How to setup a new Corporate

This article will help describe how to setup a new Corporate within your UbiPark portal. It will contain a series of steps that can be easily followed.

TABLE OF CONTENTS

• Step 1: Add/Remove/Transfer bays
• Step 2: Create a new Division
• Step 3: Create a New Booking
• Step 4: Create a new Permanent Rate
• Step 5: Create a new Permanent Rate Group
• Step 6: Create a new Rate Group
• Step 7: Create new Security Roles for the Corporate Admin
• Step 8: Setup a new Admin for this Corporate

Step 1: Add/Remove/Transfer bays

• If another Corporate is leaving or losing bays go to Management > Division > Edit the Division > Bays tab

You are able to use this menu to cancel bays automatically in the future or delete them right away (This will only remove it from the Corporate, it will not delete the bay data from the system

Once this date passes, this bay will be automatically accessible to be reassigned to another Corporate

• You can also use this same menu to add unassigned bays to this Corporate

If this is a new Corporate you will need to use the Add new record located at the top to first create a record to add bays to

To add more bays that can be selected in the drop-down above you can do so by going to Management > Car Parks (Parking Lot) > Edit the Car Park (Parking Lot) and go to Bays

Click on Add new record to add more bays to this Car Park

Once this has been added, this will now be accessible in the Drop-list on the Division list. Please see previous step

Step 2: Create a new Division

• If the Corporate as yet to be created go to Management > Division > Add new record

To add Bays to this Corporate please see step one. Note: At least 1 bay MUST be added to a Corporate even if the Corporate does not have specifically assigned bays

Step 3: Create a New Booking Group

• Please see this article in more detail

Step 4: Create a new Permanent Rate

• Permanent Rates are for creating parking products that provides access to a parking location without the need to book ahead.

Please see these articles here:
How to setup a Permanent Access Product

Step 5: Create a new Permanent Rate Group

• A Permanent Rate Group groups Permanent Rates together so end users are able to pick from a list of parking locations and applicable parking products
• Permanent Rate Groups also allow for a more seamless onboarding experience for users.

See more information here:
What are Permanent Rate Groups?

Step 6: Create new Security Roles for the Corporate Admin

• Explain the actions under this step

Step 7: Setup a new Admin for this Corporate

• To setup a new admin for this Corporate group you can invite them to the system in the Admin > Users > Add User
• Fill out the details as seen here:

• Click Save
• Once the details have been saved the User will receive an Invitation email asking them to finish the sign up process and input a Password.
• Once the user has been go to the Security tab to add the appropriate permissions

See more details on applying a Security Role to a user here: