Creating and managing a program

A program is how you set up and manage Uber for Business services for your organization. It lets you control who can use a service, when they can use it, and what limits apply. You can create programs like:

  • Travel program
  • Meals program

Please note that Central, Vouchers, and Health are not currently supported on the updated dashboard. If your organization requires these, please create a new copy organization by selecting the program you want to use (Vouchers/Central/Health). You’ll be guided through the setup process. For any questions or troubleshooting, contact business support via live chat on your Uber for Business dashboard.

Choosing a program during the onboarding process

During the onboarding process, you’ll be prompted with a recommended program, you can select the suggested program or choose to take a survey from the top right of the screen to further decide which program or service suits best for your organization.

Once the type of program is selected, you can optionally add rules/restrictions that you want to apply for the program you are creating (such as spending limit, time, and locations allowed).

Note: You can always create or edit programs later, after completing account setup.

Creating a new program after the onboarding process

To create a new program:

  1. Sign in to business.uber.com.
  2. Select All programs from the left menu.
  3. Select Create new, or select Copy from existing to use the same settings as an existing program.
  4. Select the program that fits your needs. For more details, see Guide to choosing the right program.
  5. Enter a program name.
  6. (Optional) Add a program description, such as “Monthly employee perks”
  7. (Optional) Assign a Program Manager.
  8. Set program rules
  9. [Optional] Add People
    • Select +Add
    • On the pop-up screen to the right, check the boxes adjacent to the names of the people you want to add to the program
    • Select Next
  10. To automatically add new people, turn on the Auto enroll new people to this program option.
  11. Select Create program

Setting a program to default

Uber for Business Admin can create one or more programs on the business account, however, you can set only one preferred program as a default to the organization that all the new employees added to the org will get applied to (If not manually assigned to a different program). All the rules set to the default program will apply to the new employees that would be added to the business account.

To set an existing program as default, go to the desired program and select Enable the program as default.

If creating a new program, turn on the Auto enroll new people to this program option to make it the default.

When adding a new person, the Admin can manually deselect the default program if needed.

See Editing or deleting a program for more details on managing programs.

FAQs

Who can create a program?

Both the Primary Admin and the General Admin can create one or more programs on the business account. Note, only the Primary Admin can manage Admin, such as adding, editing, or deleting.

Who can edit/update program restrictions?

Primary Admin, General Admin and Program Manager can update program details or restrictions by finding the program and selecting Edit.

Can there be more than one default program?

There is only one default program at a time.

Can there only be one Program Manager for a program?

Yes, there can only be one Program Manager.

Which program rules will apply if an employee is added to more than one program?

Employees will see the list of programs when requesting a trip if they’re added to more than one program. The restrictions and rules of the selected program will apply to their ride.

What happens if there are no rules or restrictions on a program?

If no rules or restrictions are added, members of that program can use the service based on the organization’s general account setup and the program configuration in place.

Can a user be added to multiple programs? Yes, users can be assigned to more than one program, depending on how your organization wants to manage different use cases.

Will changes to a program impact users who are already assigned to it?

Yes, when a program is updated, the latest settings and restrictions will apply to the users currently assigned to that program.

Can a program be used for a specific team, location, or purpose?

Yes, programs can be set up to support specific business needs, such as employee travel, team meals, health-related transportation, or centrally managed rides.

Can employees choose between programs themselves?

Employees can only choose from the programs they’ve been assigned to by their organization.

What should I do if I’m not sure which program to set up first?

Start with the recommended option during onboarding, or use the survey to identify the best fit for your organization’s needs. You can always create additional programs later.

What happens if a Program Manager is not assigned?

The program can still be created and managed by Admin without a Program Manager. Assigning a Program Manager is optional.

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