---
title: How to use the Notes plugin
description: Let users create and manage their own private notes in your app. Customize access, tagging, and formatting options.
---

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# How to use the Notes plugin

## Let users create and manage their own private notes in your app. Customize access, tagging, and formatting options.

The Notes plugin lets users create and manage personal notes within your app. Each note is private and tied to the individual user's login. Users can format text, add images, and organize their notes in a simple, streamlined interface.

---

### **Requirements**

- Availability of this feature depends on your account configuration. If you don’t see this option in your Control Panel, contact your account administrator.
- Users must be logged in to create and view notes.

---

### **How to use the Notes plugin**

1. Log in, go to **Builder** in the left navigation
2. Click the **+** button at the top left to open the **Plugin Marketplace**

     1. Search for **Notes**, then click **Add Plugin**
     2. Name your plugin and choose whether to add it to the side menu, then click **Add**
3. Click the **Security** tab

     1. Turn on **Require Login** to restrict access to logged-in users
     2. (Optional) Add tag-based restrictions and choose whether to match **any** or **all** tags
4. Click the **Tagging** tab

     1. Add behavioral tags that apply when a user opens this feature
5. Click the **Purchase** tab

     1. Turn on **Require Purchase** to enable
     2. Choose your product type (e.g., Single Purchase or Subscription)
     3. Upload an image, fill out purchase details, and add success/failure messages
6. Click the **Analytics** tab

     1. View usage data such as daily views, and top users
7. Click the **Language** tab

     1. Customize default terms and phrases such as "Search Notes" and "Empty State"

---

### **Pro tips**

- To test it out in the preview, make sure you are logged in, and then click the **+ icon** to create a new note.
- The **Search bar** at the top of the plugin allows users to search within their saved notes.
- Each note is saved to the individual user profile—no one else can see it.

---

### **Troubleshooting tips**

- If the note editor isn't appearing, confirm the user is logged in.
- If image uploads aren’t working, check image size and format compatibility.
- If the plugin is locked, verify that purchase or tag settings are configured correctly.

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