Using the Notes feature
The Notes tool allows admins to manage internal information about users in an organized and secure way. With this tool, you can:
Control which staff groups within your organization can view each note
Keep different types of notes in one place for easy access
Attach supporting files for additional context
Add a note to a user's profile
1. Click into the user’s profile from your organization’s People section.
2. Select Notes from the profile menu.
3. Click Add note.
4. Enter the content for your note. You can also upload an optional attachment to provide more context or documentation.
5. Choose the visibility group to determine which staff members in your organization can view the note.
6. Click Create note to save it.