What can I do in the Businesses tab?
Table of Contents
Our software can be individually adapted to suit your company's specific requirements. A key feature is the ability to create Businesses, which are perfect for companies that manage multiple brands, regions, countries, or subsidiaries.
Think of a Business account as a way to organize your company's structure within a single Uberall profile. This structure also allows you to assign different roles and access rights to users based on the specific business they are associated with.
Accessing Business Accounts
Please note, this section of the Uberall platform is only accessible to users with the following roles:
- Administrators
- Multi Business Managers
- Business Managers
The Businesses Tab
On the Businesses tab in the Location Hub, you will have an overview of all the businesses in your account. From here, you can take several actions:
| Action | Description |
|---|---|
| Add Business | Create a new Business and optionally a new user. This is for internal use only and is not publicly published. |
| Export | Download a list of all accounts as an .xls file, respecting filters like status, number of locations, or product plan. |
| Search | Find businesses by searching for their name or address. |
| Filter | Refine your view by Business Status (Active, Inactive), Number of Locations, or Product Plan. |
The Business Details Page
When you select a business, you'll be taken to the Business Details Page. This page provides a comprehensive breakdown of the business with various sections and available actions.
| Section | Description | Actions Available |
|---|---|---|
| Invoice Address & Contact Information | This is for internal use only and is not related to invoicing | View or edit the address and contact information |
| User Rights | An overview of the users and roles associated with the Business | Edit or delete users |
| Contract & Account Information | Provides key details about the Business, including the creation date, number of active locations, and product plan | View details |
| Locations (Active) | Displays the number of active locations for the business | Click the number to navigate to the Locations tab for more details. |
| Product Plan | Shows the current product plan | View scheduled changes |
| Change Plan | Switch to another available product plan. | Select a new plan |