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How to add a professional to a group
How to add a professional to a group

Here is the procedure to add a stakeholder to an existing group.

Mathieu Gagné avatar
Written by Mathieu Gagné
Updated over a week ago

Add a professional to an existing group

  1. Click on the “contacts” tab.

  2. Click on the “groups” tab.

  3. Choose the group in which you want to add a professional.

  4. Click on the stakeholder section (to the left of your name, at the top of the page).

  5. Click on “add a professional”.

  6. Enter the first letters of the first or last name of the person you want to add as a stakeholder.

  7. You will be asked if you want to “Add stakeholder in group members too”. If you select this option, the professional will also become a stakeholder in the file of each of the clients of the group individually.

  8. Click on “Add” to confirm.

⚠️ N.B.: To be added as a stakeholder to a group, the professional must be part of the same company (Hexfit account) as you.

Further information

  • To learn how to create a new group, click here.

  • To see how to archive or remove a stakeholder from a group, click here.

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