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

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 will enter data in the following sections: personal, company or organization, and emergency contact, as well as credit card information for charging expenses. This process will help 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 Profile - Profile Settings - Personal Information.

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

Result

You should see the SAP Concur Profile Options screen as shown below.

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 will show 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.

Further Reading: 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. Please see the below 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 will open in a new tab.

Log in to track your progress & complete quizzes