Assigning Roles to Users

Objective

After completing this lesson, you will be able to assign Verify roles to users.

The Verify Administrator

The actions available to you, as a Verify Administrator, for the purpose of activating Verify for your organization are as follows:

Assigning roles to users
Setting up audit profiles
Assigning auditors to audit profiles
Setting up audit checks

How to assign Verify roles to users

Assign the roles manually using the User Permissions option.

Note

You must be a Role Administrator to complete the next steps.

Navigate to Company Admin→Permission Administrator.You can also select User Permissions from the left-side admin menu.
Use the Expense tab to select and assign the Verify roles available:
- Verify Administrator
- Verify Reports Auditor

Available Verify Roles

Roles	Description
Verify Administrator	Allows the user access to the Verify link and to configure Verify applications. In addition to this role, the user must have the Expense Configuration Administrator (Restricted), Expense Configuration Administrator, or Client Expense Administrator roles assigned to have access to the Expense Admin menu. Users with this role can: Access the Verify configuration (Expense Admin) Manage the assignment of profiles to groups Manage the assignment of auditors to profiles for audit reports
Verify Reports Auditor	Allow the user to audit reports within the Reports Pending Audit Review page. From the Reports Pending Audit Review page, the user can audit Verify exceptions as part of the audit process.

Roles

Description

Verify Administrator

Allows the user access to the Verify link and to configure Verify applications.

In addition to this role, the user must have the Expense Configuration Administrator (Restricted), Expense Configuration Administrator, or Client Expense Administrator roles assigned to have access to the Expense Admin menu.

Users with this role can:

Access the Verify configuration (Expense Admin)
Manage the assignment of profiles to groups
Manage the assignment of auditors to profiles for audit reports

Verify Reports Auditor

Allow the user to audit reports within the Reports Pending Audit Review page.

From the Reports Pending Audit Review page, the user can audit Verify exceptions as part of the audit process.

Access the Verify Configuration

The Verify Administrator role is required to configure the Verify settings.

To access the Verify configuration, navigate to Administration→Expense→Expense Admin→Verify.

SAP Concur administration menu with options for expense management.

Reference

SAP Help	Link
Concur Expense Professional Edition Tools Guides	Verify
User Administration User Guide	Available Permissions and Roles

Summary

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

Verify Administrator manages configuration, user profiles, and auditor assignments for audit reports.
Assign Verify roles to users using the User Permissions option in Administration.
Verify Administrator role is required for configuring Verify applications and audit processes.
Access and manage Verify settings from the Expense Admin section in SAP Concur.

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