Manager Private Notes
Keep notes about a staff member on their profile. Only people whose role includes the staff notes permissions can read or write them.
- Live
- Web dashboard
On the dashboard
See it in action
On a staff member's Notes tab in the dashboard, a manager adds a High priority note about an expiring First Aid certificate, and it appears at the top of the notes, which are sorted by priority.
How it works
Full guide in Help · 6 steps →In the side menu, click Users, then click the person's name.
Good to know
Every staff member's profile has a Notes tab for things a manager needs to remember about them. Notes are only visible to roles with the View User Notes permission — the staff member doesn't see the tab unless their own role has it.
The tab and each action have their own permissions: View User Notes to read, Create User Notes to add notes and edit your own, Archive User Notes to archive and restore, and Delete User Notes to delete for good.
What it does
- Write a note on a staff member's profile and mark it Low, Normal, High or Urgent.
- Edit a note, or archive it to hide it from the default view.
- Restore an archived note, or delete one permanently.
- Sort notes to find the one you need.
- For
- Managers
- Works on
- Web dashboard
- Plans
- Every plan
Works with
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