Configuring Company Administration

Objective

After completing this lesson, you will be able to demonstrate configuring Company Administrations based on the customer's business requirements.

Company Administration Configuration

While you have been configuring Concur Request for CVI, your colleagues have been configuring Concur Expense. They have added user profiles to the system as part of their process. You are ready to begin testing Concur Request and have identified two users to help: Rick Steel and Artemis Falkmore. These profiles already exist, but you need to modify them so the testing can start.

  • Make Artemis Falkmore a Request User and Request Approver.
  • Make Rick Steel a Request User and assign Artemis Falkmore as his approver.
  • Assign the Request Administrator role with global access to Artemis Falkmore.

User Administration

Working with User Administration

Steps

  1. Access Company Admin

    Select Company Admin from the Home menu.

    Select Company Admin from the Home menu.

  2. Access User Administration

    Select User Administration from the Company Administration page to access User Administration.

    Select User Administration from the Company Administration page.

  3. Search for Artemis Falkmore

    Enter falkmore in the Search Text field. Select the Search button to continue.
    1. Enter falkmore in the Search Text field.
    2. Select the Search button.

  4. Open the Details

    Select Falkmore, Artemis N from the Users detail.

    Select Falkmore, Artemis N.

  5. Update Basic Permissions

    Select the Request User and Request Approver checkboxes from Role(s). Select the Save button.
    1. Select the Request User and Request Approver checkboxes.
    2. Select the Save button.

  6. Search for Rick Steel

    Enter steel in the Search Text field. Select the Search button to continue.
    1. Enter steel in the Search Text field.
    2. Select the Search button.

  7. Open the Details

    Select Steel, Rick from the Users detail.Select Steel, Rick.

  8. Update Basic Permissions

    Select the Request User checkbox then scroll down.
    1. Select the Request User checkbox.
    2. Scroll down.

  9. Access Rick Steel's Request Approvers

    Select Request Approvers from the Request Settings area.

    Select Request Approvers from the Request Settings area.

  10. Add the Approver

    Add the approver details and select the Save button to continue.
    1. Enter Falkmore into the search box.
    2. Select Falkmore, Artemis.
    3. Select the Save button.

  11. Save the Changes

    Select the Save button.

    Select the Save button.

Result

The user profiles have been updated.

User Permissions Configuration

Working with User Permissions

Steps

  1. Access Company Admin

    Select Company Admin from the Home menu.

    Select Company Admin from the Home menu.

  2. Access User Permissions

    Select Permission Administrator from the Company Administration page.

    Select Permission Administrator from the Company Administration page.

  3. Navigate to the Request Tab

    Navigate to the Request tab.

    Select the Request tab.

  4. Search for Artemis Falkmore

    Enter falkmore into the Search Text field. Select the Search button.
    1. Enter falkmore into the Search Text field.
    2. Select the Search button.

  5. Assign the Request Administrator Role

    Select Request Administrator from the Available Roles list. Select the Add button to move the role to the Roles for this User list.
    1. Select Request Administrator from the Available Roles list.
    2. Select the Add button.

  6. Save the Changes

    Select the Save button to save the changes.

    Select the Save button.

Result

The permission updates for CVI have been completed.

Conclusion

Log in to track your progress & complete quizzes

Learning

SAP FacebookSAP YoutubeSAP LinkedIn