📖 Approximate reading time for this article: 1'30” |
Hexfit uses a profile system that defines the level of authorization for each professional user on the account.
Profiles in summary
Super Administrator:
No limit to their permissions. This is the highest level of account control.
He can access the files of all customers and all company employees (including other super administrators).
Access to company billing information.
He can modify the profiles of other employees, including administrators.
In short, this title gives absolute control of the company.
Branch administrator:
He has the same authorizations as the super administrator, but only for the branch(es) to which he is assigned.
Manager:
He can manage all the customers in his branch.
This is the minimum level for creating groups.
Employee:
Can access all client files in which he is an active participant.
He can also create clients.
Read only:
Can only see the information of the files in which he is active worker (cannot modify anything).
Here's what he has access to:
Overview of Interventions
“Information” tab (data)
Objectives
Activities
Stakeholders
Cloud Storage
Plans
Can communicate with other stakeholders in his clients' files.
These accounts are free, and you can create unlimited accounts without even asking a Hexpert.
Bundle
Regardless of its profile, each account must also have features activated. These features will generally be those of the bundle.
💡 When creating a professional, be sure to choose the package that corresponds to the features he or she needs access to.
If in doubt, contact a Hexpert. They'll be able to make the change. |
Access
To add colleagues or employees to your company, follow these steps.
Note that each professional must have his or her own account (one access). This ensures confidentiality for customers and protection for professionals.
For this reason, it is not possible to connect a single Hexfit Professional account to several devices at the same time.
Edit profiles and access
To find out how to make changes to your employees' accounts, click here.