The Groups panel shown in the left sidebar of the Kibu Documentation section.
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
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
The Groups settings screen showing active groups and configuration options.
Creating Groups
1
Navigate to Settings
2
Click the Groups tab
3
Click the "+ Create Group" button on the table where your active groups appear
4
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
- Service record requirements
- Attendance & time tracking options
- Note templates
- Staffing options
- Notifications
- Danger Zone (Importing settings from other group, deleting the group)
Different services often have different compliance requirements. Customize each group’s settings to match specific program needs.
Best Practices
Organization
Organization
- Use clear, consistent naming conventions
- Assign unique emojis for visual distinction
- Structure groups by service type
Configuration
Configuration
- Align settings with program requirements
- Standardize similar service types
- Review settings periodically
- Update as compliance needs change