Set up your profile in Concur
Travel and p-card
How to set up your profile in Concur
Before using Concur, review and update your profile information to prevent errors when booking travel.
Open your profile settings
Click the blue circle with your initials in the top-right corner of the page.
Then click Profile Settings.
Click the tab or the blue text Personal Information.
Any option will take you to the same screen.
You’ll see a page with different sections. This is your profile information. Some sections are already filled in and some sections need to be filled in.
Confirm your name is correct
First, confirm that your name matches the name on the photo identification that you show at the airport.
To update this information, contact the Division of Human Resource Management
Confirm your addresses are correct
Scroll down to the Work Address and Home Address sections.
Confirm that your work and home addresses are correct. If your home address is wrong, contact the Division of Human Resource Management to get it changed.
The addresses are used for calculating mileage in a travel request or reimbursement request.
Add your phone numbers
Scroll down to the Contact Information section.
Fill in your phone numbers for the fields marked [Required**]. In the Home Phone field, you can enter a cell phone number if you don’t have a home phone number.
Your phone numbers are used only if the travel management company needs to contact you about your booking or travel details.
Verify your email address
Scroll down to the Email Addresses section.
Confirm that your state-issued email address is listed under Email Address.
If you want to add up to 2 more email addresses, click the small blue text Add an email address.
Enter your email address, select whether you want to receive notifications, and click OK.
To verify an email address, click the small blue text Verify in the email line.
A pop-up window labeled Verification Email Sent will appear.
Click OK.
Go to your email inbox to get the verification code.
Copy the verification code from the email and go back to Concur. Paste the code into the Enter Code box and click OK.
A pop-up window labeled Email Verification Status will appear saying your email address has been verified and you can now email your receipts.
Click OK.
An email address can only be associated with 1 Concur profile, so delegates shouldn’t enter their own state email address in another user’s profile.
Your email address should now say "Verified" with a green checkmark. Follow the same steps to verify your other email address.
Add emergency contact information
Scroll down to the Emergency Contact section.
If your agency requires it, fill out the information in this section.
Fill in your travel preferences
Scroll down to the Travel Preferences section.
This section is optional; you can fill out as much as you’d like.
Add a credit card
Scroll down to the Credit cards section.
This section is optional. To add a credit card, click the small blue text Add a Credit Card.
Save your changes
When you’re all done updating your profile, click any of the Save buttons on the page.
You’ll be taken back to the Profile Options page and you’ll see a little green message on the right side that says “Profile Saved.”
You might also like...
Concur help
Learn about Concur, find more how-to guides, and get answers to common questions
P-card help
Learn about p-card reconciliation and get answers to common questions
Email receipts to concur
Learn how to email your receipts to Concur so you don't have to create expenses manually
How to add a delegate
Learn how to assign another user to create, edit, or approve travel and reimbursement requests