Admin Notes on Team Members

Shelf allows Administrators and Owners to add private notes to any team member's profile. Notes are workspace-scoped — a note added in one workspace is not visible in any other workspace — and are only visible to Admins and Owners.

This feature is useful for:

• Onboarding notes or equipment agreements
• Flagging outstanding equipment returns or custodianship context
• Recording operational reminders about a specific team member

Who Can Use This Feature

Only the note author can delete their own notes. Admins cannot delete notes written by other admins.

Adding a Note to a Team Member

1. Navigate to Settings > Team
2. Click on the team member's name to open their profile
3. Select the Notes tab
4. Type your note in the text field
5. Click Save to add the note

The note will appear immediately below the input field, attributed to your name with a timestamp.

Viewing Your Own Notes

To see all notes that have been written about you by administrators in this workspace:

1. Click your avatar or profile link to open My Profile
2. Select the Notes tab

Notes are per-workspace, so only notes written within the current workspace are shown.

Deleting a Note

Only the person who created a note can delete it:

1. Open the team member's profile and navigate to the Notes tab
2. Click the ⋯ (three dots) menu next to the note you wrote
3. Select Delete
4. Confirm the deletion in the dialog

Deletion is permanent and cannot be undone.

Important Considerations

• Notes are workspace-scoped: adding a note in Workspace A does not appear in Workspace B, even for the same team member.
• Notes are private to admins and owners: Self-Service and Base users cannot see notes, even notes written about themselves.
• There is no limit to the number of notes per user.