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Exploring the Basics of User Accounts

Objective

After completing this lesson, you will be able to describe user accounts.

Unit Overview

This unit explores the essential components of user accounts. Throughout this unit, you gain a comprehensive understanding of user accounts, including insights into how to access and effectively manage them.

After completing this unit, you will be able to:

Access User Accounts.
Set up manually User Accounts.
Import User Accounts.
Search for Users.
Inactivate Users.
Access references.

Basics of User Accounts

The images shows a screenshot of a user management interface. The title Users is at the top, with a dropdown menu under the Add Users button. Below, there is a table listing users with columns for Last Name, First Name, Email, Manager, and Status. Two users are listed. Both users have their email addresses (blurred) and managers listed, and their statuses are marked as Active. There are checkboxes next to each user for selection, and an Actions button is available for editing roles. A search bar is present on the right side for searching by name, email, or manager.

Users are the individuals who use the Concur Expense product. The User Accounts section allows you to add, edit, search for, or make users inactive. Everyone who needs to complete, submit, or approve expense reports, and the site administrators, must be included.

Users can be added manually or using a spreadsheet import.

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