Add and manage Member Admin Notes
Add administrative context to a member and manage notes you authored.
Who this is for: Owners and Admins; editing or hiding a note remains limited to its author.
Help when this task is blocked
Before you start
Owners and Admins; editing or hiding a note remains limited to its author. Check the organization before making changes.
Steps
- Open the member and expand Member Admin Notes if needed.
- Choose the add-note action and enter the administrative context.
- Save and review the note on the member.
- To correct or hide a note, use the controls on a note you authored.
Expected result
The note retains its author and remains part of the member’s administrative context.
If you cannot finish
I cannot edit someone else’s note
Only the original author can edit or hide their own note. Owner access does not override authorship.
I am recording an incident
Use a concern for safety, behavior or incident information. Never store passwords or recovery codes.
Example: understand this in practice
Maya notices an error in a note Jordan authored. Maya cannot edit Jordan’s note, even with Owner access.
Names and situations are fictional.