Admins can add short notes to users' profiles in the Enrolments section. These notes are not visible in the User section.
Notes are accessible to all administrators who have access to users' profiles.
Notes can be used to record information about users for personal reference or to share with other administrators. These notes are not visible to users unless they also have LMS administrator access.
Note: Do not use notes to record sensitive personal data (i.e. financial or medical information).
How to add a note:
- Click Enrolment on the side menu pane to show the Enrolment management page.
- Find the user by filtering, see How to use filtering in Enrolments section to find a user.
- Click View/Edit on the right of the user's details to see the User Profile.
- Scroll down to the NOTES card and click the Add Note button.
- Type your note in the Note box and click Add Note.
How to change a note:
- Click Enrolment on the side menu pane to show the Enrolment management page.
- Find the user by filtering, see How to use filtering in Enrolments section to find a user.
- Click View/Edit on the right of the user's details to see the User Profile.
- Scroll down to the NOTES card and find the note you want to change.
- Click the menu icon on the right of the note's details and select Edit.
- Make your changes in the Note box and click Edit Note.
How to delete a note:
- Click Enrolment on the side menu pane to show the Enrolment management page.
- Find the user by filtering, see How to use filtering in Enrolments section to find a user.
- Click View/Edit on the right of the user's details to see the User Profile.
- Scroll down to the NOTES card and find the note you want to delete.
- Click the menu icon on the right of the note's details and select Delete.
- Click OK.
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