The ‘Notes’ section within the user profile is a great way to include any additional pieces of information your organization may want to track.
To add notes to a user’s profile:
- Click ‘Manage Users’ in the left-hand toolbar.
- Search the name of the user to whose profile you’d like to add notes.
- Click the blue person icon to the left of the user’s name.
- Click the ‘Notes’ tab.
- Add notes.
- 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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