How to create a Note on a user's profile?

How to create a Note on a user's profile?

Overview

You can create a note or upload images for a user for internal use or external communication.

Who is involved

  1. Admins: Create a note or upload an image for a user's profile.
  2. Families: with the proper access, they can see the photo and the note that the admins applied.

Description of steps

Follow the instructions below

Go to the Admin Dashboard > People > Participants
  • Find the desired participant from the List
  • Hover over the ... button
  • Select the Add more information option
    You can add a note and upload images from there.
  • Select the Display the note to the user checkbox if you want the participant to see the note
IdeaNote: Images cannot be displayed to users.
  • Click Submit

20

222

Where will users see the note?

Users can see the notes in their Family Dashboard:

  • Select Home from the top navigation bar
  • Click on the Note icon
IdeaNote: It is not possible to add more than one note to a user profile.

3333

444