Add a note to someone's profile

You can add notes to specific individuals' accounts in the admin/organizer Dashboard. These notes can include uploaded documents and you can specify which organizations can view the notes.

To add a note:

  1. Go to the Dashboard:
  2. Using the left-hand navigation, go to "User Profiles" or "People" depending on the site.
  3. Find the person you want to add the note for using the search
  4. In the Profile Details section, click "Add Note"
  5. Enter the note and optionally upload a document.
  6. Specify which organizations should be able to see the note
  7. Click Save

Note that only the creator of the note can remove the note.