Assigning Auditors to Audit Profiles

Objective

After completing this lesson, you will be able to assign an auditor to an audit profile.

Assigning an Auditor to an Audit Profile

  1. On the Verify Audit Profiles page, select a profile to which you want to add auditors.
  2. Select Manage Auditors.
  3. Select Add Auditor.
  4. Select User. You can also filter by Name or Email using the Search field.
  5. Select Add Auditor.

Note

If the user is not listed, ensure they have the Verify Reports Auditor role assigned.
The image displays the steps to add auditors to an audit profile. It highlights selecting the GreenPath profile, clicking Manage Auditors, choosing Add Auditor, marking users to add, and clicking the Add Auditor button.

Removing an auditor from an Audit Profile

A list of auditors assigned to a profile is shown under Auditors.

To remove an auditor:

  1. Find the assigned auditor.
  2. Select Remove.
  3. Confirm if you want to remove the auditor.
The image displays the process to remove an auditor from an audit profile. It shows selecting the auditor, clicking the Remove option, and confirming the removal by clicking the Remove button.

Managing Auditors

Watch this short video on how to assign auditors to audit profiles.

A note regarding this video: SAP Concur has introduced a new UI design layout. In this video, the old layout is used.

Reference

SAP HelpLink
Concur Expense Professional Edition Tools GuidesVerify

Summary

Let's summarize what you've learned in this lesson:

  • Assign auditors to audit profiles by selecting the desired profile and using the Manage Auditors option.
  • Able to filter and select auditors based on Name or Email.
  • Remove assigned auditors by selecting and confirming the remove action in the assigned Auditors list.

Learning

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