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If you need to set up a travel assistant in Concur, so they can book trips and enter expenses for you, follow these steps:
- Log in to Concur and select "Profile Settings" from the dropdown in the upper right.
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- On the next page, select "Setup Travel Assistants" in the right column.
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- In the "Assistants and Travel Arrangers Box" click on "Add an Assistant" and search for the person you want to add.
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- 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.
- When you are done, select "Save"