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How to Set Admin Notes for a Workspace Member?

Setting notes so that you can keep track of the details

Written by Noah Reid

Use Admin Notes to keep track of important details about your Workspace Members—visible only to Workspace Admins for internal tracking and reporting purposes.

Follow the steps below to add or update Admin Notes for a Workspace Member:

1. Navigate to Workspaces


2. Select Manage Members in the sub-menu

3. In the drop-down menu at the top left of the page, select your desired workspace

4. Click Edit Profile for the desired Workspace Member


5. Enter notes into Admin Notes

6. Click Confirm

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