Manage members

• Company Owners — full control over all members, groups, and settings.
• Company Admins — can add, edit, and deactivate members, manage groups, and approve vacations. Cannot modify the Company Owner account.
• Company Members — can view the member list but can only open and edit their own profile.

Path: Members in the left navigation.

The Members page has three tabs:

• Members — all individual team members with name, email, role, status, and quick actions.
• Groups — member groups with name and member count.
• Vacations — vacation and absence requests (Company Admins and Company Owners only).

Use the filter bar to narrow the list by status, company (for multi-company accounts), or custom fields. Use Search to find a specific person. Click Properties to show or hide columns.

1. Click the Add member button in the top-right corner of the Members tab.
2. Choose a member status: Active (full access) or Limited (restricted access, free seat).
3. Enter the member’s email, first name, and last name.
4. Optionally set an External ID and assign them to one or more groups.
5. Check the Administrator box if the person should have Company Admin privileges.
6. Click Save to send an invitation.

The new member appears with an Invited status until they accept. Resend the invitation by clicking the mail icon in their row. Your current plan’s member limit is shown at the top of the list.

Status	Access	Seat count
Active	Full access	Paid seat
Invited (Pending)	Invitation sent, not yet accepted	Paid seat
Limited	Added to system, no login access	Free until activated
Inactive	No access	No charge

Groups let you organize members into teams or departments. They are useful for filtering tasks, assigning work, and running reports.

1. Switch to the Groups tab.
2. Click Add group.
3. Enter a group name and select which members belong to it.
4. Save the group.

You can also assign a member to groups from the Add/Edit member dialog by selecting groups in the Select groups dropdown.

Select multiple members using the checkboxes on the left. On the Members tab: select members and click View report to open a combined performance report. On the Vacations tab: select vacation requests and click Approve or Decline to process in bulk.

Click the action menu (top-right corner) to access:

• Export members — CSV with visible columns and applied filters.
• Export members with all fields — CSV including all member fields.
• Export vacations/absence — vacation data as CSV.
• Import vacations/absence — upload a CSV or Excel file to bulk-import vacation records.

Click a member’s name to open their profile. Available tabs depend on your company’s feature settings:

• Profile — personal information, email, name, avatar.
• Info — additional member fields (requires Workforce Management app).
• Notes — internal notes about the member (requires Workforce Management app).
• Agreements — work agreements and flextime settings (requires Flextime app).
• Vacations — vacation balances and history (requires Vacations feature).
• Performance — BI Analytics data for this member (requires BI Analytics, Company Admin or Company Owner only).

When a team member leaves or should no longer have access:

1. Open the member list and click the edit icon next to their name.
2. Change their status to Inactive.
3. Save the changes.

Deactivating a member preserves their historical data — time entries, task assignments, and reports all remain intact. The member loses access and no longer counts toward your active member limit. Inactive members are hidden from the default list; change the Status filter to find them.

Inactive members cannot be flipped back to Active — there is no toggle for this in Uku. To restore access for someone who was previously a member, add them again as a new member using the same email address. They receive a fresh invitation and complete sign-up as if joining for the first time.

The re-added member does not automatically regain access to their previous clients or task assignments. Re-assign clients and tasks manually from the relevant Client → Members tabs.

Most missing invitation emails are caused by spam filtering or sender-domain blocking on the recipient’s mail server.

1. Ask the recipient to check their spam or junk folder and any custom filter rules that might divert automated email.
2. If the recipient’s company runs an email server with quarantine or admin tools, ask them to check whether Uku messages were flagged or quarantined at the server level.
3. Have their email administrator add Uku’s sending domain to the company allowlist to bypass future filtering.
4. Once spam, filter, or allowlist settings have been adjusted, click the mail icon next to the member’s row on the Members tab to resend the invitation.
5. If invitations still do not arrive after these steps, contact Uku support — sustained server-level blocking may need investigation on our end.

Password reset emails travel through the same delivery path as invitations, so the same checks apply: spam folder, custom filter rules, server-level quarantine, and sender-domain allowlist. Also confirm that the email address on the member’s profile matches what they are entering on the password reset page — a single-character typo on either side prevents delivery.