This article is intended for administrators, managers and employees. If you want to
understand more about access profiles, click here.
Private notes can provide a private and secure space to make notes about a relevant point or your connections.
You are the only one who can view them. In other words, even if you determine a person you want to record a note about, that user won't have any access. Also, managers and administrators do not have access to team and company notes.
How to register a Private Note?
Step 01
On the profile page, click on the ‘+’ button and select Feedback:
Step 02
In the new window, select the Private Note option:
Fill in the boxes with the information as shown in the steps below:
Choose who you want to register a note about;
Write what you want to register in the text box.
To complete and save the note in your profile, click on Send.
How to view Private Notes?
Here you will learn how to view your private notes.
It is extremely easy to view your private notes registered at Elofy.
Step 01
Access your feedback query screen via the Upper Menu on Elofy:
Step 02
In the query screen, filter by Private Notes type:
Once you have registered a private note, you can delete or edit it by clicking on the three dots on the right side of the screen, as shown in the image above.
One-on-one conversations and private notes
With your manager or your team members, using one-to-one conversations, you can see the private notes about the user you are talking to. To learn more about this, click here.
And that's it!
If you have any questions, please contact us, we will be glad to help!