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Settings
Browse 9 short guides for settings.
Invite a Staff member
Invite a staff member to your firm and choose their Role and subscription Tier.
Update your profile
Keep the Staff details on your profile up to date.
Change your password or authenticator app
Reset your password or manage two-step verification for your account.
Update Firm details
Edit the Firm information used across Cheku.
Manage Staff roles, tiers and invitations
Update Staff access and manage outstanding invitations from one Team list.
Connect or disconnect an integration
Connect an available provider or remove a connection your Firm no longer uses.
Create and approve a Firm AI Skill
Turn your Firm's guidance into an approved AI Skill for the assistant.
Import Clients, Contacts and Engagements from CSV
Map and import Client, Contact and Engagement records from delimited files.
Manage your subscription and seats
Check billing setup, choose a plan and purchase seats for your Firm.