Several people can work on the same customer's file. They can be employees of your company (colleagues) or Hexfit users who are outside your business, i.e., who have an independent account (external professionals).
What can they see? 👀
The visibility of the elements present in a client's file depends on the level of visibility granted to them. To learn more, click here.
💡 Note that “visible to another user” does not necessarily mean “editable by another person.”
Here is more information about sharing access rights. |
Procedure
Go to the “Contact” tab.
Choose the desired client.
Click on "Share".
Click on:
“Add a colleague”
or
“Add an external professional”.
A - “Add a colleague” from your company
Enter the first letters of the name of the person to add.
When the full name appears, just click on it.
Click on add.
⚠️ The selected person will automatically become a stakeholder in the case. No action is required on his or her part.
💡 If you have many clients to add to a participant in your company, we recommend using this approach instead. |
B - “Add an external professional”
Enter the person's email and check the box after reading the warning.
The professional to whom you have sent the invitation will receive an e-mail.
They will have to approve the invitation from the notification they receive in their dashboard.
⚠️ Notifications are listed in chronological order (oldest to newest). Be sure to archive unnecessary notifications to help you find the one you're looking for more easily. |
Join a customer file
As administrator, you have access to the company's clients. To view them, select the “All clients” filter.
Once you've chosen a customer, you can simply “+ Join” their file.
Archive or delete a stakeholder
To learn more about how to archive or delete a stakeholder, click here.