The ‘Notes’ section within the User profile is a great way to include any additional pieces of information your Organization wants to track. To add notes to a User’s profile:
- Click ‘Manage Users’ on the left-hand toolbar.
- Search the name of the User to whose profile you’d like to add notes.
- Check the ‘Blue Person Icon’ to the left of the User’s name.
- Click the ‘Notes’ tab.
- Add notes.
- Click ‘Save.’
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