How to invite and link users to work with the appropriate assigned clients
One of the most powerful advantages of the Hi Rasmus platform is the ability to have everybody on the same page and increase collaboration between therapists, teachers, and parents. The platform is built with a very tight security model, and the manager of a clinic has full control over who is able to access the individual clients.
You can click here to see user rights and permissions for each role.
There are 2 ways to invite a user: one as a manager and another as a supervisor
Option 1: Manger permission level**
How to Invite a New User & Connect Them to a Client's Profile
Select Settings -> Select Organization -> Select Users
There's 2 options to invite users: invite user or bulk invite users
- Invite User: select
, enter the user's email and assign their permissions level.
Before selecting send invitation, select clients on the upper right hand corner and put a check mark next to the client(s) you want that user to have access to.
Business Unit: If you have created business units, you can give an user access to every client listed in that business unit by only selecting the business unit versus the client name
Click here to review how to set up Business Units
Reminder: Every user, except a Manager, has to be linked to a client. So a manager will need to give a supervisor access to a client that the manager has created.
2. Bulk Invite Users: 
: enter in user's email addresses either separated by commas or on a single line, assign all the users the same permission role, assign business unit if applicable, and press send invitation
Option 2: Supervisor permission level**
How to Invite a New User & Connect Them to a Client's ProfileSelect Clients -> Identify the client from your list that you want to share their profile
Once you identify the client, select on the icon on the far right 
to manage users. From there select 
.
Enter the user's email and assign their permissions level.
Once the user's email is entered and the role is chose, press 