Set Up Your Team
By Rain1 author13 articles
Add Members to Company AccountInvite colleagues to your Uku company account so they can collaborate on tasks, share client information, and manage workflows together.
Member profile in UkuLearn how to set up and customize your Uku member profile, including personal information, language preferences, time zone, regional formatting, and email notification settings.
Member Roles and Permissions in UkuUnderstand Uku's four company-wide roles (Owner, Admin, User, Inactive) and two client-level permissions (Admin, Member) to control who can access client data, manage invoices, invite members, and modify company settings.
How to create and use member groups?Organize employees into member groups by skill, location, or role. Assign tasks to groups for flexible teamwork, simplify employee transitions, and filter reports by team.
How to change the member(s) assigned to the client?Add, replace, or remove team members from clients in bulk. Control how changes affect existing tasks, planned tasks, and the primary user role.
What to do when an employee has left / How to deactivate a member?How to deactivate a member in Uku when an employee leaves or becomes temporarily inactive, including task reassignment and subscription adjustments.
How to reactivate an inactive member in UkuRestore access for a former or returning team member by sending a new invitation to their existing email address in Uku.
How to add or change the number of members?Increase or decrease the number of active members in your Uku subscription when employees join or leave your company. Understand how billing is affected by member changes.
How to create a company account?Learn three ways to create a company account in Uku: during sign-up, from Settings & Apps, or when inviting team members. Includes a free 14-day trial.
Company account settingsConfigure your firm's profile, subscription, security, working-hour agreements, budgeting, and task/client/calendar preferences at the company level.
How to define my regional settings?Configure your preferred date, time, number, and calendar formats in Uku by updating the regional format in your profile settings.
How to delete my Uku account?Step-by-step guide to permanently deleting your Uku account, including how to delete your company account first if you have one.
Actionable Audit LogUse Uku's Audit Log to track all actions in your account, filter by member or action type, review detailed change history, and restore deleted tasks. Available on the Elite Plan.