User Notes setup

Overview

The user Notes extension allows users to create notes on their profiles. This document provides instructions on setting up and using the User Notes extension.

Settings Page

Once you activate the User Notes extension, you will see the User Notes tab in Ultimate Member > Settings > Extensions. On this page, you can find the following options:

  • Notes per page - choose the number of notes per page.
  • Thumbnail image size - the size of the thumbnail image in pixels.
  • Excerpt length - excerpt length.
  • Read more text - change the text of the "Read more" button.
  • Load more text - change the text of the "Load more" button.
  • Enable download notes - users can download their notes in the *.pdf format,
  • Enable print notes - if enabled, users can directly print the note by clicking the print button
    • Additional options if download or print notes are enabled: 
      • Download button title 
      • Print button title
      • Enable print/download notes for non-logged in users
      • Save/print buttons position
      • Set button type

Adding a new note

The User Notes extension will add the Notes tab on the user profile where users can add notes to their profile.

Adding a new note can be done by clicking on the ' Add note' button. Users have the option to upload an image for the note, set a note title, and add text within the Add note dialog.

Also, it is possible to set the note's privacy and status (Published or Draft). Draft notes are visible only for the note's author. And you could select these privacy options:

  • Only me - your note, visible only to you. 
  • Everyone - a public note visible to all users/guests. 
  • If the 'Followers extension' is activated: 
    • Only people I follow - the note becomes visible only to the users whom you follow. 
    • Followers - the note becomes visible to all of your followers. 
  • Friends - a note visible to you and your friends.

User notes can be edited or deleted in the "Read More" modal window.

User Roles Settings

The user notes feature is initially enabled for all user roles on your website by default. However, you have the option to disable it for specific roles. Additionally, on the User Role settings in wp-admin>Ultimate Member> User Roles> edit a user role, you can customize whether the download or print feature is enabled or disabled for each user role.

Profile Tab Settings

Also, it is possible to set the "Notes" profile tab settings in Ultimate Member > Settings > Appearance > Profile Menu.