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What are Group 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 yesterday

Answer

Group Tags are key:value metadata applied at the Group level in the ANVL Admin Portal. They are used to describe organizational context for a Group and are the main way ANVL supports reporting rollups, hierarchy modeling, and broader analytics structures.

Group Tags are important because ANVL does not use nested Groups for hierarchy. Instead, organizations model rollups such as region, business unit, or operating area through tags.

Group Tags do not control:

  • user access

  • permissions

  • workflow availability

They are primarily used for:

  • reporting and analytics

  • organizational rollups

  • hierarchy modeling

  • supporting consistent structures for integrations or cross-platform reporting


Steps

Review Group Tags in the Admin Portal

  1. Open the ANVL Admin Portal.

  2. Go to Group Management.

  3. Locate and open the Group you want to review.

  4. Review the existing Group Tags.

Design a tagging strategy

  1. Define how your organization wants to structure Groups for reporting.

  2. Decide which rollups are needed, such as:

    • region

    • business unit

    • operating group

    • program

    • subsidiary

  3. Standardize the tag keys and values before applying them broadly.

Apply tags consistently

  1. Use the same tag keys and values across all Groups that should roll up together.

  2. Review for consistency before making bulk changes.

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

What Group Tags are

  • key:value metadata stored at the Group level

  • fully customizable by your organization

  • used to describe where a Group fits in the business structure

Example:

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

Required Group Tag

groupType is required for all Groups.

Accepted values:

  • UAT = Demonstration or testing sites

  • PROD = live operational sites

This tag supports deployment and reporting logic.

How Group Tags are commonly used

Organizations often use Group Tags to support rollups such as:

  • business units

  • regions

  • operating areas

  • programs

  • subsidiaries

If your organization also uses other Benchmark Gensuite applications, Group Tags can help support consistent reporting structures across platforms. Common examples may include tags used for broader enterprise reporting alignment.

Important notes

  • Group Tags are how ANVL models hierarchy for reporting.

  • They do not grant or remove access.

  • They do not control workflow deployment by themselves.

  • Inconsistent tag values can break rollups or make reporting harder to trust.

  • Tags used for cross-platform reporting or integration support should be reviewed carefully before broad rollout.

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