In steps:
Click on the “contacts” tab.
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 learn more about this, click here.
** 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]. |