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Video Tutorial
Note: in order for you to receive admin notifications, you must configure the “Admin emails” option in ProgressAlly -> General Settings -> Private Notes
Note: The IDs for notes are unique, so if you delete notes the numbers will not change.
Types of Notes:
Currently, there are five different types of Private Notes:
Private Course Note
The Private Course note type allows a user to write down notes specific to the module / course. The admin(s) will NOT be notified when the user writes down a note. Users can update their own notes as often as needed.
This is a great option if you want your course users to take notes on the materials in your online courses/membership site.
User-specific question and answer
This note type can be used for one-time questions asked by your course users. Admin(s) can then reply to the questions. Once the reply has been sent, the user will be notified and they can no longer change/alter the text in the note section.
Admin-initiated comment
An admin-initiated comment allows admins to add a comment / content to a page that is specific to each user. The users are not notified when the comment is created, nor can they reply to the comment – it will simply appear as text on a page.
Use this to make your course pages even more personal for each user!
Admin reviewed answer
This note type is used in conjunction with the Note objective. The corresponding note objective is only marked as completed when the admin(s) approve the submitted content.
When the user submits content via this note type, the admin will be notified. Then, the admin can review the answer and approve it. Once approved, the user will be notified and can no longer change the note content.
Custom
The custom note type includes additional customization options (shown below) so you can mix and match features to create your own note type.
This functionality is extremely useful if you want to set up a Coaching Client dashboard to upload client calls or videos. See the full tutorial for setting that up here.
Create Notes for Teams
Team leaders can view and reply to private notes submitted by child users of their team. Learn how here.
Private Note Member Avatars
By default, the WordPress avatar of a member will be pulled from Gravatar. However, if you’re using AccessAlly’s member profile functionality to let people upload a new profile image, you will want to enable these images to load for Private Notes.
Here’s what this will look like:
Simply go to AccessAlly -> Settings -> General Settings -> Display Settings.
Then check the box called “Member Profile Image”, to enable AccessAlly profile images to be shown instead of default WordPress profile images.
You can also decide if you want to show these profile images on the front end to your members (not just administrators).
Go to ProgressAlly -> Settings -> Private Notes and enable the checkbox for profile images:
