📖 Approximate reading time for this article: 2 minutes. |
Hexfit uses a profile system that defines the authorization level of each professional user on the account.
Do you want to let a colleague edit a specific program instead? That's not a matter of profile, but of the program's access rights: see Edit a program created by another professional (access rights).
Profiles at a glance
Super administrator:
No limit to their permissions. This is the highest level of control on the account.
They can access the files of all clients and all employees of the company (including other super administrators).
They can change other employees' profiles, including administrators.
They are also the only ones who can access the company's billing information.
In short, this title gives full control of the company.
Branch administrator:
They have the same permissions as the super administrator, but only for the branch or branches they are assigned to.
They don't have access to billing or document creation.
Manager:
They can access all clients in their branch.
This is the minimum level to create groups.
They don't have access to the “Administration” section.
Employee:
They can access all client files in which they are an active provider. They can also create clients.
Read-only (called Collaborator in the new plans):
This profile can only view information in the files where they are an active provider (they can't change anything).
Here is what they can access:
Interventions summary
“Information” tab (data)
Goals
Activities
Providers
Files
Plans
They can communicate with the other providers on their clients' files.
These accounts are free and unlimited from the Growth plan, as well as with the Therapist Clinic plan. They are not available with the Starter, Solo and Therapist Solo plans.
💸 A person's profile doesn't affect the price of the account (except read-only / collaborator, which is free). What counts is the number of professional seats.
You can also see whether a license is paid or free in Administration, under the Professionals tab.  For plan details, see Hexfit plans and pricing. |
Plan
Whatever their profile, each professional must also have features enabled. These are usually the features of your company's plan.
💡 When creating a professional, make sure to choose your company's plan.  If in doubt, contact a Hexpert. They can make the change. |
Access
To add colleagues or employees to your company, follow these steps.
Note that each professional must have their own account (a seat). This ensures client confidentiality and protects professionals.
For this reason, a single Hexfit professional account can't be signed in on several devices at the same time.
Change profiles and access
To learn how to make changes to your employees' accounts, click here.
Frequently asked questions
Which profile should I give a coach so she can edit the programs I created? The profile isn't enough: a program can only be edited by the people its creator has given access rights to. See Edit a program created by another professional.
My employee wants to create or edit a document (assessment, questionnaire). Which profile should I give them? Only the super administrator can create or edit documents.
I want a professional to see all clients. The manager profile gives access to all clients in their branch. Branch administrators also see all clients in their branch, and the super administrator sees all of the company's clients. An employee only sees the files where they are an active provider.
I want a professional to be able to create client groups. They need at least the manager profile.
What's the difference between “Read-only” and “Collaborator”? It's the same profile: “Collaborator” is the name used in the new plans.