User Notes are used to keep a log of individual user experience. They allow Admins to communicate the needs of their users effectively.
Creating Categories for these Notes is necessary to maintain organization.
This article outlines the following concepts:
Create a Note Category
Go to People > Click User Note Categories > Click New
Category tab
In the Category tab, give this category a Title. Assign an Alias or allow the Alias to be auto-generated. Give this Category a description in the text box.
Additionally, assign a Parent, Status, Access, Language, Tags, and Notes.
Additional tabs
Configure other settings in the following tabs:
-
Options - add an image and alt text
- Suggested Image Size: 128x128 px
- Publishing - customize the publishing information
- Permissions - manage editing permissions
Click Save.