Creating a New User

Objective

After completing this lesson, you will be able to create a production and test user.

User Administration Overview

User Administration is where you handle creating and maintaining user profiles. The Employee Administrator and Role Administrator take care of manually setting up and managing these profiles.

In the User Administration section, you can create production and test users, update employee information, assign approvers, reset Multi-Factor Authentication, deactivate profiles, and assign user roles.

This section connects employee profiles for all applications. You can set up profiles manually through the UI, use the on-demand import, schedule a job, or use Web Services integrations. No matter how you create the profile, all profile reviews will happen in User Administration.

Create a New User

Creating a user profile involves three main parts: Role(s), General Settings, and Expense and Invoice Settings. You'll need to assign at least one role and fill in all fields marked with an asterisk or a red strip. Make sure the user’s CTE Logon Name and Employee ID are unique.

To create a new user:

Steps

  1. Navigate to Company Admin > User Administration and select Add New User. You can also select Add User from the left-side admin menu.

    User Administration menu path.

  2. Complete all required fields and select Save.

    Administrator view of user profile settings.

  3. If you want to create a test user, select the Is a Test User? field in the Expense and Invoice Settings section. Please note that test permissions are only available when you first create the user profile. Once the account is saved, it can't be converted to a test user later on.

    Administrator view of user profile settings.

  4. Once you save the profile, the links for assigning approvers will show up. To assign approvers, select the Approvers link, then search for the approver and select Assign.

    Administrator view of assigning an approver in a user profile.

Summary

  • Successfully created new user profiles in Concur Expense Professional Edition.
  • Distinguished between production and test user profiles.
  • Assigned roles and approvers correctly.
  • Understood the importance of unique employee IDs and logon names.
  • Navigated the User Administration module effectively.

Learning

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