Using the Uber Direct Dashboard

Viewing deliveries, managing billing and controlling user access in your Uber Direct Dashboard

Shortcuts

Access the Dashboard

Manage Deliveries

Manage Billing

Manage Users

Access the Dashboard

• Go to ➜ direct.uber.com
• Sign-in with the credentials you used during onboarding

Manage deliveries

All delivery info will be shown in your Bopple Orders Manager, however, you can also access some additional details in the Uber Direct Dashboard. 

View delivery details

1. Navigate to the Home tab
2. Use the search and filter options available to locate an order
3. Click an order to view more details

Get support for a delivery

1. Navigate to the Home tab
2. Use the search and filter options available to locate an order
3. Click an order to view more details
4. Click Request support
5. You will be prompted to send an email to Uber Direct support

Create a delivery

Manage billing

When using Uber Direct, you pay Uber directly for all delivery fees. You can view and manage your billing details in the Uber Direct Dashboard. Only Admins can manage billing. 

Add payment methods

Only admins can add/manage payment methods. 

1. Navigate to the Billing tab
2. Select the desired organisation in the top right corner
3. Click + Add card
4. Add credit card or debit card details
5. Click on Add Card to add your payment method.
6. The new card should appear under Payment method

Delete payment methods

Only admins can add/manage payment methods. You can only delete payment method if you have two or more saved. Your account requires a payment method ad all times. 

1. Navigate to the Billing tab
2. Select the desired organisation in the top right corner
3. Click on the three vertical dots to the right of the payment method you would like to delete. Click Delete
4. The "Delete Payment Method?" pop up will appear. Click Delete
5. The payment method should no longer appear

Set default payment method

1. Navigate to the Billing tab
2. Click on the three vertical dots to the right of the payment method you would like to set as default. Click Set as Default
3. The “Set as Default” pop up will appear. Click Confirm
4. Your payment method of choice should now be the default payment method.

View billing info

1. Navigate to the Billing tab

2. The billing information available includes:

   • Billing frequency - how often you are billed
   • Statements - where you can manage statement recipients, download invoices and billing details reports
   • Past payments - where you can view your payment history
   • Payment method - where you can manage payment details

Manage users

You can add additional users to your organisation in Uber Direct if needed. Only Admins can manage users. 

Inviting users 

Only admins can invite users. 

1. Navigate to the Users tab
2. Select the desired organisation in the top right corner
3. Click + Invite
4. The "Add a user" box will appear. Please enter the first name, last name, email address, and choose the role of the user (Employee or Admin). Phone number is optional and we do not recommend entering one
5. Click Save to add the new user
6. The new user will appear with a “Pending” indication beside their name

Accepting invites

1. Go to your inbox and find the email invite from Uber
2. Click Join
3. Enter the email address that the invitation was sent to and click Continue
4. A prompt will appear asking you to enter a 4-digit code. Check your inbox for an email with the 4-digit code. If the email doesn’t appear in your inbox, check your junk folder.
5. Enter the 4-digit code and click Next
6. And once you have completed the sign in process, you will have access to your Uber Direct account

Editing users

1. Navigate to the Users tab
2. Select the desired organisation in the top right corner
3. Click the three vertical dots on the far right beside the user you want to edit.
4. Click Edit
5. An “Edit user” box will appear. Make any changes to the user including, first name, last name, and user type (Employee or Admin). Please note, email address is unchangeable. To change an email address of an existing user you will need to create a new user.

Deleting users

1. Navigate to the Users tab
2. Select the desired organisation in the top right corner
3. Click Delete
4. A “Delete user” box will appear. Click Delete
5. The user will no longer exist. The user will not appear in the “Users” tab and will no longer have access to your account.