<div dir="ltr"><div class="gmail_quote gmail_quote_container"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div><p><span style="background-color:transparent;color:rgb(0,0,0);font-family:arial,sans-serif">Dear Colleagues,</span></p></div><div><div dir="ltr" class="gmail_signature"><div dir="ltr"><p dir="ltr" style="line-height:1.38;margin-top:12pt;margin-bottom:12pt"><span style="color:rgb(0,0,0);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap"><font face="arial, sans-serif">Business & Financial Services (BFS) continues to receive support tickets related to recurring Concur and Enterprise Access Control System (EACS) issues. To help reduce confusion and avoid delays, Concur Delegates and Department Security Access Administrators (SAAs) are encouraged to review the following key reminders.</font></span></p><p dir="ltr" style="line-height:1.38;margin-top:12pt;margin-bottom:12pt"><font face="arial, sans-serif"><span style="color:rgb(0,0,0);background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap">Delegate Cap in Concur</span><span style="color:rgb(0,0,0);background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap"><br></span><span style="color:rgb(0,0,0);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap">Each user can be assigned as a Delegate for up to 250 people. If someone is unable to act as a Delegate even though appropriately assigned in EACS, they may have reached this limit.</span><span style="color:rgb(0,0,0);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap"><br></span><span style="color:rgb(0,0,0);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap"><br></span><span style="color:rgb(0,0,0);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap">While there is currently no report to show Delegate counts, departments—especially those assigning Delegates to the “All” record across large and/or multiple groups—should plan accordingly. BFS has submitted a request to explore the development of a campus-wide Delegate count report.</span><span style="color:rgb(0,0,0);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap"><br></span><span style="color:rgb(0,0,0);background-color:transparent;font-weight:400;font-style:italic;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap"><br></span></font><font color="#000000">As a reminder to the Dept. SAAs, please remember that users must have both a Concur Delegate role, as well as be assigned as a Concur Delegate to a routing in the “Concur Routing” setup. Just assigning the role will not grant them access to users in the respective accountability structure.</font></p><p dir="ltr" style="line-height:1.38;margin-top:12pt;margin-bottom:12pt"><font face="arial, sans-serif"><span style="color:rgb(0,0,0);background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap">Role Removal Sync Issue (EACS & Concur)</span><span style="color:rgb(0,0,0);background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap"><br></span><span style="color:rgb(0,0,0);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap">If an SAA removes someone from a Concur Routing row (e.g., Concur Delegate, Financial Previewer or Financial Approver) but does not remove the corresponding Concur role from the user’s profile, the update won’t sync correctly.</span><span style="color:rgb(0,0,0);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap"><br></span><span style="color:rgb(0,0,0);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap"><br></span><span style="color:rgb(0,0,0);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap">To ensure changes are properly reflected in Concur, both the Routing row and the user’s roles must be updated in EACS.</span></font></p><p dir="ltr" style="line-height:1.38;margin-top:12pt;margin-bottom:12pt"><span style="color:rgb(0,0,0);background-color:transparent;font-weight:700;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap"><font face="arial, sans-serif">Additional Access and Role Reminders</font></span></p><ul style="margin-top:0px;margin-bottom:0px"><li dir="ltr" style="list-style-type:disc;color:rgb(0,0,0);background-color:transparent;font-style:normal;font-variant:normal;vertical-align:baseline;white-space:pre-wrap"><p dir="ltr" style="line-height:1.2;margin-top:4pt;margin-bottom:10pt" role="presentation"><font face="arial, sans-serif"><span style="color:rgb(0,0,0);background-color:transparent;font-style:normal;font-variant:normal;vertical-align:baseline;white-space:pre-wrap">Users need the </span><span style="color:rgb(0,0,0);background-color:transparent;font-style:normal;font-variant:normal;vertical-align:baseline;white-space:pre-wrap">Concur User</span><span style="color:rgb(0,0,0);background-color:transparent;font-style:normal;font-variant:normal;vertical-align:baseline;white-space:pre-wrap"> role to access the system</span></font></p></li><li dir="ltr" style="list-style-type:disc;color:rgb(0,0,0);background-color:transparent;font-style:normal;font-variant:normal;vertical-align:baseline;white-space:pre-wrap"><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:10pt" role="presentation"><font face="arial, sans-serif"><span style="color:rgb(0,0,0);background-color:transparent;font-style:normal;font-variant:normal;vertical-align:baseline;white-space:pre-wrap">The </span><span style="color:rgb(0,0,0);background-color:transparent;font-style:normal;font-variant:normal;vertical-align:baseline;white-space:pre-wrap">Concur Delegate</span><span style="color:rgb(0,0,0);background-color:transparent;font-style:normal;font-variant:normal;vertical-align:baseline;white-space:pre-wrap"> role is required to book travel or submit reports for others</span></font></p></li><li dir="ltr" style="list-style-type:disc;color:rgb(0,0,0);background-color:transparent;font-style:normal;font-variant:normal;vertical-align:baseline;white-space:pre-wrap"><p dir="ltr" style="line-height:1.2;margin-top:0pt;margin-bottom:10pt" role="presentation"><font face="arial, sans-serif"><span style="color:rgb(0,0,0);background-color:transparent;font-style:normal;font-variant:normal;vertical-align:baseline;white-space:pre-wrap">Financial Previewers</span><span style="color:rgb(0,0,0);background-color:transparent;font-style:normal;font-variant:normal;vertical-align:baseline;white-space:pre-wrap"> are optional, but once assigned, they are required for report approval</span></font></p></li><li dir="ltr" style="list-style-type:disc;color:rgb(0,0,0);background-color:transparent;font-style:normal;font-variant:normal;vertical-align:baseline;white-space:pre-wrap"><p dir="ltr" style="line-height:1.2;margin-top:4pt;margin-bottom:10pt" role="presentation"><font face="arial, sans-serif"><span style="color:rgb(0,0,0);background-color:transparent;font-style:normal;font-variant:normal;vertical-align:baseline;white-space:pre-wrap">Concur Delegates who prepare or submit reports cannot also approve those same reports</span><span style="text-decoration:none;font-weight:400;color:rgb(0,0,0);background-color:transparent;font-style:normal;font-variant:normal;vertical-align:baseline;white-space:pre-wrap"><br></span></font></p></li></ul><p dir="ltr" style="line-height:1.38;margin-top:12pt;margin-bottom:12pt"><span style="color:rgb(0,0,0);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap"><font face="arial, sans-serif">If you have questions or need additional assistance, please continue to submit support tickets. We hope these reminders help prevent common issues and support smoother processing.</font></span></p><p dir="ltr" style="line-height:1.38;margin-top:12pt;margin-bottom:12pt"><span style="color:rgb(0,0,0);background-color:transparent;font-weight:400;font-style:normal;font-variant:normal;text-decoration:none;vertical-align:baseline;white-space:pre-wrap"><font face="arial, sans-serif">Sincerely,</font></span></p><p class="MsoNormal" style="margin-bottom:3pt;color:rgb(34,34,34)"><font face="arial, sans-serif"><span id="m_6771500542706018993gmail-docs-internal-guid-2998ef61-7fff-441d-f03d-0a32427aa91f"></span></font></p><p style="color:rgb(80,0,80);box-sizing:inherit;margin:0px 0px 1rem;padding:0px;line-height:1.6"><font face="arial, sans-serif"><font color="#000000"><span style="box-sizing:inherit;line-height:inherit"><strong style="box-sizing:inherit;font-weight:bold;line-height:inherit">Asirra Suguitan</strong></span><br style="box-sizing:inherit">Associate Vice Chancellor and Campus Controller<br style="box-sizing:inherit">Business & Financial Services</font><br style="box-sizing:inherit"><font color="#0000ff"><a href="http://bfs.ucr.edu/" style="box-sizing:inherit;background-color:transparent;line-height:inherit" target="_blank">http://bfs.ucr.edu/</a> </font></font></p><p style="box-sizing:inherit;margin:0px 0px 1rem;padding:0px;line-height:1.6;color:rgb(69,90,100)"><font face="arial, sans-serif"><img alt="" height="55" src="https://ci3.googleusercontent.com/mail-sig/AIorK4yTxaofWPaja-2dyHRS3kpaJrxSiFZy3-nW23pwuokN84sCxbCWIejF0CImACFBLTiNID3TfhTmTy9S" width="179" style="box-sizing:inherit;border-style:none;display:inline-block;vertical-align:middle;max-width:100%;height:auto"></font></p></div></div></div></div></div></div></div></div></div></div></div>
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