How to Add and Manage Notes on User Profiles

The Notes feature lets managers add freeform notes to any staff member's profile. Use notes to track performance highlights, flag follow-up items, or log context that's useful across your management team. Notes are accessible from both the Notes tab and the Overview tab on each user profile.

Navigate to a staff member's profile and click the Notes tab. If no notes exist yet, click Add New Note. If notes already exist, use the Add New Note button in the top-right corner. Enter your note text in the Note Content field, then configure visibility before saving.

Each note has a Visibility setting with two options. Private means only you can see the note. All Managers means any manager with access to that staff member's profile can view it. Regardless of which option you choose, you can also check 'Also share with [staff member name]' to make the note visible to the staff member themselves.

"Private" visibility option is only available for Account Owners & Business Admins. All other Managers+ see only "All Managers"

All notes for a staff member appear in the Notes tab, where each note displays the author's name, date, and a Shared or Private badge. The most recent note also surfaces in the Recent Notes widget on the staff member's Overview tab for quick reference. Click View all from the Overview tab to go directly to the full Notes tab.

You can edit or delete any note you authored or was shared with you by clicking the pencil or trash icon on the note card in the Notes tab.