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’ to the left of the User’s name.
  4. Click the ‘Notes’ tab.
  5. Add notes.
  6. Click ‘Save.’
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