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 a week 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 side panel

  3. Select the Notes section

  4. Type your new note in the provided textbox

  5. Click Add note to save this note to the user's account

  6. Now you (and all of your fellow admins) can easily reference this note in the future

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

Did this answer your question?