Account Setup and Maintenance

1. From the Concur Home Page, select Profile> Profile Settings.
2. The Profile Options page appears.
3. You can update specific sections of your profile from the individual links provided under the Profile Options heading or use the menus on the left to select a section to update.
4. To review/update your entire profile, select Personal Information.

The remaining steps walk through each section within the profile.

• Verify that the first, middle, and last names shown are identical to those on the photo identification you will present at the airport.
• Please get in touch with HR at (864) 656-2000 if a correction needs to be made.

Includes:

• Employee ID
• Manager
• Employee Position/Title

Contains:

• Company Name
• Assigned Location
• Address

Contains:

• Home Address: This is not required, but it is helpful information for AT if you request assistance to have missing bags shipped to your home.

Contains:

• Phone number – You are required to specify one number in either the Work or Home Phone field. The number you provide will be the number an airline will attempt to contact you at in the case of an emergency.
• Mobile Phone – Please enter your mobile phone country/region and phone number, even if you have already entered it in the work phone cell.

• Email Addresses – Your CU Email Address should already be populated in this area. You will need to verify it. You can also + Add an Email Address as needed.
• By verifying your CU Email address, you are giving Concur the ability to associate information forwarded from that email address, the Concur Mobile apps, or the apps of Concur partners (such as Uber, Parking Spot, etc.) to your Concur account.

1. On your CU email address, select Verify.
2. Check your email for a verification message from Concur.
3. Copy the code from the email and paste it into the Enter Code field next to the email address in the Concur profile – email addresses section.
4. Select OK to submit the code and complete verification. Your email will now show as verified in green.

Note: With your verified email, you can also forward receipt emails to receipts@expenseit.com to upload the receipt directly to your available receipts in Concur.

• Emergency Contact – The individual you list here will be contacted in an emergency if you cannot be reached.

Includes:

• Eligible Discount Rate/Fare Classes – The system will include the applicable discount rates/fare classes by checking those that apply to you. You must have a card to present for proof of eligibility if requested by the vendor.
• Air, Hotel, and Car Rental Preferences – The system automatically applies saved preferences to your bookings and reservations.
• Note: Adding preferences will limit your search results accordingly when booking travel. For example, if you choose Aisle under Seat Preference, your search results will not return any flights where an aisle seat is not available.
• Frequent Traveler Programs – One benefit with Concur is that you are still eligible to receive benefits and accrue your own rewards points on your accounts with various air, hotel, and car travel vendors’ rewards programs. Please ensure the name on your reward program matches your photo ID and the name saved in Concur.
  • Select [ + ] Add a Program
  • Select the vendor and enter your rewards number or ID (you can enter up to five travel vendors at a time).
  • Select Save.
  • Repeat as needed. 
• Unused Tickets and Southwest Ticket Credits – Credits for canceled flights booked in Concur are automatically saved and appear here for easy tracking until applied to a future ticket purchase. Concur will email reminders when credits are about to expire and remind you of unused credits while booking.
• TSA Secure Flight – contains the required TSA and pre-check information. Make sure these items match your ID.
  • Gender – prepopulated from HR 
  • Date of Birth – prepopulated from HR 
  • DHS Redress No – if applicable 
  • TSA Pre-Check, Known Traveler Number, or Global Entry Pass ID – if applicable 

• Passports and Visas – Securely store your passport and visa information. This will allow Concur to include the information in your international reservations automatically. Alerts will prompt you when your passport or visa is about to expire. 
• Select [ + ] Add a Passport or [ + ] Add a Visa 
• Enter the information. 

• Credit Cards – In this section, you will add and securely store the card information used to purchase or reserve travel arrangements.

To add a card:

1. Select Add a Credit Card 
2. Fill out the required fields noted with a red asterisk (*).
3. Your P-Card should be listed here and only used for rental cars.
4. Also listed is the Clemson Air Card, a University account you may only use to purchase airfare.
5. Billing Address: This is most likely your office address for CU P-cards.
6. Select Save
   • Notice that all but the last four digits of the saved card number are masked for security purposes. 
   • You can edit or delete a credit card by selecting the pencil or trash can icon. 

1. Select the blue Save button at the bottom of the screen under the Credit Cards section. 
2. Make sure you see the Profile Saved message under the Profile dropdown.

Note: There are multiple places to save throughout your Profile page to keep you from having to scroll through the entire page for those times when you are just updating one specific section.

• Request/Expense Delegate – In this section, you may select other Concur-profiled CU employees you would like to permit to perform actions on your behalf in Concur. You can have multiple delegates, but your liaison should be your primary. 
• To Add a Request/Expense Delegate: 
  • Select Request Delegates in the left-hand side menu bar. 
    • Note: Adding a delegate in the Request section also applies automatically to the Expense section. 
  • Click Add
  • Search by employee name, email address, or XID.
  • Once you find the correct employee, click their name to add them as a delegate automatically. 
  • Check the boxes that apply: 
    • Can Prepare – I can prepare reports on your behalf. 
    • Can Book Travel – can book all travel on your behalf 
    • Can View Receipts – allows the delegate to view and attach receipts.
    • Receives Emails – recommended if you have a liaison assisting you with charges or approvals.
    • Can Approve – gives the delegate the ability to approve reports on behalf of the user. 
    • Receives Approval Emails – recommended if you have a liaison assisting you with charges or approvals.
  • Click Save when finished. 

• Go to concur.app.clemson.edu.
• Log in using the SSO (Single Sign-On) link.
• From the Concur Home Page, close any pop-ups that appear. 
• Select Profile > Profile Settings. 

• From Profile Settings, select Personal Information.
• Verify that your name (first, middle, last) matches your government-issued ID.
• If corrections are needed in the greyed-out section, contact HR to update your record in SAP.
• Scroll to Contact Information and enter your work phone and alternate phone number.
• Select Save.

• In Personal Information, scroll down to Email Addresses.
• Verify that your Clemson email address is listed.
• Select Verify.
• Check your email for a verification code and enter it in Concur.
• This will allow emailed receipts (to receipts@expenseit.com) and travel plans (to plans@tripit.com) to be associated with your Concur account.

• From the Profile page or left menu under Other Settings, select E-Receipt Activation.
• Click Enable E-Receipts, then agree to the terms and conditions.
• This feature simplifies how receipts are managed, loaded, and processed in Concur.

• From the Profile page (or the left menu), select Travel Preferences.
• Under Frequent-Traveler Programs, enter any frequent flyer, hotel, or car rental reward program numbers.
• Select Add a Program to include additional entries.
• Select Save.
• This helps support e-receipts and ensures you earn points/miles for University business travel.

• From Profile Settings, select Credit Card Information.
• Enter your Clemson P-Card and associated work billing address (check with your business office if unsure).
• Select Add a Credit Card to enter a personal card for non-P-card eligible expenses.
• Only the last four digits of the card will be visible.
• Select Save.

• From Profile Settings, select Concur Mobile Registration.
• Enter your email address to receive a download link, or download the SAP Concur app directly from your device’s app store.
• Open the app and sign in using your Clemson credentials via SSO.

• From the Concur Home Page, select the App Center tab.
• Click the TripIt app icon and follow the prompts to create an account using your Clemson email address.
• If you already have a TripIt account, simply link it.
• Check your email for a verification link from TripIt.
• After verifying, download the TripIt mobile app and log in.
• Your account will automatically be upgraded to TripItPro.

• Travel Delegates
  • From the Profile page (or the left menu), select Request Delegates under the Request Settings header.
  • Select Add, enter your travel arranger’s name, and check the box to allow them to book travel on your behalf.
  • Select Save.
• Expense Delegates (Email Notifications)
  • From the Profile page (or the left menu), select Expense Delegates under the Expense Settings header.
  • To copy expense delegates on Concur email notifications, check the box under the Receives Emails column next to their name.
  • Select Save.