How to add notes to a user's profile


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:

  1. Click Manage Users on the left-hand toolbar.
  2. Search the name of the user to whose profile you’d like to add notes.
  3. Check the blue person icon image.png to the left of the user’s name.
  4. Click the Notes tab.
  5. Add notes.
  6. Click Save.
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