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Add Members to Company Account

Invite colleagues to your Uku company account so they can collaborate on tasks, share client information, and manage workflows together.

Written by Rain
Updated this week

Add Members to Company Account

TL;DR: Owners and Administrators can invite colleagues to a Company account by navigating to Members and clicking + ADD MEMBER. New members can be added as Active (immediate access, paid seat) or Limited (no access until activated, free seat).

Who can do this

  • You must have Owner or Administrator permissions.

  • You must be using a Company account. Personal accounts cannot invite members.

How to add a member

  1. Select Members from the main menu.

  2. Click + ADD MEMBER.

  3. Enter the Email, First name, and Last name of the colleague.

  4. 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.

  5. Check Administrator if you want the user to have full management rights.

  6. Click ADD.

Members must be added individually. Bulk CSV upload is not currently supported.

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. Also ask the recipient to check their spam or junk folder.

I cannot see the + ADD MEMBER button

Confirm you are logged into a Company account and not a Personal one. If you are in a Company account, verify with the account Owner that you have Administrator rights.

How do I activate a Limited member?

Locate the user in the Members list (marked as Limited) and click Send invite. This converts them to an Active, paid member.

Need to remove a user?

You can deactivate a member at any time from the Members list to revoke their access.

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