Profile
Setting up your Profile
Step One: Log into Concur
Step Two: Update Profile
Click Profile Tab
Click Personal Information
Your first, middle and last name are pre-populated for you. Add your title, suffix and/or nickname if desired.
Proceed down the page, filling in the information. Make sure to include phone numbers and email
addresses. These are used by Christopherson Business Travel (CBT) to contact you if there are any changes to your flight. You can include a travel assistant’s email address so they receive itineraries
and other information automatically for you if desired.
If you intend to use Concur on your mobile device to take pictures of receipts then proceed through the verification process listed under the email address section. Download the app if you plan to do Travel Booking or manage Expense Reports using your mobile device.
Step Three: Add Credit Cards and Travel Programs
Add Frequent Travel Programs to automatically attach your number to any reservations
Add TSA Secure Flight Information (gender and birthdate – required for air travel)
Add Credit Cards (the number immediately encrypts and will only show the last four digits in your profile)
Step Four: Assign Assistant or Travel Arranger (optional)
An assistant can book travel on behalf of another. The individual must assign that assistant/arranger to their account. You can have more than one assistant.
Step Five: Activate e-Receipts
E-Receipt Activation can be found under ‘Other Settings’. Click the ‘E-Receipt Activation’ link and accept the E-Receipt Activation and Use Agreement.
Step Six: Assign Expense Delegate (optional)
An expense delegate has the ability to create expense reports on behalf of another person. The individual must assign that delegate to their account, and authorize the activities that they can perform.
You can have more than one delegate.
In the left hand margin, select Expense Delegates
Click the Add button
Use the Search field to find the person you wish to assign as your delegate.
Click on the name you wish to use and their name should now appear in the box.
Check the boxes that describe the permissions you are giving to the delegate the activities they can do
on your behalf.
Step Seven: Save and log out of Concur
