Users - Adding notes to a user

Purpose: To enhance user profiles, it is possible to include specific notes pertaining to individuals. For instance, details such as an engineer's allergies or their possession of a driving license can be recorded. These notes are exclusively associated with the respective user and can only be accessed by role levels with user privileges. This ensures that the information remains confidential and visible only to authorized personnel.

 

How to Add Notes to Users

  • Profile icon > Settings > Users > Users > View > Notes and Communications Tab > Add new note > Type the title > Type the description > Save

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