Additional apps and features
Capacity Planning, Proposals, Mini Uku (Chrome extension), Chat, Workforce Management, and Budgeting — what each does, which plan is required, and how to enable them.
Settings
Members, permissions, plan management, security, and the email app. For accounting connectors, document storage, and the public API, see Integrations.
All articles
Section titled “All articles”Bulk actions and exports on the Members page
Select multiple members to run a combined report, or process multiple vacation requests at once. Export member and vacation data to CSV from the action menu.
Bulk-assign or reassign clients across team members
From the client list, assign one team member to many clients at once, remove them from many clients, or replace one member with another — all 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.
Email app settings and configuration
Configure sending addresses, email signatures, templates, and incoming reply handling in Settings & Apps > Emails.
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
Member groups (also called teams) organise members for filtering tasks, running reports, granting team-level rights, and assigning a team lead. Create and manage them on the Members page.
Member profile tabs and what each one does
A reference for every tab on a member profile — Profile, Info, Notes, Agreements, Vacations, Performance, Notifications, Notification Policies, Rights — and who can see or edit each one.
Roles and permissions guide
The two-axis permission system: company role (Owner/Admin/Member) and client permission (Client Admin/Client Member). How they interact, what each unlocks, and how to change them.
Security and login methods
Control how your team signs in to Uku — enable or disable Email/Password, Google, Microsoft Azure AD, and Xero login from Settings & Apps > Company > Security.
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 current plan, change subscription tiers, adjust member counts, apply voucher codes, and manage payment methods from Settings & Apps > Subscription.