Learn how to add a staff profile to an existing Hi Rasmus user, allowing you to capture more information about your staff and monitor training and competency!
Note: In order to activate a staff profile you must purchase a Staff License. Staff licenses can be purchased on the Subscription page by a manager level user.
Purchasing a Staff License
In order to enable a staff profile for a user, a staff license must be purchased first. Staff licenses are an additional cost, while a basic user profile is free.
ℹ️ To learn about the difference between a staff profile and a user profile in Hi Rasmus click here.
1. On the left hand navigation menu select [Settings] >> [Subscription].
2. From the Subscription page select [Edit Plan]
3. Enter the number of licenses you wish to purchase and select [Preview New Plan]
4. Select [Approve Changes] once you've reviewed your new subscription plan.
5. The number of staff licenses will be reflected at the top of the subscription page.
You will see number of active staff profiles / number of purchased licenses. Just like with clients, inactivating a staff profile frees up a license. You will need to adjust your plan to remove a license.
Activating a Staff License for a User
In order to activate a staff license, the staff must first have a user profile created. For details on how to invite a user to Hi Rasmus click here.
1. From the left hand menu navigate to [Settings] >> [Organization] >> [Users]
2. Select the users name from the list of users to access their user profile.
3. Select the [Staff Profile] tab 
4. Toggle on [Enable Staff Competency Profile] and if you wish for the user to have access to their own staff profile (the same way they would a client) toggle on the option to allow the user to access their own staff profile. This option will show up once you toggle on [Enable Staff Competency Profile]
5. You'll now see additional fields and tabs for Staff Information and Staff Credentialing
6. The Staff Information tab will contain additional custom field options that you can set up for your organization. If you have no custom staff information fields set up you'll see a message stating this.
Otherwise you'll see the fields set up for your organization:
ℹ️ For more information on custom staff information fields click here.
7. The Credentialing tab allows you to list a staff's Supervisors, Licenses and Certifications and add any competency checklists.
8. Once you have entered all the necessary information select [Save]
🚨 NOTE: If you do not have a staff license available after activating a staff profile, a license will be added upon saving the profile. The following warning will be displayed before you save:
