In steps:

  1. Click on the "contacts" tab.

  2. Choose the desired client or group.

See the stakeholders

The photo of active stakeholders in a client's file will appear at the top right of your page (to the left of your name).

If you are already involved in the client's file, you will have a gear icon.

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.

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".

Add a stakeholder

** 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].

Further information:

To find out how the client can see the contributors on his account, click here.

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