Settings

Additional apps and features

Mini Uku, Workforce Management, and Budgeting — what each does, which plan it needs, and how to enable.

Bulk actions and exports on the Members page

Select multiple members to run a combined report or process vacations in bulk. Export member and vacation data to CSV from the action menu.

Bulk-assign or reassign clients across team members

Assign a member to many clients, remove from many, or swap one member for another — all from the client list in a single bulk action.

Company settings guide

Configure task permissions, client management rules, calendar visibility, and time entry locking from Settings & Apps > Company > Settings.

Delete your account

Permanently delete your Uku account and data — including the prerequisite of deleting any companies you own first.

Email app settings and configuration

Configure sending addresses, email signatures, templates, and incoming reply handling in Settings & Apps > Emails.

Expired subscription

What stops working when your Uku subscription expires (you can't start tasks, etc.) and how to renew to restore access.

Mailbox — email outbox and delivery log

The Mailbox is a central log of every email Uku has sent — view delivery status, identify failures, and resend failed emails in bulk.

Manage members

Add, invite, organize into groups, and deactivate team members. Manage member roles, statuses, and export member data from the Members page.

Member groups

Organise members into groups for task filtering, reports, team-level rights, and team leads. Create and manage groups on the Members page.

Member profile tabs and what each one does

What each member profile tab does — Profile to Rights — and who can view or edit it. A Company Member sees only their own profile.

Roles and permissions guide

Two permission axes: company role (Owner/Admin/Member) and client permission (Client Admin/Member). What each unlocks and how to change it.

Security and login methods

Enable or disable Email/Password, Google, Microsoft Azure AD, and Xero login from Settings & Apps > Company > Security. Company Owner only.

Settings & Apps overview

The Settings & Apps page is your central hub to configure your Uku account, enable feature apps, and connect accounting integrations.

Subscription and plan management

View your plan, switch tiers, adjust member counts, apply voucher codes, and manage payment methods from Settings & Apps > Subscription.