Yes, You can allow 1 or more staff additional time by adjusting their “Days To Enter Notes” in their Staff Profile. Manager > Staff Profile > Staff Name > Edit > Scroll Down > General ShareNote Settings. 0 is the default, meaning it defers to the setting in Preferences. Update this number to give this […]
If you do not see the name of other staff listed in the Staff Manager, it is due to being assigned a location in your profile and the staff you are looking for are either assigned to a different location or are not assigned any location. Go to Profile, Locations, and remove your assigned locations […]
If your name appears multiple times in the Staff Manager, it is because you are assigned to multiple locations.
To reactivate an inactive client, you would go to your Client Manager under your Managers tab and check the box at the top that says “Show Inactive Clients”. Once the list populates you can click the green Reactivate link on the right side of the listing. To reactivate staff, you would go to the Staff […]
In order to change your password, click on the Edit My Profile link located on the upper right side of every page in ShareNote. Once in your Staff Profile, on the right below the listing of your certifications, enter your old password and then your new password. Confirm your new password by retyping it in […]
To retrieve your PIN, click on the Edit My Profile link on the upper right side of any page in ShareNote. Once in your profile, click on the Signature tab and click on the link that says “Click Here to Retrieve PIN”. You will then be prompted to answer your challenge question (the answer is […]
This retrieval method will only work if you have a valid email address added to your Staff Profile. If you do not have a valid email address, please contact your ShareNote administrator. From the ShareNote.com login page or main page, enter your ShareNote Username. Click the “Forgot Password” link. Your password will now be emailed […]