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ConcurGov Job Aids — Moving a User from One Organization to Another

045FATA: ConcurGov Job Aid – Moving a User from One Organization to Another

Purpose:To provide a step-by-step guide to moving a User from one Sub-Organization to another Sub-Organization (within the same Organization). This could be for traveling on behalf of another Organization or for a permanent change of employment.

Audience: Federal Agency Travel Administrators (FATAs)

Version: 2.10.19.2017

Instructions: After you login...

 

step1

Select Administration Tab

From the ConcurGov Home page, select the “Administration” tab.   From the drop-down arrow, select “Company” then “Company Admin.”

Step01
step2

Select User Administration

Select the “User Administration” link.

Step02
step3

Search for User

Enter the First Name, Last Name or Email of the User in the “Search Text” box.  Select the “Search” button.  Select the User from the list by clicking on their name. 

Note: You must have access to the Group in which your User is a member to search for their profile.

Step03
step4

Travel Settings

Select the “User Role Membership” by checking the box to the left of the role. Update the User’s “Rule Class” by selecting an option from the drop-down menu. Remove the User name from the “PAR/Level 2 STAR” box to overwrite an existing profile.

Step04
step5

Locate Organization

Identify the current Organization (Org) for the User.  As a Federal Agency Travel Administrator (FATA), you may move this User to any Sub Org within your Org to which you have access.  If you do not have access to the User’s new Org, contact your designated PSC Account Manager for assistance.

Step05
step6

Select New Organization

Select the new Org that you would like to assign to the User by clicking on the “x.”  From there, begin typing in the name of the new Org in the “Org” box.  Select the Org from the list. The Printed Org field will auto-populate based on the new Org selected. 

Step06a Step06b
step7

Update Routing List

Select the “Routing List” drop-down arrow and select a Routing List that is part of the new Org.

Step07
step8

Save Information

Scroll to the bottom of the page and select the “Save” button to complete.

Step08