Using Concur Travel
Information on this page answers commonly asked questions related to using Concur. A Concur Travel How To Guide is also available in the upper right. Additional questions have been added to the Concur FAQ page.
Q. How do I access Concur Travel?
A. If you have set up an account and have a login, click on the Concur Travel link in the upper right column. If you do not, review the Getting Started page. Your user name is your email. You will create your own password.
Q. What should I do the first time I log into Concur Travel?
A. Before you use Concur Travel to reserve travel, click the "Profile" link to review and update your profile. You must save your profile before you first attempt to book a trip in Concur Travel. If you are a travel arranger, select the profile that you want to edit from the "You are Administering Travel For" list on the "My Concur" page and then click "Profile".
Q. Do I have to use Concur Travel?
A. Yes, it will be necessary to use Concur to track all travel. It is not mandatory, however, to use Concur’s travel booking feature, although its use is strongly encouraged because of cost savings and efficiencies.You can also reference the Concur Travel How To Guide (PDF file) linked on the upper right.
Q. What if I do not book my own travel?
A. In Concur, you can select an assistant or arranger to reserve your travel. On the "My Concur" page, click "Profile" and then click the "Assistants" link at the top of the page. Click "Add an Assistant" to add the person who you would like to authorize to reserve your travel. This person can now update your profile and also make travel arrangements for you. If you do not see your travel arranger in the list of people to select from, that individual might not have access to Concur. To add your arranger to the list, send a request to your travel administrator.
Q. What are the required fields on the profile page?
A. The fields required on the profile page are contact telephone numbers, email address, TSA information, and personal credit card. Optionally, you can also enter travel preferences such as frequent flier information and seating preferences.
Q. I do not use an American Express government card and do not want to use my personal credit card. Do I need to enter a credit card number?
A. To use Concur and reserve a hotel room, you must use and enter a credit card number. The Concur site is a secure site. Only the last four digits of the card number are shown.
Q. I arrange my supervisor’s travel. Should he or she have their own password?
A. Yes, you and your supervisor must each have a traveler profile with separate passwords. Your supervisor should assign you as a travel arranger via his or her profile.
Q. Do I, as the travel arranger, need to input the traveler’s credit card number?
A. No, the traveler will input their credit card number when they complete their profile.
Q. Who should I contact for assistance with navigating in Concur?
A. For Concur system navigational assistance, contact TravelStore, the State's designated travel agency, at (916) 376-3989 or (877) 454-8785.
Primary Assistant(s)
Q. Are the following terms interchangeable and/or have the same meaning: Primary Assistant, Travel Arranger, Travel Planner, Travel Coordinator, and Travel Assistant?
A. No
Q. How many primary assistants can I have?
A. You can have one primary assistant and unlimited assistants.
Q. What is the difference between “can book travel for me” and “is my primary assistant”?
A. If you want the assistant to just book travel for you, select “can book travel for me.” If you want to allow the assistant to view, make changes to, and modify your profile, select “is my primary assistant.” If you want the assistant to be able to do both, select both options.
Q. Can one travel arranger set-up travel for all travelers?
A. Yes.
