Overview

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• This KBA will demonstrate how to add a Travel Assistant or Travel Arranger in Concur, these two terms are interchangeable
• A Travel Assistant will be able to book flights, hotels, trains, and car rentals via Concur Travel

Critical Concepts

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• If another employee is making travel arrangements for you in Concur, this is a mandatory process
• Both the user and their Assistant must have completed Concur profiles
  
  • To complete your profile, go to Profile Settings and then Personal Information
  • Fill out all required fields
• The Travel Assistant must also be designated as the user’s delegate
  
  • Reference How to Add a Request Delegate and an Expense Delegate in Concur KBA
  • Reference How to act as a Delegate in Concur KBA
• One Travel Assistant can be named the Primary Assistant for a user
  
  • The Primary Assistant will receive all email notifications regarding travel booked for a user through Concur, regardless of which assistant booked the travel

Steps to Take

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Video: How to Add a Travel Assistant/Arranger in Concur (Click above Image)

 

1. Log into Concur

2. Select Profile

3. Select Profile Settings

4. In Travel Settings, select Assistants/Arrangers

5. Select Add an Assistant

6. Enter the name of the desired Travel Assistant

7. Select Can Book Travel for Me

a. If desired, you may also add this person as your Primary Assistant by checking the second box: is my primary assistant for travel

8. Select Save

9.Your desired Travel Assistant will be added to your list of Assistants

10. To add multiple Travel Assistants, repeat this process

11. Once this has been completed, your Travel Assistant should be able to book travel for you by acting as your delegate

a. Reference the Booking Travel KBA for more information on booking travel in Concur