SAP Concur - Create User
  • 01 Jan 2024
  • 4 Minutes to read
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SAP Concur - Create User

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Article Summary

SAP Concur - Create User creates a user in SAP Concur for each asset that matches the parameters of the selected saved query, and the other Enforcement Action settings or the assets selected on the relevant asset page.

Note:
Creation of the users in Concur is automated, but you need to manually specify the manager of the new user in Concur in order for that employee to raise a workflow. See SAP Concur User Provisioning.

See Creating Enforcement Sets to learn more about adding Enforcement Actions to Enforcement Sets.

General Settings

  • Enforcement Set name (required) - The name of the Enforcement Set. A default value is added by Axonius. You can change the name according to your needs.
  • Add description - Click to add a description of the Enforcement Set. It is recommended to describe what the Enforcement Set does.
  • Run action on assets matching following query (required) - Select an asset category and a query. The Enforcement Action will be run on the assets that match the query parameters.
  • Action name (required) - The name of the Main action. A default value is added by Axonius. You can change the name according to your needs.
  • Configure Dynamic Values - Toggle on to enter a Dynamic Value statement. See Creating Enforcement Action Dynamic Value Statements to learn more about Dynamic Value statement syntax.

  • Use stored credentials from SAS Concur 3.x adapter - Select this option to use the first SAS Concur connected adapter credentials. SAS Concur

    • When you select this option, the Select Adapter Connection drop-down is available, and you can choose which adapter connection to use for this Enforcement Action.

Required Fields

These fields are required to run the Enforcement Action.

  • First Name - The user's first name.
  • Last Name - The user's last name.
  • Emails - Cick + to add the user's email address. Multiple email addresses can be added. Click TrashcanIcon-gray to delete an email address.
    • Email Address - Select an adapter and a field that contains an email address.
    • Email Type - Select an email type from the list of options.
  • Preferred Language - The user's preferred language.
  • Timezone - The timezone where the user is located.
  • Compute Node - The Axonius node to use when connecting to the specified host. For more details, see Connecting Additional Axonius Nodes.

Additional Fields

These fields are optional.

  • Display Name - The user's display name. Can be different than their First Name or Last Name. Select an adapter and a field that contains the display name.
  • User Name - The name that can be used to login to CTE.
  • Is Active - When selected, sets the user as active.
  • Add Phone Numbers - Cick + to add the user's phone number. Multiple phone numbers can be added. Click TrashcanIcon-gray to delete a phone number.
    • Number - Select an adapter and a field that contains a phone number.
    • Phone Number Type - Select a phone number type from the list of options.
  • Job Title - Select an adapter and a field that contains a job title.
  • Enable Enterprise User - Enable to identify the user as an enterprise user.
    • Enterprise User:
      • Company ID (Concur ID of the Company) - The Concur ID of the user.
      • Start Date - The date the user started.
  • Add Approvers - Click + to add multiple approvers. Click TrashcanIcon-gray to delete an approver.
    • Approver Employee Number - The employee number of the approver.
    • Is Primary Approver - Select if the approver is a primary approver.
  • Enable Spend User - Enable to add a spend user.
    • Cash Advance Account Code - The cash advance code of the user.
    • Country - The user's country.
    • Locale - The language code for the selected Country.
    • Reimbursement Currency - The currency to use for reimbursements.
  • Add Travel User - Add a user that is authorized for travel usage.
    • Rule Class Name - The name of the rule class to which the travel user belongs.
    • Travel CRS Name - The name of the profile in the GDS system.
  • Gateway Name - Select the gateway through which to connect to perform the action.

Connection Parameters

If Use stored credentials from the SAP Concur 3.x adapter is disabled, these fields are required:

  • Geo Location (Domain) - The domain of the SAP Concur server.
  • Client ID - The Concur ID used to log in and create the users.
  • Client Secret - The Concur secret used to log in and create the users.
  • User Name and Password (required) - The credentials for a user account that has the Required Permissions to fetch assets.
  • Verify SSL - Select whether to verify the SSL certificate of the server against the CA database inside of Axonius. For more details, see SSL Trust & CA Settings.

  • HTTPS Proxy - Connect the adapter to a proxy instead of directly connecting it to the domain.

  • HTTPS Proxy User Name - The user name to use when connecting to the server using the  HTTPS Proxy.

  • HTTPS Proxy Password - The password to use when connecting to the server using the  HTTPS Proxy.

APIs

Axonius uses the SAP Business Accelerator Hub API.

See also:

Permissions

The credentials used to connect to SAP Concur must have the following permissions:

  • user.provision.write
  • identity.user.coreenterprise.writeonly
  • identity.user.externalID.writeonly
  • spend.user.general.writeonly

For more details about other Enforcement Actions available, see Action Library.



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