Every person who can signal for help in Staff Safe has to exist in two places: as staff in the app, and as the wearer of a Smart Badge assigned to them. Until both are true, a badge press does nothing. This article explains the pieces involved and where each one is managed, so the setup tasks that follow make sense in order.
The four things you manage
Staff Role — a category that mirrors the roles or positions in your organization: Nurse, Physician, Medical Assistant, Security. In a workplace setting a role might instead represent a department, team, or job classification. Every staff member must be assigned to exactly one Staff Role. Roles matter beyond labelling: alert metrics are broken out by role, and an Alert Rule can be applied to a role.
Staff — the person. A staff profile carries their Staff Role, a unique Staff ID, a display name, any attributes their role requires, and the badge assigned to them.
Staff Group — an optional second way to segment staff, independent of role. A staff member can belong to several groups at once. Assigning a Staff Group to an Alert Rule defines which staff that rule monitors.
Tag — what Kio Apps call the Kontakt.io device a person wears or an item carries. A Smart Badge is a tag. Assigning a tag to a staff member is what connects a physical button press to a named person and their location.
How they fit together
A Staff Role has to exist before you can add staff, because every staff profile requires one. Staff have to exist before a badge can be assigned to them. Staff Groups can be created and applied at any point, since they are optional.
That dependency chain is the order of the tasks in this section: create roles, create groups, add staff, then assign badges.
Where the work happens
Staff can be managed from Staff Safe or from Company Settings. Kontakt.io recommends Company Settings during first-time setup of Staff Safe. The two apps use different names for the same objects:
| In Staff Safe | In Company Settings |
|---|---|
| Staff Role | Entity Type |
| Staff | Entity |
A few operations are available only in Company Settings:
Changing the Staff Role assigned to a staff member
Changing a Staff Role's icon or color
Changing the values in a Staff Role's Status Group and Value
Deleting a Staff Role
The Staff Role's icon and color are what appear on maps, so plan to visit Company Settings if you need to change how a role is represented visually.
Who can do what
| Capability | Required role |
|---|---|
| Add and manage staff | Staff Safe Administrator or User |
| Create and manage Staff Roles and Staff Groups (Settings menu) | Staff Safe Administrator |
Roles are assigned in the Kio Cloud Users app by a User Management Administrator, or through your organization's SSO identity provider.