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Add notes to a user's profile

Add notes, documents and images to a user's profile for reference later.

Isaac Buchanan avatar
Written by Isaac Buchanan
Updated over a week ago

Staff can add notes to a users profile, including documents and images. This can be useful to track issue resolutions, medical information, and much more.

Notes can be seen by any staff member with permission to view that users profile. Users themselves cannot see any of the notes that you add.

Add notes to a user's profile

To add a note, document or image to a user's profile:

  1. Go to the users profile.

  2. Select the Notes tab and then Add Note.

  3. Add the note and upload a file if desired.

  4. Select Apply.

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