Kindoo was recently implemented in all buildings in our stake. My assignment is the stake Kindoo "Manager". Here are my suggestions for anyone assigned as initial Manager in the stake. Of course your Stake President and FM might have other guidance.
1) Send an early email advising stake / ward leaders about the change and the schedule.
2) FM will purchase licenses based on a certain number for the stake (X licenses) and a certain number for each ward (Y licenses). These licenses are all in the same shared "site" pool, but use those quantities as a rather hard limit for initial setup.
3) Instead of initially requesting a list of users for each unit, start with a basic list for the stake (the stake council) and for wards (the ward council). For now, leave off assistants, organization counselors and secretaries. Work with a stake clerk/executive secretary to generate one report for the stake and another for all wards using the LCR "Create a Report" to find members where "Calling Position Is" those members. Select these columns (in order) "Individual Email", "Unit", "Callings". For the Stake report, leave off "Unit". Select the text in the report "Preview" and paste it into a spreadsheet. Delete extra callings where users have more than one listed. Modify the spreadsheet to get 2 columns and output it as a CSV file:
Email@,Description
john_doe@gmail.com,Mountain Ward-Ward Clerk
mary_smith@yahoo.com,Valley Branch-Relief Society President
juan.jones@xyz.com,Stake-Stake Clerk
Kindoo assumes the first line is a header, so include that in each file. The file needs to be of type ".csv" for Kindoo to accept it.
4) Contact the Missionaries or mission office and get a list of "teaching area email addresses" and the associated unit in your stake. Format them in the same way:
123456789@missionary.org,Mountain Ward-Zion Mission
OR (if missionaries are going to be pulling from the stake license allocation)
987654321@missionary.org,Stake-Zion Mission
Add other initial users like early morning Seminary teachers etc.
Note: A consistent "Unit-Calling" description field is very helpful when managing licenses. In Kindoo after users verify their account, their name will be added automatically. You can export users as a CSV file and sort by description, or search in Kindoo for users based on unit, calling, name, or email.
5) Break the CSV files into a maximum of 50 users per file and make sure to add the header line in each file. You might want to break them up by building so that when you import each file you can give them access to doors in their building or access rules. Stake leaders might be given access to all doors in the stake. You can always change and edit access and user descriptions and add/remove users.
6) Import the CSV files into Kindoo. Then send an email to the list of email's from the spreadsheet, paste the list into an email (use BCC for privacy), and let everyone invited know they should have just received an invite from Kindoo. Attach the document or link to the "User Guide for Ward Members and Guests Designed for_ The Church of Jesus Christ of Latter-day Saints" (document found in link below) and have them contact you with any questions or problems. Let them know they will authenticate on their phone using their church login account.
7) Export the user list from Kindoo as a CSV file, sort it by description, and send a separate report to the Stake President and each Bishop showing the initial users assigned and inviting them to send you information to add/delete users within the allocated number for their unit. (Our stake is leaving decisions on who will get kindoo licenses to the Stake President and Bishop but within the number purchased by FM for each unit. Over time the Stake President can re-allocate or perhaps negotiate for a few more from FM.)
8) Continue to add/delete users as requested by the Bishop/Stake President and refer others requesting access to them.
A previous post provided a link to several manuals from Kindoo specifically written for the church. These will answer most questions. The manuals are available here (be patient - it's a slow site):
https://mfd.locktronics.com/ApplicationTraining.html