Hexfit

A company using Hexfit can add professionals to his account, whether they are colleagues or employees.

Add a Professional

You are trying to create a client, but their email is already in use? Here is what to do in each situation.

Email already used by a client account

What each profile can do in Hexfit: super administrator, branch administrator, manager, employee, read-only (collaborator). Frequently asked questions about roles.

Profiles and access

Here is the procedure to remove a professional from your business

How to delete a professional

You can make changes to your employees' accounts: Change their profile, the branches where they have access, profession, etc.

Editing a Professional's Profile

When creating a professional or client account, if the email is already in use, you will get an error message.

Email already used by a professional

Mathieu Gagné

Samuel

Professionals

Académie

Status

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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