How to Add a Travel Assistant/Arranger in Concur


Overview


Critical Concepts


Steps to Take


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

If you still have questions or need additional assistance, please submit a ticket or call the IPPS Help Desk at (858) 534-9494