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How do I add, edit, or delete a user note?

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Written by Daria Nasedkina

Admins can add short notes to users' profiles. These notes are accessible to all administrators who have access to users' profiles, and aren't visible to users unless they also have LMS administrator access.

Use notes to record information about users for your own reference or to share with other administrators.

Note: Don't use notes to record sensitive personal data (such as financial or medical information).

How to add a note

  1. Go to Reports.

  2. Find the user and click their email to open their profile.

  3. In the NOTES section, click Add note.

  4. Type your note in the text box and click Add note.

How to change or delete a note

  1. Go to Reports.

  2. Find the user and click their email to open their profile.

  3. In the NOTES section, find the note and click its three-dot menu, then choose:

    • Change to edit the note.

    • Delete to remove it.

  4. Confirm the action.

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