Overview:
Admins can now add notes to user profiles and automatically notify Jobsite Admins when those users with a profile note join a new jobsite. This improves communication, helps teams make informed decisions, and ensures key context follows each worker across jobsites.
Who Can Add Notes:
Org Admins: Can add, edit, or delete notes for any user in the organization.
Jobsite Admins: Can add notes for users on their jobsites and can edit or delete only the notes they created.
How Notifications Work:
When a user with a profile note joins a new jobsite:
All Jobsite Admins at that jobsite receive an email.
The email includes:
The user’s full name
All profile notes associated with the user
Common Use Cases:
Safety/Conduct Concerns: Flag issues like vandalism or unsafe behavior to alert future jobsites.
Positive Recognition: Highlight top performers so they can be acknowledged and supported on future teams.
How to Use Profile Notes
1. Open the User’s Profile
Navigate to the member list of your jobsite.
Click on the name of the user you want to add a note to, to open their profile.
2. Add a Note
Go to the Notes tab and click the “Add Note” button in the Profile Notes section.
Enter your note and click Save.
💡 Tip: Be specific and professional—this note will be visible to other admins.
3. Automatic Notification
When users with profile notes join a new job site, all jobsite admins will automatically receive an email with the note(s).
4. Edit or Delete Notes
Jobsite Admins can edit/delete the note they created.
Org Admins can manage all notes within the organization.
Why It Matters:
This feature keeps admins aligned with real-time context, whether it’s preventing issues from recurring or reinforcing strong performance. It helps ensure every jobsite team is informed from day one.