Noted

This is where you can create new users for your organisation, as well as edit the information and permissions allocated to them. 

Navigate to Administration using the Switcher

On the Users page, select Create User and enter the new user’s details

Assign the relevant Team(s) and enter an initial password (the user will be prompted to reset this password when they first log in)

Toggle on any extra permissions such as whether this user can delete client records, export clients, and whether they can access Administration within Noted

Review the updated billing information and click Save

1. Navigate to Administration using the Switcher
2. On the Users page, select Create User and enter the new user’s details
3. Provide a username and email address
4. Assign the relevant Team(s) and enter an initial password (the user will be prompted to reset this password when they first log in)
5. Toggle on any extra permissions such as whether this user can delete client records, export clients, and whether they can access Administration within Noted
6. Review the updated billing information and click Save

Tip: To edit current users click on their name from the list of users

Note: When the user first logs in to Noted they will be prompted to reset their password.

How to create and update users within your organisation

Creating and managing users

Create a custom design with text, images, and links

Creating a user