User Tags are key:value metadata applied to user records in the Admin Portal. They are used strictly for reporting and analytics purposes. Tags do not impact user access, permissions, or application behavior.
Use this reference when designing reporting structures, preparing bulk uploads, or troubleshooting tag-based filters in ANVL or Power BI.
Answer
User Tags provide structured metadata that supports filtering, segmentation, and rollups in reporting tools. They enhance analytics without affecting system access or workflow behavior.
Steps
To design or review a User Tag strategy:
Identify the reporting attributes you need (e.g., Job Title, Department).
Standardize tag naming conventions (e.g.,
Job Title:Foreman).Apply tags consistently through:
Bulk User Creation
Bulk Update Users
Inline edits in the Admin Portal
Confirm reporting tools (e.g., Power BI) are configured to use the relevant tags.
Validate report filters to ensure tags populate correctly.
Key Rules
Tags do not affect access
Tags are metadata only
The Job Title tag is supported in standard Power BI reports
Example of a User tag using the 'Job Title' tag
Standard Power BI reports support filtering by Job Title, which is populated from the User Job Title tag.
Watch Out For
Do not use User Tags to manage permissions or Group access.
Tags do not affect workflow availability.
Ensure analytics tools are configured to recognize and report on User Tags as intended.
Maintain consistent spelling and formatting to avoid reporting inconsistencies.
Additional Details
Job Role: Business Administrator | Permission Level: Admin / ANVL Web | Special Rights: Admin Portal