How to add details or notes to facility users / staff

Created by Customer Support, Modified on Thu, 24 Jul at 6:57 PM by Customer Support


Need to record details about your staff or other facility users? 


You can now add notes or custom information directly to each profile.


Here are the steps:

Step 1 - Under Settings, go to the Team tab, then

  1. Click Add User - if you want to add a new user

  2. Click Users - if you want to edit notes or details for a user/staff member




Step 2 

  1. Under the Add User page, fill out the form and add details under the “No details provided” box.



Example below:

  1. Users tab  - Under actions on the right side of the page, click the pencil icon of the user you want to add details to.

Then fill out the “No details provided” box.

Click the check icon to save.




Step 3 - You can see all the staff user details under the School/ Facility Users page.




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