Members
Member Roles and Permissions in UkuUnderstanding member roles and permissions is essential for maintaining security and efficiency in your accounting firm. This guide explains how to control who can access client data, manage invoices, and…
Add Members to Company AccountInvite colleagues to your Uku company account to collaborate on tasks, share client information, and manage workflows.
How to create and use member groups?Share tasks easily between your employees using member groups.
How to change the member(s) assigned to the client?Add, replace, or remove the member from the client’s work schedule.
Member profile in UkuEach Uku user can set up and customize their profile to match their personal preferences for a better work experience.
What to do when an employee has left / How to deactivate a member?Changing an employee's status to inactive is necessary when the employee no longer works at the company or is temporarily inactive.
How to reactivate an inactive member in UkuIf a former team member returns to the company or comes back from maternity leave, how to reactivate their existing account and restore their access.