Setting Up Your SAP Concur User Profile

Objectives

After completing this lesson, you will be able to:
  • Set up your user profile in SAP Concur.
  • Summarize objectives and check knowledge.

Setting Up Your User Profile in SAP Concur

The first thing to do once you have successfully signed in is to complete your SAP Concur user profile. Initially, you enter data in the following sections: personal, company or organization, and emergency contact, as well as credit card information for charging expenses. This process helps you get up and running.

In the next unit, you will be able to update your profile to take advantage of application-specific features.

Steps

  1. Sign into www.ConcurSolutions.com using Single Sign-On (SSO) or the credentials sent to you through e-mail. (Having trouble signing in? Review Unit 1, Lesson 1 of this learning journey or this SAP Concur Community article: Why can't I sign into the SAP Concur tool?.)

  2. From the SAP Concur home page, select ProfileProfile SettingsPersonal Information.

  3. Ensure that all required fields have accurate information and your e-mail has been verified.

Result

You can see the SAP Concur Profile Options screen as shown next.

Screenshot of SAP Concur basic Profile Options Screen with highlight boxes around they key profile information to be filled out, such as the Your Information, Personal Information, Company Information, Credit Card Information, and Contact Information sections.

The most important sections to review are the following (see screenshot with highlighted sections):

  • Your Information
  • Personal Information
  • Company Information
  • Credit Card Information
  • Contact Information

Note

Some organizations restrict the changes users can make in their profile (these fields are shown as grayed out). Contact your organization's administrator with any questions or issues. It is important to verify your e-mail for everything to work properly.

SAP Concur Mobile App

This task can be performed on the web version (the instructions in this lesson) or on the SAP Concur mobile app for Android and iPhone. See the following links to reference the SAP Concur mobile app user resources.

TitleAndroidiPhone
SAP Concur Mobile App User ResourcesSAP Concur Mobile App User Resources - AndroidSAP Concur Mobile App User Resources - iPhone

Feel free to bookmark these pages for future reference. They open in a new tab.

Conclusion

During this unit, you learned how to:

  • Recognize an overview of SAP Concur
  • Sign in to SAP Concur
  • Describe the SAP Concur home page
  • Set up your user profile in SAP Concur
Four people are gathered around a table, focusing on a laptop. Sunlight streams through the windows, creating a warm and collaborative atmosphere.

If you found this unit to be informative and helpful on your way to mastering Concur Expense, join us in taking the next unit in this Learning Journey: Getting Started with Concur Expense.

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