Navigation and Profile Setup

This page provides an overview for logging in, general homepage navigation, and profile setup.

Table of Contents

Logging In

1. Navigate to any web browser.

2. Access Concur by logging in through our website at Travel Services and clicking “Login to Concur Travel & Expense.”

General Navigation

Below is the main dashboard you will see when logging into Concur. A brief description of each section is listed below.

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Traveler Profile

In Concur, your profile stores personal information used for booking travel, streamlining the request process, and for building expense reports. A Traveler’s profile should be updated when logging into Concur for the first time and further updated whenever relevant profile information changes.

Accessing Profile Settings

1. From the Concur homepage, click Profile and then click Profile Settings. The Profile Options view displays.

Personal Information

It is important to update your personal information to ensure accuracy and to activate various Concur features.

Fields marked [Required] must be completed. The [Required] fields include:

1. Middle Name,

2. Contact Information (Work or Home Phone)

3. Gender

4. Date of Birth

It is highly recommended to complete other Personal Information fields, such as: Work and Home Address, Email Address Verification, Travel Arrangers, and Credit Cards.

Review all fields for accuracy and update, as appropriate.

1. From the Profile Options view, click Personal Information.

2. Review the First Name, Middle Name, and Last Name fields to ensure this information matches the photo identification you will present at the airport.

Contact Information

1. Complete all Work Address fields.

2. Complete all Home Address fields.

3. Either a Work Phone OR Home Phone is required. Both can be entered, as desired.

Email Addresses

Your UConn email address will feed to your profile by default.

1. Confirm your UConn email for accuracy.

2. Click the Verify link. This will associate information forwarded from that email address to your Concur account.

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3. Click OK to return to the profile. A Verification Code is sent to your email address.

4. Copy the Verification Code from the email you receive.

5. Paste the Verification Code in the Enter Code field (under the Email Addresses section of your Profile in Concur).

6. Click OK. A confirmation message displays.

7. Click OK again.

8. If you plan to use other email accounts to send itineraries, outlook invitations, and/or receipts, click Add additional Email and then Verify, as necessary.

9. Complete all Emergency Contact fields.

10. Review the Travel Preferences section. Update as desired.

11. TSA Secure Flight

12. Complete the Gender and Date of Birth fields, as these are required fields.

13. Complete the remaining TSA Secure Flight fields, as applicable.

14. International Travelers should complete Passport and Visa fields.

Assistant and Travel Arrangers

Assistants and Travel Arrangers are designated individuals that can assist you with the travel booking process.

1. To add an Assistant/Travel Arranger, click Add an Assistant link.

2. Type the UConn employees name in the Assistant field.

3. Select a valid name from the dropdown.

4. Check off other options, as applicable and then click Save.

Credit Cards

A credit card is required in your profile to allow you to book travel through Concur.

1. Click the Add a Credit Card link.

2. Enter your UConn Travel Card information, as applicable.

3. Enter a personal credit card, if a Travel Card is not available

4. After the card is added, press the Update pencil icon to make the card of your choosing the default for Plane, Rail, Car Rentals, and Hotels. This allows Anthony Travel to assist with booking using this card.

Recommended Profile Settings

The sections below provide instruction for completing various other profile information that are highly recommended at UConn.

Request Settings

Request Information | Account Number

Each travel and expense report must be associated with at least one Account Number.

The Account Number can be modified for any request or expense report, as needed.

1. In the Account Number field, enter the account (KFS number) used most frequently for your travel related expenses.

2. Click to make a selection from the list of available account numbers.

3. Click Save to confirm the entered information.

Request Delegates

Delegates are employees who are allowed to perform work on behalf of other employees. By assigning permissions to a delegate, you are assigning permissions to allow a delegate to prepare Requests and Expense Reports on your behalf. Further, a delegate can be assigned permission to approve or preview expense reports, on your behalf.

Refer to the Delegate reference documents for additional information.

1. To set up a delegate click Add.

2. Search by employee name, email address, or UConn Net ID.

3. Select the desired employee from the drop-down list.

4. Select the permissions you are granting for them.

Request Preferences

Request Preferences define email notifications you receive. Modify default options as desired.

Request Approvers

The Request Approver section will display your direct supervisor, based on CORE CT.

Favorite Attendees

Those that work with larger attendee groups, refer to the Attendee Group tab to predefine large groups for easier selection when preparing Requests and submitting expenses.

To add individual new attendees:

1. Click New Attendee.

2. Complete the required fields, and then click Save.

To add groups of attendees:

1. Click the Attendee Group tab.

2. Select the attendees from the list of Favorites.

3. Name the Group and then click Save Group.

Expense Settings

Expense Preferences

Expense Preferences define email notifications you will receive. Modify default options as desired.

Expense Approvers

The Expense Approver section will display your direct supervisor, based on CORE CT.

Other Settings

E-Receipt Activation

E-receipts are digital representations of receipts with both a receipt image and structured data. The e-receipts come from preauthorized and participating major vendors and are transmitted to SAP Concur on behalf of individual users who have activated e-receipts in their Concur profile. With this feature enabled, e-receipts (from participating partners) are sent and then uploaded directly to the appropriate traveler’s expense module within Concur.

System Settings

System Settings define Regional settings, language and other calendar settings. Modify default options as desired.

Concur Connect

Once Concur mobile app is setup, the option to revoke access is available from this view. In the event that a Traveler loses their mobile device, or replaces their device, click the revoke access link.

Concur Mobile Registration

To manage your business travel and expenses on-the-go, download the Concur Mobile app to your personal mobile device.

Login with your UConn SSO Code, which should be setup from the Concur Mobile Registration section.

Refer to the Ways to Make Concur Work For You guide.

Additional Support

For help with Concur, contact travel@uconn.edu.

For additional reference material, refer to the Training and Resources page located on the Travel Services page.

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