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Overview

Kibu’s settings are organized into six main tabs, each controlling different aspects of your organization’s configuration:

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Users Tab

Manage your organization’s staff and member roster:

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Key Features

  • Add/remove staff members
  • Add/remove members
  • Update staff roles and permissions
  • Download staff/member rosters
  • Manage user access

Keep your roster up to date to ensure proper access control and documentation accuracy.

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Roles Tab

Provides a quick overview of permission levels and capabilities for each staff role. For detailed information about roles and their specific permissions, see our Staff Permissions guide.

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Role Types

  • Demo Admin
  • IT
  • Staff
  • Supervisor
  • Admin
  • Super Admin

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Groups Tab

Central hub for group management. See our detailed guides on Groups Overview and Group Settings for comprehensive information.

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Features

  • Create new groups
  • Edit group names
  • View all active groups

To delete a group, you must navigate to that specific group’s settings page. This extra step helps prevent accidental deletions.

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Note Templates

Customize and manage documentation templates for your organization.

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Features

  • Create custom note templates
  • Edit existing templates
  • Configure template structure

Organization note templates is currently in beta. Contact support@kibuhq.com to create or edit organization-wide templates.

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Custom Fields

Add organization-specific identifying information for members.

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Features

  • Define custom member fields
  • Show all custom fields
  • Create custom field types

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Common Use Cases

  • Medicaid numbers
  • Physician contact information
  • Insurance details
  • Program-specific identifiers

Custom fields appear in the about section of member profiles and can be filled out individually for each member.

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Life Plan Goals

Contains two essential pages for goal management:

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Global Life Plan View

  • Comprehensive display of all life plan goals
  • Member associations
  • Overview of Goal details

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Options Library

Streamline goal creation with predefined option sets:

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Features

  • Create reusable option sets
  • Manage predefined scores
  • Ensure consistent evaluation
  • Save time on goal creation

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Pre-defined Options

  1. Yes/No Responses
    • Yes = Goal met
    • No = Goal not met
  2. Assistance Levels
    • Various levels of support
    • Standardized scoring

Use the Options Library to maintain consistency in goal evaluation across your organization.

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Support

Need assistance with settings configuration?

Settings changes can impact your entire organization. Always review changes carefully and ensure proper communication with staff.