Adding a client in Ubeya helps you streamline your staffing operations and maintain clear, organized client relationships. This feature helps expand your staffing capabilities by connecting with trusted partners. Follow this guide to add a new client to your account!
Adding a Client with an Existing Ubeya Account:
If you wish to add a client with an existing Ubeya account, please contact the Ubeya Team via our Support Chat. We’ll assist with linking the client to your account and ensuring you’re connected as a supplier to their account.
Adding a Client and Creating a New Ubeya Account:
Navigate to the Clients module and click + Add Client in the top-right corner.
Settings Manager (First Tab):
Enter the client company’s details: name, address, phone number, and any additional notes.
Set the client's permissions and privileges within your account.
Contacts (Second Tab):
Add relevant contacts for this client.
Contacts added here will become admins on the client account.
Click Invite to ensure they receive an email to activate their new account.
Once you are linked to a client you are able to configure additional settings and set client-specific preferences like shared positions and their pay rates, shared locations or cost centers and much more!
The client will now appear in your list, ready for orders, shifts and more!
For any further questions or assistance, feel free to reach out to our support team!