Help Center

Updated on 18 September 2026

Create users and permission rules (Ubyquo administrator)

Assign the department to the profile and create users so that your customers can access their folders.

Assign a department to the user profile

Before adding new users, you need to set the department just once in the relevant profile:

Go to the "Inicio" (Home) tab and click the top-left icon. If it does not open, click here.

Create users and their rules (Ubyquo administrator)

Go to Perfiles de usuario (User profiles).


Find the Central eFactura profile and click the three dots on the right, then Editar (Edit).

Create users and their rules (Ubyquo administrator)


When editing the profile, select the appropriate department, which is usually the accounting software you use.

Create users and their rules (Ubyquo administrator)
Create users and their rules (Ubyquo administrator)

This way, the customers we create will be able to access their folders correctly, since their companies will be linked to the department.

Now let's create the users.

1

Create a New User

  • Go to the "Inicio" (Home) tab and click the top-left icon. If it does not open, click here.
Create users and their rules (Ubyquo administrator)
  • Select the "Usuarios" (Users) tab.
Create users and their rules (Ubyquo administrator)

Click "Nuevo usuario" (New user) and fill in the following fields:

Create users and their rules (Ubyquo administrator)
  • Nombre y Apellidos (First and last name) (required)
  • Email (required)
  • Teléfono (Phone) (optional)
Create users and their rules (Ubyquo administrator)

Assign a Perfil de usuario (User profile), which defines access to modules and departments.
In this case: Central eFactura

Create users and their rules (Ubyquo administrator)

The password is sent automatically by email.

2

Edit an Existing User

  • Click the user and select "Editar" (Edit) to change their details and add rules.
Create users and their rules (Ubyquo administrator)
Create users and their rules (Ubyquo administrator)
Create users and their rules (Ubyquo administrator)
  • Use "Regenerar acceso a carpetas" (Regenerate folder access) to update permissions.
3

Create Permission Rules (Allow)

Create users and their rules (Ubyquo administrator)
  • Click "Crear Regla" (Create Rule), Type: Permitir (Allow)
  • Give it a descriptive name.
Create users and their rules (Ubyquo administrator)
  • Define access with the following folder operators:
Create users and their rules (Ubyquo administrator)

"Todos" (All): full access
"Todos menos" (All except) / "Igual a" (Equal to): select specific folders with "Ver Carpetas" (View Folders) (use the button to search)

Create users and their rules (Ubyquo administrator)
Create users and their rules (Ubyquo administrator)


"Contiene / No contiene" (Contains / Does not contain): filters by folder name

Create users and their rules (Ubyquo administrator)
Create users and their rules (Ubyquo administrator)

Note: These rules do not allow bulk creation of companies; only the administrator can do that.

Check Incluir ejercicios (Include fiscal years) if you want the access to apply to future fiscal years as well.

4

Manage Rules

  • Editar Regla (Edit Rule): modifies an existing rule.
  • Borrar Regla (Delete Rule): removes a rule that is no longer needed.
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