> ## Documentation Index
> Fetch the complete documentation index at: https://help.kibu.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

<Frame caption="The Groups panel shown in the left sidebar of the Kibu Documentation section.">
  <img src="https://mintcdn.com/kibu/hbYODml4kXu0qb46/images/CleanShot-2026-07-10-at-13.52.14@2x.png?fit=max&auto=format&n=hbYODml4kXu0qb46&q=85&s=d7c4f8fc6244d62757be7f5a44c85ef4" alt="Clean Shot 2026 07 10 At 13 52 14@2x" width="3104" height="1734" data-path="images/CleanShot-2026-07-10-at-13.52.14@2x.png" />
</Frame>

## 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

<Tip>
  Make each group's emoji unique for easy visual identification and organization! 🏠 🏢 🎓 🏥
</Tip>

***

## Access Control

<Columns cols={3}>
  <Card title="Staff Access" icon="user-check">
    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.
  </Card>

  <Card title="Member Assignment" icon="users">
    Members can belong to multiple groups. Reflects participation in different services. Enables comprehensive service tracking. Maintains privacy across programs.
  </Card>

  <Card title="Administrative Control" icon="shield">
    Admins have full visibility across all groups. Can manage group settings and configurations. Control staff assignments and access. Oversee all documentation and records.
  </Card>
</Columns>

***

## Group Management

<Frame caption="The Groups settings screen showing active groups and configuration options.">
  <img src="https://mintcdn.com/kibu/hbYODml4kXu0qb46/images/CleanShot-2026-07-10-at-13.53.14@2x.png?fit=max&auto=format&n=hbYODml4kXu0qb46&q=85&s=84c6bd01eb244ddb9e58223e11cd2c5b" alt="Clean Shot 2026 07 10 At 13 53 14@2x" width="3104" height="1732" data-path="images/CleanShot-2026-07-10-at-13.53.14@2x.png" />
</Frame>

### Creating Groups

<Steps>
  <Step title="Navigate to Settings" />

  <Step title="Click the Groups tab" />

  <Step title="Click the &#x22;+ Create Group&#x22; button on the table where your active groups appear" />

  <Step title="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](/documentation/group-settings).
  </Step>
</Steps>

### Group Configuration

<Frame>
  <img src="https://mintcdn.com/kibu/hbYODml4kXu0qb46/images/CleanShot-2026-07-10-at-13.57.26@2x.png?fit=max&auto=format&n=hbYODml4kXu0qb46&q=85&s=6bd398c9f4873950e1cb0b7970f159e9" alt="Clean Shot 2026 07 10 At 13 57 26@2x" width="3104" height="1738" data-path="images/CleanShot-2026-07-10-at-13.57.26@2x.png" />
</Frame>

Each group can be configured with unique settings based on service requirements. See our detailed [Group Settings](/documentation/group-settings) guide for:

* Service record requirements
* Attendance & time tracking options
* Note templates
* Staffing options
* Notifications
* Danger Zone (Importing settings from other group, deleting the group)

<Note>
  Different services often have different compliance requirements. Customize each group's settings to match specific program needs.
</Note>

***

## Best Practices

<AccordionGroup>
  <Accordion title="Organization">
    * Use clear, consistent naming conventions
    * Assign unique emojis for visual distinction
    * Structure groups by service type
  </Accordion>

  <Accordion title="Configuration">
    * Align settings with program requirements
    * Standardize similar service types
    * Review settings periodically
    * Update as compliance needs change
  </Accordion>
</AccordionGroup>

***