---
title: "Hi Rasmus | Lumary Integration Checklist: Setting up Clients and Users in Hi Rasmus"
description: 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!
---
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July 25, 2024
# Hi Rasmus | Lumary Integration Checklist: Setting up Clients and Users in Hi Rasmus
## 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](https://help.hirasmus.com/knowledge/integration-with-lumary?hsLang=en) Make sure clients are all in **\[Current\]** status in Lumary! |
| 3. | [Add users to Hi Rasmus and auto-link to Lumary](https://help.hirasmus.com/knowledge/how-to-invite?hsLang=en) Make sure all users are in **\[Active\]** status in Lumary! |
| 4. | [Connect Users to their Clients in Hi Rasmus](https://help.hirasmus.com/knowledge/link-users-to-client-profile?hsLang=en) 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!](https://help.hirasmus.com/knowledge/business-units?hsLang=en) |
**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](https://help.hirasmus.com/knowledge/linking-existing-client-and-user-profiles-to-lumary-profiles?hsLang=en) to link your users to their Lumary profile.
Follow [these steps](https://help.hirasmus.com/knowledge/linking-an-existing-client-to-their-lumary-profile?hsLang=en) to link your clients to their Lumary profile.
- [Getting Started](https://help.hirasmus.com/knowledge/getting-started?hsLang=en#main-content)
- [Quickstart Guide](https://help.hirasmus.com/knowledge/getting-started?hsLang=en#quickstart-guide)
- [Hi Rasmus 101: Using Hi Rasmus as a Behavior Technician](https://help.hirasmus.com/knowledge/getting-started?hsLang=en#hi-rasmus-101-using-hi-rasmus-as-a-behavior-technician)
- [Hi Rasmus 201: Hi Rasmus Guide for BCBAs / Behavior Analysts](https://help.hirasmus.com/knowledge/getting-started?hsLang=en#hi-rasmus-201-hi-rasmus-guide-for-bcbas-behavior-analysts)
- [Hi Rasmus 101: Using Hi Rasmus in a Multi-Disciplinary Setting](https://help.hirasmus.com/knowledge/getting-started?hsLang=en#hi-rasmus-101-using-hi-rasmus-in-a-multi-disciplinary-setting)
- [Managing Clients & Users](https://help.hirasmus.com/knowledge/managing-clients-users?hsLang=en#main-content)
- [Managing Clients](https://help.hirasmus.com/knowledge/managing-clients-users?hsLang=en#managing-clients)
- [Managing Users](https://help.hirasmus.com/knowledge/managing-clients-users?hsLang=en#managing-users)
- [Client \<\> User Access](https://help.hirasmus.com/knowledge/managing-clients-users?hsLang=en#client-user-access)
- [User Privileges](https://help.hirasmus.com/knowledge/managing-clients-users?hsLang=en#user-privileges)
- [Multi-factor Authentication (MFA)](https://help.hirasmus.com/knowledge/managing-clients-users?hsLang=en#multi-factor-authentication-mfa)
- [Single Sign On](https://help.hirasmus.com/knowledge/managing-clients-users?hsLang=en#single-sign-on)
- [Staff Licenses](https://help.hirasmus.com/knowledge/staff-licenses?hsLang=en)
- [Creating Programs](https://help.hirasmus.com/knowledge/creating-programs?hsLang=en#main-content)
- [Your Program Library](https://help.hirasmus.com/knowledge/creating-programs?hsLang=en#your-program-library)
- [Program Setup: Prompt Levels and Workflows](https://help.hirasmus.com/knowledge/creating-programs?hsLang=en#program-setup-prompt-levels-and-workflows)
- [Program Setup: Program Building Blocks](https://help.hirasmus.com/knowledge/creating-programs?hsLang=en#program-setup-program-building-blocks)
- [Creating Programs by Type](https://help.hirasmus.com/knowledge/creating-programs?hsLang=en#creating-programs-by-type)
- [Specific Program Capabilities](https://help.hirasmus.com/knowledge/creating-programs?hsLang=en#specific-program-capabilities)
- [Featured Programs and Library Catalog](https://help.hirasmus.com/knowledge/creating-programs?hsLang=en#featured-programs-and-library-catalog)
- [Client Progress](https://help.hirasmus.com/knowledge/client-progress?hsLang=en#main-content)
- [Reviewing Client Data](https://help.hirasmus.com/knowledge/client-progress?hsLang=en#reviewing-client-data)
- [Program Modifications](https://help.hirasmus.com/knowledge/client-progress?hsLang=en#program-modifications)
- [Client Progress Reports](https://help.hirasmus.com/knowledge/client-progress?hsLang=en#client-progress-reports)
- [Assessment Results](https://help.hirasmus.com/knowledge/client-progress?hsLang=en#assessment-results)
- [Exporting Data](https://help.hirasmus.com/knowledge/client-progress?hsLang=en#exporting-data)
- [Operational Tools, Reporting and Auditing](https://help.hirasmus.com/knowledge/operational-tools-reporting-and-auditing?hsLang=en#main-content)
- [Single Client Reporting / Auditing](https://help.hirasmus.com/knowledge/operational-tools-reporting-and-auditing?hsLang=en#single-client-reporting-auditing)
- [Cross Client Reporting / Auditing (Premium)](https://help.hirasmus.com/knowledge/operational-tools-reporting-and-auditing?hsLang=en#cross-client-reporting-auditing-premium)
- [Activity Time Change Requests](https://help.hirasmus.com/knowledge/operational-tools-reporting-and-auditing?hsLang=en#activity-time-change-requests)
- [Sessions](https://help.hirasmus.com/knowledge/sessions?hsLang=en#main-content)
- [Setting Up a Client Session](https://help.hirasmus.com/knowledge/sessions?hsLang=en#setting-up-a-client-session)
- [Running a Client Session](https://help.hirasmus.com/knowledge/sessions?hsLang=en#running-a-client-session)
- [Completing Session Notes](https://help.hirasmus.com/knowledge/sessions?hsLang=en#completing-session-notes)
- [Group Sessions](https://help.hirasmus.com/knowledge/sessions?hsLang=en#group-sessions)
- [Reviewing and Editing Sessions / Activities](https://help.hirasmus.com/knowledge/sessions?hsLang=en#reviewing-and-editing-sessions-activities)
- [Supervision Mode](https://help.hirasmus.com/knowledge/supervision-mode?hsLang=en#main-content)
- [Supervision Criteria](https://help.hirasmus.com/knowledge/supervision-mode?hsLang=en#supervision-criteria)
- [Supervising Live Sessions](https://help.hirasmus.com/knowledge/supervision-mode?hsLang=en#supervising-live-sessions)
- [Supervision Session Notes](https://help.hirasmus.com/knowledge/supervision-mode?hsLang=en#supervision-session-notes)
- [Templates](https://help.hirasmus.com/knowledge/templates?hsLang=en#main-content)
- [Session Notes](https://help.hirasmus.com/knowledge/templates?hsLang=en#session-notes)
- [Forms](https://help.hirasmus.com/knowledge/templates?hsLang=en#forms)
- [Treatment Plans and Progress Reports](https://help.hirasmus.com/knowledge/templates?hsLang=en#treatment-plans-and-progress-reports)
- [Activity Types](https://help.hirasmus.com/knowledge/templates?hsLang=en#activity-types)
- [Integrations](https://help.hirasmus.com/knowledge/integrations?hsLang=en#main-content)
- [Aloha ABA Integration](https://help.hirasmus.com/knowledge/integrations?hsLang=en#aloha-aba-integration)
- [Aloha Integration: FAQ And Troubleshooting](https://help.hirasmus.com/knowledge/integrations?hsLang=en#aloha-integration-faq-and-troubleshooting)
- [Lumary Integration: Overview](https://help.hirasmus.com/knowledge/integrations?hsLang=en#lumary-integration-overview)
- [Lumary Integration: Set Up](https://help.hirasmus.com/knowledge/integrations?hsLang=en#lumary-integration-set-up)
- [Lumary Integration: Running and Reviewing Sessions](https://help.hirasmus.com/knowledge/integrations?hsLang=en#lumary-integration-running-and-reviewing-sessions)
- [Lumary Integration: FAQ and Troubleshooting](https://help.hirasmus.com/knowledge/integrations?hsLang=en#lumary-integration-faq-and-troubleshooting)
- [TherapyPM](https://help.hirasmus.com/knowledge/integrations?hsLang=en#therapypm)
- [Boost Integration: Overview](https://help.hirasmus.com/knowledge/integrations?hsLang=en#boost-integration-overview)
- [Boost Integration: Set Up](https://help.hirasmus.com/knowledge/integrations?hsLang=en#boost-integration-set-up)
- [Boost Integration: Running and Reviewing Sessions](https://help.hirasmus.com/knowledge/integrations?hsLang=en#boost-integration-running-and-reviewing-sessions)
- [Boost Integration: FAQ and Troubleshooting](https://help.hirasmus.com/knowledge/integrations?hsLang=en#boost-integration-faq-and-troubleshooting)
- [Camber Integration: Overview](https://help.hirasmus.com/knowledge/integrations?hsLang=en#camber-integration-overview)
- [Camber Integration: Set up](https://help.hirasmus.com/knowledge/integrations?hsLang=en#camber-integration-set-up)
- [Camber: Running and Reviewing Sessions](https://help.hirasmus.com/knowledge/integrations?hsLang=en#camber-running-and-reviewing-sessions)
- [Camber: FAQ and Troubleshooting](https://help.hirasmus.com/knowledge/integrations?hsLang=en#camber-faq-and-troubleshooting)
- [Offline Mode](https://help.hirasmus.com/knowledge/offline-mode?hsLang=en)
- [Parents](https://help.hirasmus.com/knowledge/parents?hsLang=en)
- [RBT Training](https://help.hirasmus.com/knowledge/rbt-training?hsLang=en)
- [Outcomes](https://help.hirasmus.com/knowledge/outcomes?hsLang=en#main-content)
- [Data Accessibility](https://help.hirasmus.com/knowledge/outcomes?hsLang=en#data-accessibility)
- [AI](https://help.hirasmus.com/knowledge/ai?hsLang=en)
- [Scheduling](https://help.hirasmus.com/knowledge/scheduling?hsLang=en#main-content)
- [🏁 Scheduling: Getting Started](https://help.hirasmus.com/knowledge/scheduling?hsLang=en#scheduling-getting-started)
- [🛠️ Scheduling: Set Up](https://help.hirasmus.com/knowledge/scheduling?hsLang=en#%EF%B8%8F-scheduling-set-up)
- [⚙️ Scheduling: Calendar Views and Settings](https://help.hirasmus.com/knowledge/scheduling?hsLang=en#%EF%B8%8F-scheduling-calendar-views-and-settings)
- [📆 Scheduling: Creating and Updating Appointments and Events](https://help.hirasmus.com/knowledge/scheduling?hsLang=en#scheduling-creating-and-updating-appointments-and-events)
- [✅ Scheduling: Completing Scheduled Appointments](https://help.hirasmus.com/knowledge/scheduling?hsLang=en#scheduling-completing-scheduled-appointments)
- [📈 Scheduling: Appointments Reporting](https://help.hirasmus.com/knowledge/scheduling?hsLang=en#scheduling-appointments-reporting)
- [Frequently Asked Questions](https://help.hirasmus.com/knowledge/frequently-asked-questions?hsLang=en#main-content)
- [Subscription and Invoices](https://help.hirasmus.com/knowledge/frequently-asked-questions?hsLang=en#subscription-and-invoices)
- [Device and App Info](https://help.hirasmus.com/knowledge/frequently-asked-questions?hsLang=en#device-and-app-info)
- [Recovering Deleted Items](https://help.hirasmus.com/knowledge/frequently-asked-questions?hsLang=en#recovering-deleted-items)
- [Settings](https://help.hirasmus.com/knowledge/settings?hsLang=en)
- [New and Coming Soon!](https://help.hirasmus.com/knowledge/new-and-coming-soon?hsLang=en)
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