What is Profile Notes?
Profile Notes is a new feature that allows users or admins to create Public Notes or Private Notes within the user profile. Profile Notes can store up to 25 notes. These notes will be visible or not be visible depending on the preference the user or the admin sets.
NOTE: Profile Notes are available for Web users only.
Who can use Profile Notes?
Anyone with a Hypercare account can use notes. Profile notes are configured within the user profile page and can be created by the user themselves or an admin.
Who can View my Profile Notes?
There are two types of Profile Notes:
- Public Notes - visible to everyone.
- Private Notes - visible only to the user and admins.
If your note is set to Public anyone within Hypercare can view your Public Profile Notes. If your note is set to Private only you and the admins can view your Private Profile Notes.
How do I Create a Profile Note?
To create a Profile Note:
- Click on your profile name in the top right corner of the screen to open the drop-down menu.
- Click on View Profile.
- Scroll down to the notes section and click on “Add Note.”
- Type your note–up to 1000 characters.
- Private Note is selected by default. If you want your note to remain private (visible to only you and admin users) click on Add Note.
- If you want to make your note public (visible to everyone), click on “Private:...” and select “Public:...” Click Add Note to add your new note.
How do I Edit a Profile Note?
To edit a note:
- Click on your profile name in the top right corner of the screen to open the drop-down menu.
- Click on View Profile.
- Scroll down to the notes section and click on the three horizontal dots to the right of the note you want to edit.
- Click on Edit Note, make your change, and click on Update to save your changes.
How do I Delete a Profile Note?
To delete a note:
- Click on your profile name in the top right corner of the screen to open the drop-down menu
- Click on View Profile.
- Scroll down to the notes section and click on the three horizontal dots to the right of the note you want to delete.
- Click on Delete Note, and click on Delete to confirm.