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How to Use Tags for User Management

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2 mins read

Tags are a powerful tool for organizing and categorizing users, enabling better management and segmentation. This guide provides step-by-step instructions on how to create, assign, and manage tags efficiently. Whether you're an administrator or a team member, using tags will help streamline user management and improve system organization.


Step 1: Access Tags 

  • Navigate to 'People', Click the dropdown and Select 'Tags'.
  • Click 'Add Tag' in the Right side.

KB 1 - TAGS



Step 2: Create a New Tags

  • Enter the Tag Name in the designated field.
  • Choose a color for the tag to help with visual identification.
  • Click "Save"—your tag is now successfully created!

  • KB 2 - TAGS



    Step 3: Assign tag to users

    1. Go to 'Users', Choose any users from the lists then 'User Details' displays. Scroll to Bottom, Click 'Add Tag' and choose your Existing Tags.
    2. Select 'Edit' to go the tags Creation Page.

    KB 3 - TAGS



    Step 4: Save the assigned tags

    Here is the page to Select the required tags and Click 'Save'.
    KB 4 - TAGS



    Step 5: Search for tags

    Enter the Tags in the Search Engine that Hovers in the Below.

    KB 5 - TAGS


    By following these steps, you can effortlessly create, assign, and manage tags for users, ensuring a more organized and efficient system. Tags help with better segmentation, making it easier to categorize, locate, and manage users as needed.

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