Concur How-to: Identifying Travel Arrangers

A travel arranger (also called a travel assistant) is an individual authorized to book travel in the Concur Travel & Expense System, on behalf of another person. Travel arrangers can view another’s upcoming trips in Concur, whether those trips were booked using Concur or Christopherson Business Travel.

Note: This role is not needed to use CBT to book travel on behalf of another person.

Read the procedures

  1. Select your Profile menu in the upper right corner of your screen. Click Assistants/Arrangers (left-side menu). If you already have travel arrangers identified, they will appear here.
  2. To add a Travel Arranger:
    • Click the [+]Add an Assistant link (right side of section).
    • In the Assistant field, search for the employee you wish to add as your travel arranger. You can search by name, employee ID, or email address.
    • Select your travel arranger from the resulting list.
    • Check the Can book travel for me checkbox.
    • If you want to identify this individual as your one primary travel arranger, check the Is my primary assistant for travel checkbox. A primary travel arranger will receive an emailed itinerary no matter who books your trips.

      You can only have one primary travel arranger.
       
    • Click the Save button at the bottom of this section.
       
  3. To remove a Travel Arranger:
    • Locate the appropriate individual and, on the far right of your screen, click the trash can icon in line with that individual’s name.
    • You will receive a pop-up message for verification. To remove the travel arranger from your list, click OK.
       
  4. To add or remove 25 or more travel arrangers:
    • Submit the Travel Arranger form instead.
    • You can also use the Travel Arranger form to remove any number of inactive travel arrangers or to identify travel arrangers by HR org number.
       
  5. To see a list of employees for whom you can arrange travel:
    • You’ll have to go to the Travel tab as this information is not stored in your Concur Profile. From the Travel tab, click on Arrangers then I’m Assisting
    • You can remove individuals from this list by clicking the trash can icon in line with their name.
    • You are unable to add individuals to this list as they’ll need to designate you as their Travel Arranger from their own Concur Profile.

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