Ubeya Admin Types
1. Account Manager
Account Managers oversee the entire account and can manage both account-wide and branch-specific settings. Their privileges allow them to:
Change account-wide settings.
Set branch-specific settings.
View all branches, events, and employees in the system.
2. Branch Manager
Branch Managers manage specific branches assigned to them. Their permissions are limited to the scope of their branch and include:
Viewing and managing only their assigned branch.
Adding new employees to their branch (without viewing the "branches" field in employee profiles).
Viewing only events and employees assigned to their branch.
Unable to edit account-wide settings.
The following table outlines the permissions and privileges associated with each admin type in the Ubeya platform. It highlights the scope of actions available to Account Managers and Branch Managers, providing clarity on their respective roles and capabilities.
Privilege | Definition | Account Manager | Branch Manger |
View employees | Allows an admin to view all data on employee profiles | Yes, Always active | Yes, Always active |
Edit employee profile | Allows an admin to edit employee profiles and deactivate an employee's profile | Yes | Yes |
Permission to delete employees | Allows an admin to move an employee profile to the deleted tab and remove them from the roster. | Yes | Yes |
Permission to add and create employees | Allows admins to create new employee profiles | Yes | Yes |
View Scheduling | View account's scheduling module without actions | Yes | Yes |
Perform scheduling actions | Allows an admin to edit events and schedule employees - full actions on available branches | Yes | Yes |
View timesheets | Allows admins to view and edit employees' timesheets | Yes | Yes |
Approve timesheets | Allows admins to approve and lock timesheets, an approval that is required in order to process payrolls. | Yes | Yes |
View communication | Access feed option and capable to post communication to all branches | Yes | Yes |
View reports | Allows admins to view and export predefined reports under the reports module | Yes | Yes |
View CRM | Capable to create new clients, edit and see client information | Yes | Yes |
Client billing | Allow admins to view the "Financials" tab on the client profile | Yes | Yes |
View suppliers | Allow admins to view the list of external suppliers and the financials with each supplier | Yes | Yes |
View payroll | Allow admins to view and edit the payroll module, where they can see and amend the employees' payments and timesheets | Yes | Yes |
Allow to unlock payroll | Allow admins to unlock timesheets as well as open a timesheet for pay queries | Yes | Yes |
Export and process payroll | Allow admins to export payroll information from the system as well as process payroll (where applicable) | Yes | Yes |
Permission to see and create invoices | Allow admins to utilize, create and delete invoices on Xero (where applicable) | Yes | Yes |
Allow to amend employee and shift pay rates | Allow admins to edit pay rates per position, employee and shifts | Yes | Yes |
View workflows | Allow admins to create, publish and edit workflows and forms published to employees. | Yes | Yes |
View compliance | Allow admins to view the Compliance dashboard where they can control the employee's compliance files per position | Yes | Yes |
Owner (Edit permissions and system settings) | This is the highest admin permission - Account admins with this permission will have the option to edit other admin's privileges, edit account settings, permanently delete employee profiles & export a full employee lists from | Yes | Yes |
Billing | Allows admins to see the Ubeya's account billing - admins with this permission will also get notified if there are any payment issues with the Ubeya account. | Yes | Yes |