Adding Accounts To Practice Management Software Tutorial
Keywords: Invite user, Add employee, Team access, Colleague, Permissions
Before you start:
You must have Owner or Administrator permissions to see the add button.
You must be using a Company account; Personal accounts cannot invite members.
Select Members from the main menu.
Click + ADD MEMBER.
Note: Members must be added individually. Bulk CSV upload is not currently supported.
Enter the Email, First name, and Last name of the colleague.
Select the Member Status:
Active: The user receives an email invite immediately (Paid seat).
Limited: The user is added to the system but has no access until activated (Free seat). This is useful for setting up clients and tasks before a user joins or replaces another employee.
Check Administrator if you want the user to have full management rights.
Click ADD.
Note: If the person already has an existing Uku account, they will not create a new one - they will simply be linked to your company team via the email notification.
Troubleshooting
The invite email did not arrive
Go to the Members list. Locate the user and click Resend invite to generate a new notification.
I cannot see the "+ Add Member" button
Ensure you are logged into a Company account and not a Personal one. If you are in a Company account, confirm with the account Owner that you have Administrator rights.
How do I activate a "Limited" member?
Locate the user in the member list (marked as Limited) and click Send invite. This will convert them to an Active, paid member.
Need to remove a user? You can deactivate a member at any time to revoke their access.