Documentation Setup Guide

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Documentation Platform Setup

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.

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Getting Started

To get started head to settings

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Step 1: Create Organization Groups

1. Once in settings from the tabs displayed across the top select the one for groups
2. Once in the groups tab select the plus icon to create a new Group
3. 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 tab you will see a blue button saying “Add Admins & Staff”- Invite them as Admin - They will have permissions to create groups and upload members. View the steps below for more detail

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Step 2: Add Staff Members

Now that your groups are created its time to add your other admins and staff, to add staff navigate to the users tab in settings (this will be the first page that appears), from here you will see a table where a roster of your staff members will live. To begin select Add Admins & Staff

1. Input new staff first and last name as well as their email
2. It is important to assign appropriate permissions based on their role
3. Add staff to their respective groups (e.g., day habilitation, residence, etc)

Once you press “Add” 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

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Step 3: Add Members

Adding members can be found under the Users tab in settings similar to Staff, scroll down from the admin and staff table to find the members table where a roster of all members in your organization will live You have two options for adding members to Kibu:

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First Option: Individual Upload

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.

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Second Option: Bulk Upload

Perfect for adding multiple members efficiently, particularly for larger organizations. Select the Bulk Member Upload button to begin and follow the instructions in the dropdown below.

When using bulk upload, members will initially be added without group assignments. After the upload is complete, you’ll need to manually add members to their designated groups by:

1. Navigating to each group
2. Select the settings tab within the group
3. Once in group settings you will see a tab for members on the side, select this
4. In the members tab of settings you will see a blue “Add Members to Group” button allowing you to select all members you wish to add

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Congratulations! 🎉

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

• For Help, Email: support@kibuhq.com