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School: Custom Tags

Create custom tags and assign them to students/staff

Kate Mattison avatar
Written by Kate Mattison
Updated over 3 weeks ago

After reading this article you will be able to...

  • Create a Custom Tag

  • Assign tag to...

    • Existing students in the student tab

    • New students

  • Assign tag to staff role


Create a Custom Tag

If a staff member only needs permissions to view a certain group of students, you can create custom tags linked to individual students. You can then assign a staff role to a custom tag, so the staff member can only view those students.

To Add a Custom Tag:

  • Click Settings from your left navigation​ menu​

  • Click Custom tags from the submenu​

  • Click + Add custom tag at the top of the page

  • Select an owner location, enter a name and optional description​

  • Click Add custom tag


Assign tag to...

You can assign tags to students already in your student list, or when adding a new student in Clinician Nexus

Assign a custom tag to already existing students:

  • Click the Students tab from your left navigation menu

  • Select each student you would like to assign a tag to, by clicking the checkbox next to their name

  • Click edit x students at the top of the page

  • Scroll to the bottom and select the tag dropdown

  • Click on the tag you'd like to apply to the selected students

  • Click update students

Assign a custom tag while you are adding a new student:

  • Click Students from your left navigation menu

  • Click + Add student from the submenu

  • Enter the student's program, full name, email address, student type, year of study, graduation date and custom tag.

  • Click Add student


Assign tag to staff role

You can assign staff members to custom tags to restrict their view down to only the rotations and students that have a custom tag applied to them.

To Assign Custom Tag to Staff Role:

  • Click Settings from the left navigation menu

  • Click Staff from the submenu

  • From the list, click on the staff member to edit

  • In the person's information window, edit their staff role to restrict by custom tags, and select the desired tag

  • Click Save


Have more questions? Please reach out by clicking the chat icon in the bottom right corner of your screen from 8am-6pm CT, Mon-Fri.

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