💡 TIP: Once you create business units, you can enable a user privilege to allow that user role to run sessions with all clients within their business unit.
Click here to learn more about setting up user privileges.
💡Important Notes on Business Units:
Business Units control which clients a user can access.
The Primary Business Unit field controls user access to other users. (Example: BCBA access to their BTs user profiles).
Client Access
- A client can only belong to one business unit.
- A user can be assigned multiple business units. This grants the user access to all clients in each business unit selected.
- Orphaned clients: If a client isn't assigned to any business unit, users in that business unit won't be able to access that client. A manager-level user, or another user with access to client profiles, will need to update the client's profile to assign one.
- If a user's business unit access is revoked, that change takes effect immediately.
Primary Business Unit
- Users assigned multiple business units also have a "Primary Business Unit" field. This controls access to other users' profiles — not client access. (Example: BCBA access to their BTs user profiles).
- On its own, assigning a Primary Business Unit does not grant access to any clients. It's a secondary feature for granting access between user profiles.
- If a user needs access to another user's profile, assign both users the same Primary Business Unit. This grants access to all user profiles within that Primary Business Unit.
- This distinction is useful for reporting — a user may need access to multiple business units for day-to-day work, but still be assigned their own Primary Business Unit for reporting purposes.
💡 Still can't access? Make sure the supervisor has the correct user privileges turned on under [User Management].
📹 Watch: Creating Business Units
Steps to Create 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]
📹 Watch: Assign Clients to a Business Unit
Steps 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
📹 Watch: Assign Users to Business Units
Steps to easily assign a user access to all clients under a business unit
- On your left-hand side menu, select [Settings] >> [Organization] >> [Users]
- 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. (This is below their address, gender, and date of birth)
- Select the business unit(s). **This will give the user access to every client assigned to that specific business unit.
- Scroll down and press [Save]
📹 New User Invite Bulk Invite Business Units
For new users - assign their business unit as you are sending the invite
- If inviting users individually, follow the same steps as above
- If using bulk invite, you can assign the same business units to all invited users at the same time
