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How do I create a note about a user?
How do I create a note about a user?

As an admin, learn how to add a private note to a user's account

Sarah L. avatar
Written by Sarah L.
Updated over 2 months ago

To capture additional information about your users, you can either create custom user properties or attach a private note (visible to admins only) to their account using the process outlined below.

  1. Select Users from the left-hand menu

  2. Click on the user or team's name to open their account panel

  3. Select the Notes section on the right hand column

  4. Type your new note in the provided textbox and simply hit enter on your keyboard to save the note

  5. Now all admins can easily reference this note in the future.

Note: When you @ mention another admin, they will be notified about the note!

Need more info on Users, Teams & Check-ins?

Take a look at this quick guide to dive deeper.

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