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This guide will help you configure Kibu’s documentation system for your organization once you have created your account. Proper setup ensures your staff can efficiently record services, maintain compliance, and manage member documentation effectively. To get started head to settings.

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Documentation Platform Setup

1

Create Organization Group

1

Click Settings

2

Create Group

3

Name your group

It is important the name of your group accurately reflects the program your members are participating in.
4

Repeat this process for as many groups as your organization may have

If you need help with setup, you can invite your fellow administrators: Go to Settings, under the Users & Access tab you will see a blue button saying “Invite Admins”. They will have permissions to create groups and upload members. View the steps below for more detail.
2

Add Staff Members

Now that your groups are created its time to add your other admins and staff. From here, you will see a table where a roster of your staff members will live.
1

Click + Invite Admins

2

Input new staff first and last name as well as their email

3

Assign Role

It is important to assign appropriate permissions based on their role. You can review the permissions list under the Roles tab.
4

Add staff to their respective groups

For example: day habilitation, residence, etc.
Once you press “Invite” they will be added to their groups and receive an email to create a password, once this is complete they will be able to access Kibu.
Review our Staff Permissions & Roles guide, located under documentation, to understand which role best fits each staff member’s needs.
3

Add Members

Adding members can be found under the Users & Access tab in Settings - Members.You have two options for adding members to Kibu:
Add members one at a time and immediately select the groups you wish to assign them to. Select the Add Members button to do so. You can also add members by using bulk upload. Please download the template, add the information of your members and upload the document again.
1

Settings - Users & Access - Members

2

+ Add Members

3

Fill out the required information

First and last names as well as the group assignment.
4

Click + Add Member again

You have completed the initial setup for your organization. Here are the next steps to continue making the most of Kibu:

Configure Life Plan Goals

Set up personalized goals and track progress for your members to ensure meaningful outcomes and growth.

Configure Group Settings

Customize your groups with specific documentation requirements, schedules, and service types to streamline operations.