User Guide Portman Concur If you display this guide in slide show format and ensure your sound is activated on your computer, you will be able to hear an audio commentary. You will need to move through each slide in order to hear the comments. User Guide

You will be prompted to change your password at first login. Concur Login Page You will be prompted to change your password at first login. This is the login page where you will be asked to enter your user name and password.

My User Profile

Concur – My User Profile The Profile section is where you will be able to update all of your information ie telephone number and frequent flyer information. Click Profile then Profile settings.

Concur – My User Profile To ensure a smooth booking and travel experience it is important that your ‘User Profile’ is kept up to date. The ‘Profile Options’ area will allow you to view or modify any aspects of your personal information Your personal profile is broken down in to separate areas.

Concur – My User Profile You can use the ‘Jump To’ box at the top to go to a specific area of your profile or simply scroll down through each section. Remember to save any updated information using any of the save buttons throughout the profile. Please remember to save any changes you make.

Creating a New Profile – User Details You will not receive any search results if you have not completed the mandatory data required in the user profile. Click “Go to the Profile page” to return to the user profile and complete the required information.  

Editing Profiles

Profile – Editing a Profile In order to update profiles ensure you have access to the ‘Administration’ area.  To edit Travellers profiles please click ‘Administration, Company Admin’

Editing a Profile – Company Administration To ensure a smooth booking and travel experience it is important that the ‘User Profile’ is kept up to date. Please click ‘User Administration’.  

Editing a Profile – User Administration You can amend the details in the ‘Trip Name’ to help identify your travel plans. You have the option to send the trip confirmation to an additional email recipient. Use the filter boxes to search for a user profile.   Click on the Icon under ‘Profile’ to access the individual’s profile.

Creating a New Profile – Traveller Personal Profile You can use the ‘Jump To’ box at the top to go to a specific area of the profile or simply scroll down through each section. Remember to save any updated information.  Complete updates and click ‘Save’  

Resetting Passwords

Profile – Resetting Passwords In order to reset a password ensure you have access to the ‘Administration’ area.   To edit Travellers profiles please click ‘Administration, Company Admin’.

Profile – Resetting Passwords If a user locks their account, you can reset their password and this will automatically unlock the profile. To retrieve the users profile click ‘User Administration’.

Profile – Resetting Passwords You can search for a profile using the travellers name, email or log in ID. Click on the Last/First Name to go in to a specific profile. Use the filter boxes to search for a user profile.  Click on the users name to open profile.

Profile – Resetting Passwords You will not be able to use a password which has recently been used. Reset password and click ‘Save’.

For any assistance please contact the Online Helpdesk on your dedicated number.