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Archive or delete a stakeholder
Archive or delete a stakeholder

From the interveners tab of the client or group file, you will be able to see the interveners, add, archive and delete them.

Mathieu Gagné avatar
Written by Mathieu Gagné
Updated over a week ago

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].

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