Tags play a crucial role in organically grouping users with diverse affiliations. A user can be assigned multiple tags, allowing flexible categorization based on projects, work crews, or shared interests. For example, you can create a tag for a Runners Club where employees participating in the club can be easily identified. Additionally, tags can be employed in reporting functions, offering a dynamic way to analyze user data.
Adding Tag
Navigate to the Structure tab, scroll down to the tags section and Click or tap the "+Add Tag" button.
Fill in the following details:
Name (Required): Choose a name that is relevant to your organization, recognizable by other admins, and known to roles utilizing the portal.
Add users to this tag (Optional): You can copy and paste single or multiple email addresses to assign users to the tag. This step is not mandatory during tag creation and can be done later.
Save your tag by clicking or tapping the "Save Tag" button.
Click HERE to read about the differences between Groups and Tags.