in Company Administration for Concur Travel.

How to Update User Permissions

There are four ways to assign User Permissions by:

  • Permissions (available only when configuration has less than 2500 profiles)
  • Groups
  • Rule Classes
  • Users

The process looks the same for each of these options, however there are some things to note for each specific option.

Image titled Assigning Permissions with a screenshot of the Administer Company Permissions below it. On the right side, there is a list of four steps starting from step 1: Select Modify Permissions by, 2: Select Name, 3: Select Permissions to add, and 4: Select Add and then Save.

Some considerations to be mindful of when assigning permissions:

  • To assign permissions by a group, you must create the group first in Company Groups
  • When you assign a permission to a rule class, all employees that belong to the rule class inherit that permission
  • When you assign permissions by user, the system will show permissions that are currently assigned to the user directly or by groups and rule classes to which the user belongs to

Watch the following video to learn more about how to assign permissions.

Summary

  • Assign permissions using Permissions, Groups, Rule Classes, or Users; the Permissions option requires fewer than 2,500 profiles, otherwise the option will not be available
  • Create groups in Company Groups before assigning permissions by group
  • Assign a permission to a rule class; all class members inherit it
  • Assign by user shows direct and inherited permissions from groups and rule classes
  • Steps: select permission, choose group, user, or rule class; Add or Remove; Save

Learning

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