Parent dashboards have a consolidated view of all associated child organizations and contains multiple tabs:
- Insights tab: Surfaces general data for the entire account (all child organizations) and is split between summary or people insights.
- Organization tab: Displays an overview of all child organizations linked to the parent dashboard and their information such as organization name, status, billing mode, country, and tax ID.
- Reports tab: Surfaces consolidated CSV reports for the entire account and CSVs for individual child organizations.
- Sustainability tab: Surfaces metrics to help organizations understand their sustainability impact.
Parent dashboards can’t be used to book rides or place orders. To access rides and order benefits, admins should be added as employees in the related child organization.
Once an admin is added to a parent dashboard, they can access all linked child organizations. To gain access to or remove an admin from the parent dashboard, reach out to your Account Manager.
SAP Concur integration
You can set up receipt forwarding and employee roster sync through SAP Concur integration for all your organizations through the Uber for Business parent dashboard:
- Sign in to business.uber.com and select the parent dashboard
- Select the profile icon on the top right of the screen
- Choose Settings
- Select Get started on the Concur widget
- Connect the Uber for Business application with your SAP Concur account
- Once connected, sign in to your Uber for Business parent dashboard to complete the setup
- Once signed in, you’ll be asked to select which features to enable for your SAP Concur integration on the parent dashboard
- If you enable employee roster sync, you’ll need to provide additional information around how you’ve categorized your organization
- Provide values for each of your organizations and complete the roster sync*
*Note that the values being configured for each organization should be unique and also the same values should be present in your Concur employee roster as well.
For detailed instructions on the Concur setup, please see the tech documentation.
SFTP integration
You can also set up employee roster automation through Secure File Transfer Protocol (SFTP) for all your organizations through your Uber for Business parent dashboard:
- Sign in to business.uber.com and select the parent dashboard
- Select the profile icon on the Integrations tab
- Choose Get started on the SFTP widget
- Create an SFTP account on Uber for Business for your parent dashboard by providing RSA public keys, email contacts, and IP addresses
- Select the category for how you’ve currently segregated your child organizations
- Provide values for each of your organizations*
- Select Done
*Note that the values being configured for each organization should be unique.
For detailed instructions on integration, please see the tech documentation.
Single sign-on
You can configure SSO as an authentication method for your child organizations through the parent dashboard:
- Sign in to business.uber.com
- Select the profile icon on the Integrations tab
- Select Manage SSO on the single sign-on widget
- Choose Select domain on the Set-up SSO screen to add and verify company domains
- Set up SSO metadata and enable SSO
- Manage SSO access
The parent dashboard admin can select whether:
- All or specific child organizations to be enabled for SSO
- All or specific people in administrative roles from child organizations to be enabled for SSO*
*Note: Individual people can only be selected from within each child organization.
For detailed instructions on the SSO set-up, refer to the tech document.