❖ Heads up! This article is intended for Program Managers—a role available only on Amplify sites. You may also see this role referred to as Advanced Program Manager; both terms refer to the same user type.
By the end of this article, you will be able to:
Access the Notes area of a user’s profile
Add, edit, or delete private notes
Understand who can view private notes
About Private Notes
Private notes allow Program Managers and Site Managers to document important information about a user.
Notes may be used to record:
Scheduling restrictions or limitations
Attendance history
Certifications, licenses, or additional skills
Private notes are:
Visible only to Site Managers and Program Managers with access to the user’s profile
Not visible to the user
Access the Notes Area
Go to Volunteerism > Users.
Search for and select the user’s name.
Click Notes.
Add a Private Note
Click Add Note.
Enter your note.
Click Save Note.
Edit a Private Note
Click the pencil icon in the Options column.
Update the note.
Click Save Note.
Delete a Private Note
Click the X in the Options column.
Confirm your selection.
