IN THIS ARTICLE
- 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
- Click on the Configuration tab in the main menu
- Select the Tags sub-tab from the drop-down list
- View the list of all the configuration option available
Configure user tags
- Click on the type field under User Tags
- Type the user tag
- Select the highlighted user tag
- 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
Click on Save button at the end of the page to finalise these configurations
View the confirmation that the configuration has been updated successfully
To categories users under these tags, refer to the users section under setup.
 |
NOTE Multiple user tags can be configured at the same time |