Overview
Kibu’s settings are organized into six main tabs, each controlling different aspects of your organization’s configuration:
Users Tab
Manage your organization’s staff and member roster:
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.
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.
Role Types
- Demo Admin
- IT
- Staff
- Supervisor
- Admin
- Super Admin
Groups Tab
Central hub for group management. See our detailed guides on Groups Overview and Group Settings for comprehensive information.
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.
Note Templates
Customize and manage documentation templates for your organization.
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.
Custom Fields
Add organization-specific identifying information for members.
Features
- Define custom member fields
- Show all custom fields
- Create custom field types
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.
Life Plan Goals
Contains two essential pages for goal management:
Global Life Plan View
- Comprehensive display of all life plan goals
- Member associations
- Overview of Goal details
Options Library
Streamline goal creation with predefined option sets:
Features
- Create reusable option sets
- Manage predefined scores
- Ensure consistent evaluation
- Save time on goal creation
Pre-defined Options
- Yes/No Responses
- Yes = Goal met
- No = Goal not met
- Assistance Levels
- Various levels of support
- Standardized scoring
Use the Options Library to maintain consistency in goal evaluation across your
organization.
Support
Need assistance with settings configuration?- Contact support@kibuhq.com
- Review relevant documentation
- Schedule a training session
Settings changes can impact your entire organization. Always review changes
carefully and ensure proper communication with staff.