Creating or Deleting Tags on the Settings Tab
Tags are used to organize users into more targeted groups, such as pods, buses, conference rooms, etc. The Tags page is located on the Settings tab.
A user can be assigned multiple tags. For example, User A may be tagged with “pod 1” and “Schedule MF”.
Note: There is no limit to the number of Groups and Tags you may add to the platform.
Tip
To help with contact tracing, use Tags to group people who are regularly exposed to each other and are used to track proximity. This could be based on seat location, teams, classrooms, transportation preferences etc.
Creating a tag
To create a tag:
- Click the Add button at the top of the Tags widget.
- Enter the name of the tag.
- Click the Add button.
Tags may be batch updated by selecting users on the Users tab, exporting the information, then editing the .csv file by entering all the pertinent tags in the tag column, comma separated. Previous data is overwritten so all relevant tags must be entered.
Deleting a tag
To delete a tag:
- Click the check box next to one or more tags.
- Click the Delete button at the bottom of the Tags widget.