Adding, removing and updating people on your business account
You can manage employees and coordinators on the business account from the People tab of your dashboard. You can also manage people on your account in bulk through CSV upload…
Adding and removing trip reviewers
…From your dashboard , select People on the left Select an employee Add the reviewer’s email in the Reviewer (Optional) field in the panel on the right Click Save You…
How to automate adding and deleting people
You can work with your IT team at your company to set up SFTP data automation for your Uber for Business account. SFTP, or Secure File Transfer Protocol,…
Adding and removing coordinators on your business account
…“Ride Coordinators”, for example) for people who need to access Uber Central or Uber Vouchers. You can then give this group access to Uber Central or Uber Vouchers: Go to…
I had an issue adding my credit card to my Uber for Business account
…bank’s country must be selected from the dropdown A zip or postal code is required in the US and Canada Ensure you’re adding a valid credit card. Debit cards, virtual…
How to add or remove an admin
…From People , select Add people Choose a group you’ve already made or create a new group Enter the person’s first and last name and email Click the dropdown beneath…
How do I export a list of all people associated with my account?
To export to CSV spreadsheet of your entire user list: From the People tab, click Export You will receive an email with the CSV roster as an attachment You can…
How to update employee information in bulk
You can add, remove or edit all of the people in your account (including admins and coordinators) in one step by importing an updated CSV file. To add or remove…
Creating, deleting and editing groups
For help with managing groups for your business account, see the sections below. To create a new group: Go to the People tab and click Groups in the upper right…
Adding, editing and deleting business account payment methods
For help with managing payment methods for your business account, see the sections below. If you have monthly billing enabled , you’ll need to email business-support@uber.com or support@health.uber.com…
Program vs. group
…a way to organize people who use Uber in similar ways at your organization. The same programs will apply to everyone in a group. For example, you could create a…
What is a group?
teams in another. The name of a group will only be seen by administrators, not by the people in a group. NOTE: If you need a way to organize people…
What information is in the email invite my employees receive?
Important: Before you add people to your account, it is best practice to inform them of your new Uber for Business account ahead of time. When you add people to…
How to manage who receives monthly statements
You can have monthly statements automatically sent to different teams or people (maximum of 50 people) to keep track of aggregate monthly account spend. To add monthly statement recipients: From…
Where to see everyone on the company account
The People section of your dashboard will show everyone connected to your Uber for Business account. You can use the dropdown in the upper left of People to view different…
What is a coordinator?
…using the Uber Health or Uber Central dashboard. They can also create vouchers from the Uber Vouchers dashboard . For instructions on adding and removing coordinators, visit our help page….
Business account privacy and security
…that information. How Uber receives data We receive employee names and email addresses when you: Add employees from the admin dashboard, either manually or through a CSV upload Automate adding…
How to connect your expense management system
…automatically upload to your expense management system after each ride. If you have any issues adding your expense management account to Uber for Business, please contact your expense management company….
How does Uber Eats for Business work?
…. Note: Currently, individuals can only order and charge meals to the company’s Uber for Business account on the Uber Eats app. We’re working on adding this functionality to ubereats.com….
Creating a program
…build your own For employee travel and meal programs, set the rules you want people to follow when using this program Click Next to save your program. Your program will…