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Who can use this feature?

Administrators add, deactivate, and reactivate members, on the web. Staff see the members in their own groups.
Members are the people your organization supports, such as someone who attends Day Habilitation or lives at Westview Residence. Staff document their care in Kibu. Members cannot see the documentation side of Kibu.
The Members page

The Members page lists everyone your organization supports.

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What you need to know

  • Groups: every member needs at least one group, such as a program or a home. Staff see a member only if they share a group, unless their role lets them see all members.
  • Profile: each member has a profile with their details, medical information, life plan goals, and files.
  • Member accounts: some organizations let members sign in to watch Kibu classes. If yours does, you see an Email (optional) field when you add a member. Kibu turns this on for your organization.

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Add members

Go to Settings → Members and click Add Members.
1

Stay on the Add Member tab

Enter their first and last name. If a member with the same name already exists, Kibu warns you and links to them, so you do not add someone twice.
2

Add an email, if you see the field

Only for a member who will sign in to watch classes.
3

Choose their groups

Pick one or more from Select groups.
4

Click Add Member

If you entered an email, the button says Send Invite, and Kibu emails them a link to sign in.
The spreadsheet has no email column. To give a member a sign-in, add them one at a time.
The badge next to Members shows how many member seats you use. If your plan has a set number of seats, you cannot add members once every seat is used. Your billing admin can add seats with Manage Seats.

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Update a member’s information

Click the member’s name, or click and Open Profile. Their profile holds their details, custom fields, emergency contacts, medical information, and life plan goals. To change their groups, select the Groups tab. To learn what each part of the profile holds, see Member Profiles.

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Make a member a staff member

If a member who has a sign-in starts working for your organization, you can make them staff instead of creating a second account. Click next to their name, then Change Role, and choose a staff role. They move to the Admins & Staff page. You see Change Role only for members who have signed in to Kibu, and only if your role lets you change roles.

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Deactivate a member

Deactivate a member who no longer receives services from your organization.
Collect all the documentation you need first. After you deactivate a member, staff cannot add new documentation for them.
1

Find the member in the table

Click next to their name.
2

Click Deactivate

Click Deactivate.
3

Confirm

Click Deactivate again.
A deactivated member is taken out of all their groups and no longer appears in missing documentation reports. No data is lost. If they had a sign-in, it stops working.

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Reactivate a member

1

Click Show Deactivated

Click Show Deactivated above the table.
2

Click the three dots next to their name

Then click Reactivate, and confirm.
3

Add them to their groups again

Kibu does not remember their old groups. Open their profile and use the Groups tab.
If they had a sign-in, Kibu emails them a link to set it up again.