Découverte de l'administration de l'entreprise
Gestion des files d'attente des gestionnaires
Gestion du tableau de bord CF
Présentation des outils de l'entreprise
Gestion des types de frais et des codes comptables
Créer des règles de contrôle
Personnalisation du traitement des captures
Gestion de la configuration du délégué
Configurer les e-mails de rappel
Configuration de la gestion des listes
Gestion des workflows
Gestion de la configuration de la gamme
Configurer un bon de commande
Présentation des paramètres administratifs partagés
Gestion des options spécifiques des demandes d'achat et des factures
Création d'utilisateurs test
Gestion des paramètres Cognos
Gestion de la documentation de formation

Proxying as Another User

Objective

After completing this lesson, you will be able to proxy and review on behalf of 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.