发现公司管理
管理处理人队列
公司工具简介
管理费用类型和帐户代码
创建审计规则
维护汽车里程
维护受委托人配置
配置电子邮件提醒
配置清单管理
配置参加者
配置发票处理
使用地点”
修改打印的报告
维护税务管理
自定义 Concur Expense 专业站点
维护工作流
维护 Cognos 设置
创建测试用户
维护培训文档
配置差旅补助
配置站点设置

Creating Administrative Contacts

Objective

After completing this lesson, you will be able to manage administrative contacts information.

Administrative Contact Information Overview

The Contacts tab is where you can add company-specific contact(s) that users will see and use for training questions. The Training Administrator role gives you access to this section.

The image displays a Training Configuration page with the Contacts tab highlighted. Buttons show New, Modify, and Remove. A table lists Display Order, Title/Name, Phone, and Email Address. One contact appears: Ted Trainer with phone 797-222-3333 and email training@concur.com.

Create Administrative Contacts

To create administrative contacts:

Steps

  1. From the Training Configuration page, select the Contacts tab.

    The image displays a Training Configuration page with the Contacts tab highlighted. Buttons show New, Modify, and Remove. A table lists Display Order, Title/Name, Phone, and Email Address. One contact appears: Ted Trainer with phone 797-222-3333 and email training@concur.com.
  2. Select New, enter all required fields, and select Save when complete.

    The image displays a Training Configuration page with tabs for Simulation Resources, Document Resources, Mobile Resources, Contacts, and Alternate URL. A highlighted pop-up labeled Training Contact appears in the center and shows fields for Title/Name, Phone, and Email Address, plus Save and Cancel buttons. Behind the pop-up, the contact list shows Ted Trainer with phone 797-222-3333 and email training@concur.com, with New, Modify, and Remove buttons above the list.

Summary

  • Manage administrative contact information for training support.
  • Access contact information settings in the Contacts tab.
  • Add new contacts using the "New" button.
  • Provide users with contact details for training-related questions.
  • Save changes to update the list of administrative contacts.