Proxying and Reviewing Reports as Another User

Objective

After completing this lesson, you will be able to proxy and review expense reports for another user.

Proxy Overview

Proxy allows you to act as another user, and each Concur product can proxy. Administrators need the Proxy Logon role assigned to their profile to access all user accounts. The proxy feature doesn’t allow you to access the approvals queue.

Proxy and Review as Another User

To proxy as another user:

Steps

  1. Select your profile icon and then select Act as Another User > An Administrator (Proxy) for other users..

  2. Search for the user and then select Switch.

    The image displays the SAP Concur home dashboard with a scenic banner and tiles for Create, Purchase Requests, and Available Expenses. A pink outline highlights the user menu on the right. The menu shows “Kate Admin,” options to act as another user, choose to act as myself or as an administrator for other users, a search by name or ID field set to “User, Gabrielle,” a Switch button, Profile Settings, and Sign Out.

  3. You are now acting as another user.

    The image displays the SAP Concur home dashboard. A scenic header photo spans the top. A green badge in the top right, outlined in pink, says “Acting as User, Gabrielle.” Large tiles show Create, Invoices, Available Expenses, and Expense Reports with counts of 0. The SAP Concur logo and a Company Notes section appear below.

Summary

  • Successfully accessed another user's account using the proxy function.
  • Effectively searched for and selected the target user.
  • Reviewed the target user's expense reports.
  • Understood the limitations and security implications of the proxy function.
  • Confirmed the need for appropriate proxy permissions.

Learning

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