This article will review all the steps to set up clients and users that are connected to their Lumary profiles and to each other in Hi Rasmus!
Click the links in the checklist below to be directed to the Knowledge Base article that will walk you through the process!
| 1. |
Ensure your integration between Lumary and Hi Rasmus is set up |
| 2. |
Import Clients from Lumary to Hi Rasmus Make sure clients are all in [Current] status in Lumary! |
| 3. |
Add users to Hi Rasmus and auto-link to Lumary Make sure all users are in [Active] status in Lumary! |
| 4. |
Connect Users to their Clients in Hi Rasmus There is also the option to set up Business Units in Hi Rasmus. This allows you to set up users so they can access all clients in their same business unit. You can learn more about this here! |
NOTE: this checklist walks through the process of adding clients and users to Hi Rasmus once the Lumary integration has already been set up.
If you added Clients and Users to Hi Rasmus prior to your integration being set up, that's ok!
Just follow these steps to link your users to their Lumary profile.
Follow these steps to link your clients to their Lumary profile.