How to add notes for back office users on the Back Office Dashboard?

The Notes section in GuardsPro provides a convenient way to record and share important information related to back-office users. Notes can be added directly to a user’s profile to capture updates, reminders, instructions, or other relevant details for future reference.

Keeping notes within the relevant user profile makes it easier for back-office users to access important information and stay informed whenever needed.

✅ This guide will walk you through the steps to add notes for back office users on the Back Office Dashboard:

🏢 Step 1: Navigate to Security Team  

• From the main menu, click on Security Team.
• Select Back Office Users. 
• Click on the user profile for which you’d like to add a note.

📝 Step 2: Add a New Note  

• Go to the Notes tab.
• Click on New Note.

✍️ Step 3: Enter Note Details  

• Add a title and description for the note. 
• You can also attach a file if needed.
• Click Add.

📂 Step 4: View & Manage Notes 

• Click directly on the note to check its details and view any attachments added. 

• Using the three‑dot menu, you can edit or delete the note whenever required. 

• Additionally, you can use the Action button to delete multiple notes quickly and the Search option to easily find any note within the profile. 

🎯 That’s it! Adding and managing notes for back office team members on the GuardsPro Dashboard is simple and efficient. By following these steps, you can create, view, edit, search, and manage notes seamlessly, keeping your team’s information organized and accessible.

For further assistance, feel free to contact the GuardsPro Support Team anytime.