Introducing Text Customization

Objective

After completing this lesson, you will be able to access and identify the purpose of Text Customization in Concur Travel.

Text Customization

You use the Text Customization option to add or modify the text that appears at the top of the user Travel Profile page. For example, you can add user messages about how to add to or modify their profile, including warnings about required fields.

A woman is pictured with the text: “How can we advise our employees to make sure their profile information matches their travel documents?” The quote is attributed underneath to Emma Ward, Facilities Manager.

You can use the Text Customization feature to create messages that display at the top of the User Profile page for every employee.

You need permission to access this feature. The permission might vary depending on your role and responsibilities:

  • Company Administration permission allows you to customize a message from the Company Administration section.
  • Travel Agent permission, which displays the Travel System Admin and theTravel Text Customization link will appear in the Company-Specific Configuration section

To access this feature through Company Admin, select Text Customization on the Company Admin page.

Screenshot of the SAP Concur Company Administration page. The left column shows a navigation menu with Text Customization highlighted in yellow under the Company Admin section.

If you’re accessing this feature through Travel System Admin, select Travel Text Customization from the left menu panel under the Company-Specific Configuration menu.

Screenshot of the Concur Travel System Administration page. The left sidebar displays various configuration options, with Travel Text Customization highlighted under Company-Specific Configuration.

Summary

  • Use Text Customization to add or edit messages on the Travel Profile page header for all employees
  • You can provide guidance and warnings, including required fields, to help users complete their profiles correctly
  • Ensure appropriate permissions: Company Administration or Travel Agent