• User Tags: Overview
  • Navigate to the Tags configuration page
  • Configure user tags

User Tags: Overview

User tags are used to bucket a group of users under categories.

Example: Users can be categorised based on their responsibilities or designations

User tags are useful in the following scenarios:

  • While viewing users under the users view, tags can be used as the basis
  • User activity report can be filtered based on user tags
  • All notifications can also be done based on user tags 

Navigate to the Tags configuration page

  1. Click on the Configuration tab in the main menu
  2. Select the Tags sub-tab from the drop-down list
  3. View the list of all the configuration option available

Configure user tags

  1. Click on the type field under User Tags
  2. Type the user tag 
  3. Select the highlighted user tag
  4. Select the option 'Allow only tags defined above (i.e. no user-defined tags)' if new tags should not be allowed at the stage of user setup
  5. Click on Save button at the end of the page to finalise these configurations

  6. View the confirmation that the configuration has been updated successfully

  7. To categories users under these tags, refer to the users section under setup.

Multiple user tags can be configured at the same time