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What Are Group (Site) Tags and How Are They Used?

Explains how to use Group Tags to model organizational hierarchy, reporting rollups, and integrations in ANVL.

Written by Lauren Baird
Updated over a week ago

Group (Site) Tags are key:value metadata applied at the Group level in the Admin Portal. They are the primary mechanism for modeling organizational hierarchy, enabling reporting rollups, and supporting scalable analytics structures in ANVL.

This article is a reference to help you design and understand Group Tagging strategies before creating, editing, or bulk-updating tags.


Answer

Group Tags describe organizational context at the Group (Site) level. They are fully customizable and used primarily for reporting, hierarchy modeling, and analytics rollups. Tags do not control user access, permissions, or workflow availability.


Steps

To design or review a Group Tag strategy:

  1. Define how your organization structures sites (e.g., by region, business unit, operating group).

  2. Determine which rollups are required for reporting.

  3. Standardize naming conventions for tag keys and values.

  4. Apply tags consistently across all relevant Groups.

  5. Confirm the required groupType tag is correctly set for each Group.


What Group Tags Are

  • Key:value metadata applied at the Group (Site) level

  • Used to describe organizational context

  • Fully customizable per organization

Group Tags do not control:

  • User access

  • Permissions

  • Workflow availability


Using Group Tags for Custom Hierarchy Rollups

Rather than enforcing fixed fields, ANVL allows you to define tags that reflect your organization’s structure, such as:

  • Business units

  • Regions

  • Operating areas

  • Programs

  • Subsidiaries

Example (illustrative only):

[   { "businessUnit": "Manufacturing" },   { "region": "Midwest" },   { "operatingGroup": "Plant Operations" } ]

The tag names and values are defined by your organization.


Required Group Tag: groupType

  • The groupType tag is required for all Groups

  • Used for reporting and deployment logic

Accepted values

  • UAT – Demonstration or testing sites

  • PROD – Live operational sites


Benchmark Gensuite Alignment (If Applicable)

Group Tags do not control integrations between ANVL and other Benchmark Gensuite applications.
However, they can be used to support consistent reporting and aggregation across platforms, especially when building custom reports.

For organizations using ANVL alongside other Benchmark Gensuite applications, Group Tags may be used to:

  • Align site hierarchy concepts across platforms for reporting consistency

  • Support custom reporting and rollups that span ANVL and other applications

Common examples (naming conventions vary by organization):

  • bmgsOrg

  • bmgsSubOrg

Tags that are intended to support cross-platform aggregation or enterprise reporting should be reviewed with Subscriber Support or your account representative to ensure they align with reporting and data models.


Additional Details

Job Role: Business Administrator | Permission Level: Admin / ANVL Web | Special Rights: Admin Portal

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