会社管理の発見
プロセッサキューの管理
AP ダッシュボードの更新
会社ツールの概要
経費タイプおよび勘定科目コードの更新
監査ルールの作成
読み込み処理のカスタマイズ
代理構成の更新
備忘メールの設定
リスト管理の設定
ワークフローの更新
ルーティング設定の更新
購買発注の設定
共有管理設定の導入
購買依頼および請求書固有設定の更新
テストユーザの登録
Cognos 設定の更新
トレーニング文書の更新

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.