Team leaders can view and reply to private notes submitted by their team members.
When to use this feature
Allowing team leaders to reply to notes submitted by members of their team can create a more socially interactive hub for each team license account.
It’s best used when the notes are created in such a way that it’s helpful and necessary for a team leader to be the one answering them.
For example, if you’re selling a course about SEO, you might have homework notes dedicated to in-house implementation.
Step 1: Enable Feature in Back End
In ProgressAlly > Settings > Private Notes, change the setting from “only admins can reply” to “allow other users to reply”.
Step 2: Create Your Private Notes
Create a private note as you normally would (tutorial).
Make sure you are creating the note on a page that a team member has access to.
Step 3: Add the Note in the Team Display
When setting up the team display for the team leader account (AccessAlly > Teams > Setup > Display), make sure to add the notes to the child display area:
If there are multiple notes you would like the team leader to respond to, please add each one separately.
When the team display shortcode is added to the team management page, the notes will show up automatically next to each user:
What Happens If You Can’t See the Note?
The exact appearance/functionality of your note setup depends on the type of note you’ve created.
In most cases, team leaders can only reply if the team member have added a note first.
If you’d like team leaders to be able to initiate notes, we recommend adding a note for “admin-initiated” private notes, which can be used as an intro / welcome message for the team members.