Entity Overview

The Roster feature in Kaymbu is organized by different levels of entities, including classrooms, centers, and organizations. Your roster structure is organized by your program's size and needs and can always be edited to fit those needs. 

Table of Contents 

1. Accessing Roster
2. Overview of Entity Structure  
3. Entity Management 
   • Add Entities in Kaymbu 
   • Edit Classrooms, Centers, and Organizations 
   • Delete Classrooms, Centers, and Organizations  

Accessing Roster 

You can access the Roster and view your entities from the Kaymbu app on your device or from the website my.kaymbu.com by going to Menu > Roster. 

Changes to your Roster, such as adding classrooms or editing classroom names, can be made by going to Menu > Settings.

Overview of Entity Structure 

The Roster is organized into different levels of entities, including classrooms, centers, and organizations, each managed by different user levels. The entities that you have access to depend on your role and how your profile is set up. 

• Account Managers have access to all of the organizations within an account
• Administrators have access to all of the centers within an organization
• Directors have access to all of the classrooms within a center 
• Teachers have access to their assigned classroom 

Entities are structured to meet the size and needs of your program. For example, some programs may only have a single center with a few classrooms, whereas others may have additional regional organizations with several centers and, within those, multiple classrooms. When accounts are initially created, they are set up to meet your structure.

Entity Management 

Entities can be added, edited, or deleted to fit the needs of your program. Depending on your user level, you may have options to manage your entities. 

• Classrooms are where student rosters are organized
  • Within a classroom, you will find all active students, assigned teachers, and archived students.
  • Directors, Administrators, and Account Managers can add and manage classrooms. 
• Centers are where classrooms are organized. 
  • Within a center, you will find the list of classrooms and Directors. 
  • Administrators and Account Managers can add and manage centers.
• Organizations are where centers are organized. 
  • Within an organization, you will find all of the centers and Administrators. 
  • Account Managers can add and manage Organizations. 

Add Entities in Kaymbu 

Please note that you may not have access to add entities depending on your level or account status. Additionally, some Kaymbu customers have per-classroom pricing. If you have any questions about your access or need assistance adding classrooms, you can contact us at help@kaymbu.com.

Customers who pay by student license or center can follow these directions to add entities: 

• Navigate to Menu > Settings 
  • To add a classroom, under "Classroom," select "Add New Classroom." 
    • If you are adding a classroom as an Administrator or an Account Manager, you will need to select the center or organization first so that you can dial down to the classroom level

• To add a center or an organization, under "Center" or "Organization," select "Add New Center" or "Add New Organization." 
  • If you are adding a Center as an Account Manager, you will need to select the Organization first so that you can dial down to the Center level.
    
• Enter the name of the entity
• Select "Save"

Edit Classrooms, Centers, and Organizations 

To edit the name of an entity, follow these steps: 

• Navigate to Menu > Settings 
  • To edit an Organization, select the pencil icon next to the name. 
  • To edit a Center, dial down until you've selected the appropriate center and select the pencil icon next to the name.

  • To edit a Classroom, dial down until you've selected the appropriate classroom and select the pencil icon next to the name.

    

• Update the name of the entity
• Select "Save"

Delete Classrooms, Centers, and Organizations 

If you need to delete a classroom, center, or organization from your account, our team would be happy to help you! 

To submit a deletion request, follow the steps listed below:

• First, ensure there are no active students or teachers, or archived students, assigned to the entity. 
  • Please note that once a classroom is deleted, all data in it will be permanently removed.
  • If you would like to keep active student or teacher profiles, we recommend moving them to a classroom that will remain on the account. 
    • For any archived students you would like to keep, you can move them to an alternate classroom and archive them there.
• Once all students and teachers have been removed, please email us at help@kaymbu.com with the name of the classroom, center, or organization you would like deleted.