Groups Overview
Groups are the foundation of organizational management in Kibu, allowing you to structure your services, manage access, and maintain compliance across different programs.
What are Groups?
Groups in Kibu represent your organization’s different locations or services, appearing in the left sidebar of the documentation page. They are essential for organizing:
- Service locations
- Program types
- Staff assignments
- Member placements
- Documentation requirements
Common Group Types
Organizations typically create groups for services such as:
- Day Habilitation
- Employment Services
- Respite Care
- Residential Programs
- Community Integration
- Vocational Training
Make each group’s emoji unique for easy visual identification and organization! 🏠 🏢 🎓 🏥
Access Control
Staff Access
- Staff can only access groups they’re assigned to
- Access is controlled by administrators
- Staff cannot view or edit records outside their groups
- Multiple group assignments are possible for staff working across services
Member Assignment
- Members can belong to multiple groups
- Reflects participation in different services
- Enables comprehensive service tracking
- Maintains privacy across programs
Administrative Control
- Admins have full visibility across all groups
- Can manage group settings and configurations
- Control staff assignments and access
- Oversee all documentation and records
Group Management
Creating Groups
- Navigate to Settings
- Click the Groups tab in the bar along the top
- Click the ”+” button on the table where your active groups appear
- Set group name and press create groups
You will automatically be taken to the settings page for the newly created group, you can learn how to best configure your groups settings here: Group Settings.
Group Configuration
Each group can be configured with unique settings based on service requirements. See our detailed Group Settings guide for:
- Service record requirements
- Documentation templates
- Time tracking options
- Compliance configurations
Different services often have different compliance requirements. Customize each group’s settings to match specific program needs.
Best Practices
Organization
- Use clear, consistent naming conventions
- Assign unique emojis for visual distinction
- Structure groups by service type
Configuration
- Align settings with program requirements
- Standardize similar service types
- Review settings periodically
- Update as compliance needs change
Support
Need help setting up or managing your groups?
- Contact support@kibuhq.com
- Review Group Settings documentation
- Consult compliance guidelines
Proper group structure is fundamental to efficient organization management. Take time to plan and configure your groups thoughtfully.