To capture additional information about your users, you can either create custom user properties by following the FAQ here or attach a note to their account using the process outlined below.
- Log into your optixapp.com subdomain
- Select Users from the left-hand menu
- Click on the user or team's name to open their side panel
- Select the Notes section
- Type your new note in the provided textbox
- Click Add note to save this note to the user's account
- Now you (and all of your fellow admins) can easily reference this note (as well as which admin saved the note) in the future