Adding Accounts To Practice Management Software Tutorial
Uku can successfully be used alone but if you need to share tasks and information with your coworkers, invite them to Uku as well.
You need a company account to invite other members to join your Uku company account; you are not able to invite members to join your personal account. You can invite your team to Uku while creating an account or, if you wish, later.
To add and manage employees, select "Members" from the main menu. To add members, click on "+ Add Member". To manage them, click on the pencil icon next to the member you want to manage.
The button is visible only to the ones who have the right to add members, to the owner and the admin. Enter the email address, first name, and last name of the person you wish to join in your company Uku account.
Click “Add“ and the person will receive an invitation email where they are asked to join the team.
If the member already has an account in Uku, there is no need to create a new one. They can join the team by receiving an email notification.
After sending the invitations, you can see under the “Members” tab to which email address the invitation has been sent, and in case needed, you can resend it by clicking “Resend invite”:
All members are added to the company account as regular members. The owner of the account and the admin users have the right to change the role to be as “Admin”.
Limited member
Before inviting your colleagues to join the Uku you can fully set up in the system.
Limited members do not have access to Uku until they have been invited. You don't need to pay for this seat, and it is a big help when one accountant is leaving and the next one is taking over.
You can assign clients and tasks to limited members and set up their flextime agreements and vacations.
In the member list, it will appear with the status: Limited.
Once everything is good and ready, simply send the invite by clicking the "Send invite" button, and they will become fully active members of your company in Uku.
Learn more about different member roles.