How to Add Notes to a User's Profile


The ‘Notes’ section within the User profile is a great way to include any additional information your Organization wants to track. To add Notes to a User’s profile:

  1. Click ‘Manage Users’ on the left-hand toolbar.
  2. Find the User’s profile for whom you’d like to add Notes.
  3. Check the ‘Blue Person Iconto the left of the User’s name.
  4. Click the ‘Notes’ tab.
  5. Add notes.
  6. Click ‘Save.

In the ‘Notes’ section of each User's profile, you'll find enhanced tracking capabilities, including a record of when notes were added and the Administrator who added the entry. To ensure data integrity, only Administrators with editing privileges concerning User information may make or remove notes. 

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