How do I configure someone as a Travel Assistant in Concur?

If you need to set up a travel assistant in Concur, so they can book trips and enter expenses for you, follow these steps:

  1. Log in to Concur and select "Profile Settings" from the dropdown in the upper right.
  2. On the next page, select "Setup Travel Assistants" in the right column.
  3. In the "Assistants and Travel Arrangers Box" click on "Add an Assistant" and search for the person you want to add.
  4. Check the boxes for the appropriate items:
    • Can book travel for me - If this is the only box checked, this person can book travel for you but will not receive confirmations. You can have as many of these as you need.
    • Is my primary assistant for travel - If this box is checked, this person will receive confirmations on your behalf. You can only have one Primary Assistant.
  5. When you are done, select "Save"
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