---
title: "Navigation and Profile Setup"
canonical: "https://kb.uconn.edu/space/FPB/26690420816/Navigation%20and%20Profile%20Setup"
format: markdown
---
This page provides an overview for logging in, general homepage navigation, and profile setup.  

## Table of Contents

> Macro (toc)

## Logging In

1. Navigate to any web browser.
2. Access Concur by logging in through our website at [Travel Services](http://travel.uconn.edu) 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. 

![image-20260210-155943.png](media://5ea02aec-07ef-498f-8195-9b77efbb1fa0)

 

| **Item** | **Description** |
| --- | --- |
| 1. SAP Concur Menu | This button has a pop-out feature that displays various categories so you can navigate to a desired section. For example, click Requests to navigate to a view displaying request specific information. You can also click the icon directly without pressing the pop-out feature. |
| 2. Action Tiles | This section provides quick tasks so you can quickly access features such as start a new request or expense report. |
| 3. Company Notes | This section includes important, up-to-date, UConn Travel and Expense related information. |
| 4. Trip Search | This section provides the tools you need to book a trip, such as flights, hotel, and car rental. |
| 5. Quick Task Menu | This section will show any outstanding items such as expenses, requests, and expense reports. |
| 6. Notifications and Help | The Bell icon will display Concur Notification. The Question Mark icon has links to Concur related reference material. |
| 7. Profile Settings | This section stores personal information used for booking travel and streamlining Concur processes. |

## 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 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.

![Screenshot 2024-02-20 at 10.48.26 AM.png](media://eaa98114-8990-4891-b568-30f4cc1bc397)

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

![Screenshot 2024-02-20 at 11.03.17 AM.png](media://8c11e35c-f70c-407c-b66d-7710bc0375b2)

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).

![Screenshot 2024-02-20 at 11.03.56 AM.png](media://0df2db81-0126-4d88-82bb-75c187895a5d)

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.

![Screenshot 2024-02-20 at 11.04.50 AM.png](media://ee25aa97-05ae-40d6-95af-a4a7bb8a1c7e)

> ℹ️ Select Yes for the Contact for Travel Notifications options, as desired.

9. Complete all **Emergency Contact** fields.
10. Review the **Travel Preferences** section. Update as desired.

![Screenshot 2024-02-20 at 11.05.38 AM.png](media://76f44bf1-16ca-4add-b8ec-a148f154d230)

11. TSA Secure Flight
12. Complete the **Gender** and **Date of Birth** fields, as these are required fields.

![Screenshot 2024-02-20 at 11.07.56 AM.png](media://6b6de9d1-eaf5-435d-8d42-33889734c900)

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.

![Screenshot 2024-02-20 at 11.10.19 AM.png](media://fabf251e-180b-43b6-b7a8-891795262c3e)

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**.

![Screenshot 2024-02-20 at 11.12.15 AM.png](media://f291370e-417d-4e4e-bfaf-7d21a82d7165)

### 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.

> ℹ️ If your do not have a Travel Card, complete the Travel Card training and apply for a Travel Card if necessary.

## 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.

![Screenshot 2024-02-20 at 11.18.20 AM.png](media://e1af955c-ebfa-46a3-9224-fbe86b0136c1)

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.

![Screenshot 2024-02-20 at 11.21.35 AM.png](media://d727e2ee-9d84-49b6-a72a-b922bdfceb2f)

4. Select the permissions you are granting for them.

> ℹ️ A delegate may create and submit Travel Requests for another traveler, excluding requests with cash advances.

> ℹ️ Travelers with 10 or more preparer delegates, or for preparer delegates supporting 10 or more travelers: obtain written approval from the Dean/Director/Department Head, and then contact [travel@uconn.edu](mailto:travel@uconn.edu) for additional assistance.

### 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. 

![Screenshot 2024-02-20 at 11.25.55 AM.png](media://1165ebd3-6145-4394-9889-41edbc5a3546)

#### 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. 

> ℹ️ Use of Mobile apps is optional for travelers, but if desired, registering a mobile device is required for mobile app integration/functionality.

## Additional Support

For help with Concur, contact [travel@uconn.edu](mailto:travel@uconn.edu).   

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

## Related Articles

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