Preparation
Before you can target Concur services, you must:
Set up a target system administrator.
Create at least one template account.
Ensure that the psadmin account on the Bravura Security Fabric server can access the Concur Expense and Invoice site via https.
Setting up a target system administrator
Bravura Security Fabric uses a designated account on Concur services to perform operations. Register with Concur to get an account with appropriate permissions.
Creating a template account
Bravura Security Fabric uses template accounts as models or "blueprints" for creating new accounts in Concur services. The following example illustrates how you can create a template account in Concur:
As an administrator, use a browser to login to Concur, for example at concursolutions.com.
In the upper right corner, click Administration.
Click Users.
Click Create/Edit User.
Fill in the required fields:
Login (email address)
Password
First name
Last name
Country of residence
Employee Administration country
Expenses policy group
Reimbursement method
Click Save.
Ensuring psadmin access
Ensure that the Bravura Security Fabric psadmin account can access Concur software via https:
As psadmin, logon to the Bravura Security Fabric server.
Use a browser to access Concur software via https (for example; https://www.concursolutions.com/ ) and add the site as a trusted site.