Overview
Admins in Ubeya help you manage operations, control access, and delegate responsibilities across your account. In this article, you’ll learn how to create and manage admins, as well as how to assign roles and permissions to fit your organization’s needs.
In the Admin Management menu, you’ll find two tabs:
Admins – where you can create and manage admin profiles in your account
Roles – where you can create permission sets
In the sections below, we’ll walk through each tab and outline what each one is designed to help you manage.
The Admins Section
Here you can view all admins on your account, along with their roles, permissions, and admin details. The list can be exported and the table can be customized. From this page, you can also create a new admin profile as needed.
How To Create A New Admin Profile?
Go to "Settings"
Open the "Admin Management" tab
Click 'Add an admin"
Fill in the required details:
First name
Last name
Email
Role - Choose between custom privileges or a predefined role template (see the "Roles" section below for more details)
Admin type:
Account Manager – can view all employees in the account and manage events across all branches
Branch Manager – has similar abilities, but administrative control is limited to assigned branches only
How Can We Update the Admin Details?
After an admin is created, their full name and email address can no longer be edited.
This helps maintain one consistent profile for that person across the Ubeya platform.
If you do need to modify the admin details, you can select one of the two option:
1. Remove the admin profile and create a new one with a different email address.
2. Contact the Ubeya Support Team.
The Roles Section
In the Roles tab, you can create reusable role templates and apply them across admins for a more consistent and secure setup.
To access this section:
Go to Settings
Open Admin Management
Navigate to the Roles tab
Please note: Only Account Owners with the "Owner" privileges can access this page and manage admin roles.
Create And Manage Role Templates
As an owner, you are allow to create, edit and assign reusable permission sets.
To create a new role template, follow these steps:
Click the "Add New Role" button on the top right side
In the role creation window, enter:
Role Name
Admin Type (Account or Branch)
Privileges (select permissions using checkboxes)
Click "Create" to save.
Once created, the role will appear in the roles table. From here, you can edit, duplicate, or delete any role as needed and assign them to any existing or new admin.
Please note: Once you change a role template, it will affect all admins that are associated with this role.
If you need to modify the privileges of a single admin, follow these steps:
Access the admin’s profile or click the three-dot menu and select "Edit"
Change the Role to "Custom"
Adjust the permissions as needed
Want to learn more about admin privileges? Read here