Step by step:
Click on the “contacts” tab.
Choose the desired client or group.
Click on the photo of the contributors to the file.
See the stakeholders
The photo of active stakeholders in a client's file will appear at the top right of your page.
If you are already involved in the client's file, you will have pictures.
 | Otherwise, you will have " + Join “.
 |
To see more in detail and take action, click on the photo(s). You will be redirected to the “stakeholder” section.
Add a stakeholder
To learn more about this, click here.
Archive a stakeholder **
Click on the three dots to the right of the name of the professional you want.
Click on “Archive”.
Delete a stakeholder **
After archiving a stakeholder, click on the three dots to the right of their name.
Click on “Delete”.
** ⚠️ To archive a stakeholder, you must be “Super-administrator” of your Hexfit account.
This will give you the option to archive only people from your company.
To remove a stakeholder who is not part of your company, the request must be made to a Hexpert by the client himself at this address: [email protected]. |