Use owner-only notes to capture private, internal context about a user—such as staffing preferences, availability hints, or background details—directly on their profile. Notes are visible only to organization owners.
Who can use this feature?
Available for users with role Owner. Learn more about roles and permissions here.
Available on All Plans
Available on Desktop and Mobile
Understanding owner-only notes
Private by design: Notes are only visible to organization owners. Other roles cannot see or edit them.
Profile-specific: Each note is attached to a single user’s profile and serves as a central place for internal context.
Great for staffing: Keep track of who this person works well with, special experience, or assignment considerations.
Opening a user profile
Navigate to the user whose context you want to capture. For example, you can open profiles from the users list.
Open the user’s profile. Scroll to the Note section.
Example of the note card when no note has been added yet:
Adding or editing a note
In the profile’s Note card, click Edit note.
Enter the information you want to keep privately for owners. Consider adding bullet points for readability.
Click Save to store your changes.
Example of a filled note with staffing-related context:
How notes behave
Visibility: Notes display a hint “Only visible by organization owners.” If you do not see the note card, you likely do not have the Owner role.
Editing: Owners can update the note at any time via Edit note. The latest saved version is shown on the profile.
Formatting: Notes support plain text and common list formatting for clear, scannable context.
Practical examples and best practices
Staffing context: “Prefers cross-functional projects with Simon and Julia; available 60% for Q1.”
Experience highlights: “5+ years in chemical industry; strong stakeholder management.”
Review hints: “Ideal for client-facing roles; excels in time-critical deliverables.”
Tip: Keep notes concise and actionable. Use bullet points for staffing decisions and avoid sensitive personal data that is not necessary for work.