Guide
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User & Group Management
Manage Groups & User tags
Create User tags
1min
Who can do this:
- Anyone with the Tags (editable) and Users (editable) permission
Your organization may be using a hierarchy, tags, or a combination of both.
Tags are often used to assign content to a custom selection of users, outside of your existing Groups and Teams.
Follow the steps below to create a tag.
To create a User tag:
- Go to Admin ➤ Tags. By default, the Users tab is selected.
- A list of your User tags, if any, is displayed.
- Click Add and in the dialog, enter the following:
- Title: This is how the tag will appear across the dashboard, such as in the Availability sections, or if adding user self-tagging as a form field.
- ID name: This is auto-filled for you. If you want to add user self-tagging to a form, indicate the tag category by adding a prefix followed by an underscore (e.g., Location_Boston).
- If you want, select an icon. This could represent the category of tag.
- Under Admin Availability specify the hierarchy level that will have access to this tag (with the relevant permissions), whether it’s top-level admins, or specific Groups or Teams.
The new tag now appears in your User tag list.
Updated 25 Jan 2025
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