Create business units in Hi Rasmus to easily give users access to all clients listed under their same business units.
💡 TIP: Once you create business units, you can enable a user privilege to allow that user role type to run sessions with all clients within their business unit.
Click here to learn more about setting up user privileges
How to Add Business Unit(s)
- On your left-hand side menu, select [Settings] >> [Organization] >> [Business Units]
- Select [Add Business Unit]
- Add Name of Business Unit
- Adding address is optional and dependent on the type of business unit adding to your organization.
- Press [Save]
How to Assign Clients to a Business Unit
- Select Clients
- Open a client's profile you are wanting to assign a business unit to
- Scroll to the bottom of their profile and select the appropriate business unit (the 2nd box from the bottom)
- Press save
How to easily assign a user access to all clients under a business unit
- On your left-hand side menu, select [Settings] >> [Organization] >> [Users]
- To assign a current user access:
- Select the user you wish to assign to clients
- Stay on the [Profile] tab of the user’s profile
- Scroll down to the box labeled [Business Units] and select to view the drop-down menu. Select the business unit. **This will give the user access to every client assigned to that specific business unit.
- Scroll down and press [Save]
- To assign a current user access:
- To assign new user access:
- Select [Invite User]
- Choose user’s role within the organization
- Enter the user’s email address
- Scroll down to the box labeled [Business Units] and select to view the drop down menu. Select the business unit. **This will give the user access to every client assigned that
- Scroll down and press [Invite User]
-Updated September 2025