💡 What is file sharing?
As a professional Hexfit user, you may be involved in the files of several clients, but clients may also have several professionals working on their files.
To understand the usefulness of sharing client accounts, click here. |
Ask to become a stakeholder in the file of a client who already has a Hexfit account
Enter his email
You will get this message:
You will be given three choices:
1- Send a request for access to my client:
The customer will receive a request for approval by email and via messaging in the mobile app.
2- Create a new account ⚠️
A brand-new account will be created.
This account will be linked to an “ID.
The customer's email will go to the “secondary” location.
(They will not be able to use their email to log in to their new account).
An email will be sent to them allowing them to log in to their new account using their ID.
3- Send a request + Create a temporary account
An access request will be sent to the customer by email and via their account in the mobile app.
A new account will also be created. 📌📌
📌 You will need to wait for the client's approval to access their account.
⚠️ As this is a new account, you will not have any history for this client.
📌📌 Once the request has been approved by the client, you will be able to merge the two accounts (the temporary and the old account). |
Further information
If a message stating that a professional use this email, click here.
Merge client's accounts:
If you have created a temporary account, click here to learn more about merging clients.