User tags are a convenient way to organize and group users.
Similar to our status tool, you can assign a tag to a user or group of users.
- Unlike our status tool, you can attach more than 1 tag to a user at any given moment.
- In a group system, tags can be attached to any head-unit or sub-unit.
- You can also filter by user tags to easily find a group of users and then perform any action on them like adding a product, sending them an email, or running a report.
Creating a New Tag
To create a new tag, click on the 'tag' icon next to a user, to the left of the star icon.
Click "Create new tag" at the bottom, and then set the name and color for the tag.
Applying a Tag
To apply the tag, select one or multiple users and you can add the tag in bulk.
Editing a Tag
You can easily edit a tag by clicking on the tag icon, then click "Edit Tag". You can change the name and the color of the tag.
Viewing the Tags
You'll be able to see the tag in the side panel that pops up, underneath the user's name.
In User Management, the tag icon will show the number of tags the user has associated with their record. If no tags are assigned, no number will show.
Removing a Tag
To remove a tag from a user, simply open the user side panel, hover over the tag you want to delete, and then click the "X" that appears.