Create User - SAP Concur
  • 26 Sep 2024
  • 4 Minutes to read
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Create User - SAP Concur

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Article summary

Create User - SAP Concur creates a user in SAP Concur 3 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.

Note:

General Settings

  • Action name - The name of this Enforcement Action. The system sets a default name. You can change the name.
  • 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 - Click + 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 log in to CTE.
  • Is Active - When selected, sets the user as active.
  • Add Phone Numbers - Click + 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.

  • 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 perform this action.
  • Verify SSL (optional) - 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 (optional) - Connect the adapter to a proxy instead of directly connecting it to the domain.
  • HTTPS Proxy User Name (optional) - The user name to use when connecting to the server using the  HTTPS Proxy.
  • HTTPS Proxy Password (optional) - The password to use when connecting to the server using the  HTTPS Proxy.

APIs

Axonius uses the SAP Business Accelerator Hub API.

See also:

Required 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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