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Business Units for Clients and Users

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

💡Important Notes on Business Units: 

  • A client can only have 1 business unit
  • A user can have multiple Business Units. This will grant the user access to all clients in each business unit selected
  • Users also have a "Primary Business Unit" field, available if they have multiple Business Units selected. 
    • This is a secondary feature for organizations using Premium Staff Licenses, and does not grant client access on its own
    • If using Premium Staff Licenses, assigning Primary Business Unit will give that user access to all Staff Profiles in that Primary Business Unit (both
    • staff would need to be assigned the same Primary Business Unit).
    • Business Units grant access to clients in that Business units, whereas the Primary Business Unit field controls to which unit the user belongs.
    • This can be used for reporting purposes. A user may need to have access to multiple business units, but then can be assigned their own primary business units for reporting. 

📹 Watch: Creating Business Units

 

Steps to Create Business Unit(s):

  1. 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 

  1. Select Clients 
  2. Open a client's profile you are wanting to assign a business unit to
  3. Scroll to the bottom of their profile and select the appropriate business unit (the 2nd box from the bottom)
  4. Press save

📹 Watch: Assign Users to Business Units

 

Steps to easily assign a user access to all clients under a business unit

  1. On your left-hand side menu, select [Settings] >> [Organization] >> [Users]
  2. Select the user you wish to assign to clients
  3. Stay on the [Profile] tab of the user’s profile
  4. 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)
  5. Select the business unit(s).  **This will give the user access to every client assigned to that specific business unit. 
  6. Scroll down and press [Save]

         
📹 New User InviteBulk Invite Business Units

 

For new users - assign their business unit as you are sending the invite

  1. If inviting users individually, follow the same steps as above
  2. If using bulk invite, you can assign the same business units to all invited users at the same time