Be sure that your employees have access to the right clients. When adding a new customer select member's role in Uku.
Member roles in Uku
All new employees are added to Uku with "User" role. When an invitation to a new member has been sent out, it can be changed to be as "Admin" under "Members" section.
Owner - has created the company's account.
can delete clients and company's account
can invite new members
can choose the role of your members
can deactivate members
can amend the size of the company
can activate time estimation and checklist completion to be mandatory
can add new templates
can delete and change tracked time for other members
Admin - sees all of the company’s clients.
cannot delete clients or the company's account
can invite new users
can choose the role of your members
can deactivate members
can amend the size of the company
can activate time estimation and checklist completion to be mandatory
can add new templates
can delete and change tracked time for other members
User - only sees clients assigned to them.
cannot add new users
can deactivate clients
can add new clients
cannot add new templates
cannot delete or change time tracked by other members
Inactive - user who has been deactivated.
cannot access company's account
history of member's work remains under reports
Member rights under the client
In addition to company-based rights, you can assign rights to a regular member on a client basis. Under the client, you can choose whether the member is:
Admin - all activities related to the client are allowed.
Member - not allowed to change the customer's plan or information or change/delete notes.
A member with administrator rights cannot have their privileges reduced under the client