1. Hi Rasmus Help Center
  2. Managing Clients & Users

User Management

New and improved user management on Hi Rasmus!

Staff profiles and how to invite a user have now moved to a new spot in Hi Rasmus! 

For Managers and *Supervisors who have the privilege to manage users:

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

Note: Only certain user roles can invite via this method. To see user privileges in detail, check out this article. To toggle User Management on for Supervisors, navigate to Settings > Organization > User Privileges > Supervisors and scroll to User Management, toggle "Manage users" to grant access to this. 
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If you do not have the manage users privilege, you can still invite users by going to Client > Edit Client > Users > Invite User:
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INFO TAB:

In the info tab, you can select the user role for the new user as well as assign a business unit.

Note: Assigning a business unit in the Info tab is an identifier for users. This does NOT give access to clients.

ACCESS TAB:

The access tab is where you can provide access to clients either separately or within a business unit. This is an example if you were to assign a whole business unit:

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Versus if you were to assign clients individually:

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STAFF PROFILE TAB:

In this tab, you can toggle on and off to make the user a staff competency profile. 

Note: Staff competency profiles require a license.

If you Enable staff competency profile, you have the option to allow the staff to have access to their staff competency profile.