What are Dynamic Users?
Kaymbu users can exist in and toggle between different classrooms and user levels in the system! For example, a teacher can have an AM and a PM classroom and switch back and forth between the two as needed. Administrators can have access at the director level within each of their centers, or Directors can have access at the teacher level within their classrooms.
Table of Contents
Setting up Dynamic Users
Users can be added to as many entities as needed. For example, directors can add teachers to multiple classrooms or add themselves and other directors into classrooms. Users with administrator access can add teachers, directors, and other administrators to classrooms and centers.
To add a pre-existing user to another location and/or user level, first, navigate to Menu > Roster and click on the applicable organization, center, or classroom. Next, select the "Administrators" tab to add a user to the administrator level, the "Directors" tab to add a user at the director level, or the "Teachers" tab to add a user at the teacher level. Then, click on the green plus button or the add user button.
You will be prompted to enter the email address of the existing user.
Please note that you will need to enter the existing email address that is currently associated with the user. The system will then identify the existing user and confirm that you want to use the same information. To proceed, select “Add Existing User”.
You can identify what roles and locations Dynamic Users have access to by navigating to the user’s profile in the Roster. Each role and entity will be listed within their profile.
Switch Between Accounts
If you exist in more than one account, you can switch to another account by navigating to the top of your Kaymbu menu. For clarity, the box will tell you which account you’re in, and what your role is:
The two arrows indicate that you have the ability to toggle back and forth between your accounts. Click on that box to open up the switcher, which will look like this:
Remove Dynamic Users
Since users may exist in multiple locations, removing them is slightly different. From the Roster, you will need to click on the profile of the user/staff member. Each role and location they have access to will be listed within their profile. Click "Remove" beneath the applicable role and entity. This will remove the user from having access to that particular role.
If you have questions, please reach out to help@kaymbu.com!
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