Inviting New Users to Hi Rasmus [Manager Level]

Review how to invite new Users to Hi Rasmus as a Manager level user - individually or through a bulk invite

Inviting New Users as a Manager level User:

Manager level users have the most user management access within the system. Supervisors can be given the option to manage users in a limited capacity and can invite a user from the Client's information page.

Inviting an Individual User to Hi Rasmus

To invite a single new user, navigate to [Settings] >> [Organization] >> [Users] and click on [Invite User]

Enter the users E-mail and select their User Role
If you have Business Units set up, you can also assign a business unit. For more details on Business Units and their functionality CLICK HERE
Check the [Require MFA] box if you'd like the require the user to use Multi Factor Authentication. For more details on managing MFA CLICK HERE

Select the [Access] tab to select the clients you would like to give the user access to. Only Manager level users have access to all clients. You can also specify in the User Privileges that a role has access to all clients within their same business unit.

Check the checkbox next to the Client's name to give the user access to a specific Client.

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Select the [Staff Profile] tab and select [Enable Staff Competency] if you have existing Staff Competency profiles and would like to assign one to the User.

Staff competency profiles are NOT required for a user to work with a client. They add an additional layer of functionality to a user profile. For more details on Staff Competency profiles click HERE

You can also allow the user to have access to their own Staff Competency profile if you wish to do so.

Bulk Inviting Users to Hi Rasmus

Users of the same role type can also be invited in bulk to Hi Rasmus.
To Bulk Invite users , navigate to [Settings] >> [Organization] >> [Users] and click on [Bulk Invite Users]
Enter the email addresses of the individuals you would like to create user accounts for, separated by a comma or a line break.
Select the Assigned role - which will be applied to all the users invited
Select the Business Units, if applicable. Users may have multiple Business Units.
Check the [Require MFA] box if you would like the invited users to use Multi-factor Authentication when signing into Hi Rasmus

If you would like to give users invited in bulk access to individual clients instead of by business unit, you will have to manage their access after sending their invitation.