Set Up Your Travel and Expense System Profile

When you log in to the travel and expense system (Concur) for the first time, you must complete and update your profile.

How to Set Up Your Travel and Expense System Profile

1. Go to Your Profile

  • Log in to Concur.
  • At the top of the home page, click Profile, then click Profile Settings (Figure 1).
  • Click Personal Information to edit your profile.
Concur screenshot showing how to access your profile.

Figure 1

2. Complete and Update Your Profile

  • Review your personal information for accuracy and make corrections as needed. Some sections are required while others are optional.
  • Complete the following information in your profile and click Save after each section.


  • Your First and Last Name are pre-populated from your UB Human Resources (HR) record.
  • It is required you add your Middle Name, or check the box No Middle Name.
  • If any part of your name is incorrect, email

Company InformationPre-Populated

Work AddressOptional

  • It is optional to enter your work address.

Home AddressRequired

  • Although the fields are not required, be sure to verify your home address and update as needed.

Contact InformationRequired

  • It is requried to enter your Work Phone and Home Phone numbers.
  • If you do not have a home phone, enter your cell phone number instead.
  • Register Mobile DevicesRecommended
    It is recommended to register your mobile devices to receive text message alerts about flight delays, cancellations and potential risks in your travel area. To register a mobile device:
    • Click Add a new device.
    • Enter a Device Name and select the Device Type.
    • Choose the correct country code from the dropdown and enter your Mobile Phone Number.
    • Click the checkboxes Primary Mobile Phone and I agree.
    • Click OK, then click Save.

Email Addresses — Required

  • Your email address is pre-populated in your profile. Although it is not marked as required, you must verify your email address so you can:
  • Click Verify to verify your email address (Figure 2):
Click Verify to verify your email address.

Figure 2

  • A code will be sent to your email address. It may take several minutes to arrive in your inbox.
  • When you receive the email, copy the code.
  • Return to your profile. Paste the code into the Enter Code box, then click OK.

Emergency Contact — Optional

  • It is optional to enter your emergency contact's information.
  • If their address is different from yours, uncheck the box Address same as employee.

Travel Preferences — Recommended

  • If you are a frequent traveler, it is recommended to enter your air, hotel and car rental preferences.
    • However, entering travel preferences may limit your results when you search for travel reservations inTrip Search.
  • If you participate in Frequent-Traveler or Advantage Programs, click Add a Program.
  • TSA Secure Flight  Required
    • It is required to enter your Gender and Date of Birth even if you do not plan on traveling.
    • Enter your TSA pre-check number if you have one.
  • International Travel: Passport and Visas  Recommended
    • If you are a frequent traveler, it is recommended to enter your international travel information.

Assistants and Travel Arrangers — Optional

  • This is optional. Click Add an assistant to add assistants and travel arrangers who will be given access to perform travel functions on your behalf.

Credit Cards — Optional

  • This is optional. Click Add a Credit Card  to add a credit to your profile that you can use to purchase travel reservations.