1. Home
  2. AccessAlly
  3. Private Notes & Homework
  4. How to Create Admin-Initiated Notes

How to Create Admin-Initiated Notes

With AccessAlly Pro, you can create admin-initiated notes that are specific to each user. This is an advanced feature, so make sure to follow the tutorial below to learn how to set it up:

What is an Admin-Initiated Note

An admin-initiated note is a note that a user can see, that is started by an administrator. Users will not see this note until it has been created for that specific user.

Creating the Note

This section will walk you through creating your admin-initiated note.

Step 1: Create the Note

Go to the page you want the note to appear on. Scroll down to the ProgressAlly Page Settings and click on Private Notes, click on the ADD NEW NOTE button, and then name your note and select ‘Admin-initiated comment’ for the type. Give your note some context and placeholder text.

Admin-Initiated Notes

Step 2: Add the note to the page

Scroll up to the content editing area in WordPress. Click on the AccessAlly shortcode adder button and select Private Note, then select your newly created note, and click on insert shortcode. Then publish the page.

admin-initiated note added to content

Initiating the note

This section will walk you through initiating the note so the specific user can see it.

Step 1: Initiate a Private Note

Go to ProgressAlly -> Private Notes, click on the Initiate tab, and select the Page with the note, then select the note and click on Create Notes.

Initiate a private note step 1

Step 2: Creating the user specific note

On this page you will need to click the Add Note button next to the user you want to see the note. In this example we will use Jane Jones.

Initiate a private note step 2

Step 3: Add your note

Add the text for your note and click on the Save button.

Initiate a private note step 3

What the user will see

The user will now be able to see the admin initiated note when they visit that page.

What the user sees

Updated on July 7, 2021

Was this article helpful?

Related Articles

NO QUESTION GOES UNANSWERED

If you have any questions, we're just an email away.

We take your success seriously, and you'll always get a speedy reply from a real person during business hours.

Opt-In-Laptop.png

AccessAlly is the #1 WordPress Course and Membership Solution for Industry Leaders

WATCH THE DEMO

You'll get follow-up emails about AccessAlly and new features. Opt out anytime. Full privacy policy here.