UCAR’s Participant Application allows Travel Coordinators to maintain the Concur profiles of our participant travelers and identify their Concur delegates for reimbursement and travel purposes.
Only Concur delegates for participants can be added in the UCAR Participant Application. Delegate requests are automatically applied in Concur. Please allow some time for the systems to sync. In the event you encounter any issues, please contact travel@ucar.edu.
Access the UCAR Participant Application. You can access the application from the link below or from the Company Notes section of your Concur home page.
Note: Only someone in the Travel Coordinator role can access the Visitor and Event application.
First, begin a search to see if the participant already has a profile. Using the menu on the left, click the Create/Update Participants link under the Traveler section.
Search for the participant. Enter at least two characters of the participant’s name to begin the search. The more characters you enter, the shorter your list of results will become.
*Please search thoroughly to try preventing the creation of duplicate profiles.
Verify the individual’s profile is available in Concur. Look at the Status (right of the individual’s name). If it’s Active, the individual also has a Concur profile. If it’s Inactive click the edit button to update and export this individual’s profile to Concur.
Click the Edit link. The Edit link is to the right of the individual’s name. See a View link instead of Edit? If so, the individual is an employee and should add Concur delegates her/himself. Visit the Identifying Delegates guide for details.
The participant’s profile appears.
Click the Add Delegate button in the upper right of the Delegate section, a small search box will appear, enter the delegate’s name. Once the desired name appears select the delegate by clicking the check box next to the name. Note: Delegate requests are automatically applied in Concur. Please allow some time for the systems to sync. In the event you encounter any issues, please contact travel@ucar.edu.
Finally, click Submit at the bottom of the screen.
Click the Save button. The Save button is in the lower left of the window.
The delegate’s name is added to the list of delegates for the individual. Each delegate listed in this section can act in Concur on this individual’s behalf.
Note: To delete an existing delegate, click the "X" to the right of the delegate’s name.
