This is only a brief overview of user tags, we will go over them more in-depth later on when we learn about users, user filters, and hierarchies
Users are generally tagged with 1 hierarchy tag at the location, region, or all locations level of the business.
These tags when matched with user filters and location tags associate the users to the locations they are responsible for managing.
Tagging users is part of how we ensure that users only see the data they should see on the platform.
Users can be tagged with other informational tags in addition to their hierarchy tags.
We have some organizations that tag auditors and then combined with rules we can ensure that only auditors submit audits or can edit audit answers.
In order to add a user tag, Select Admin on the left side dashboard and then select Users.
If you have already created the tag, you can start typing that tag name in the box labeled Tags, and it should appear
Once you see it, click on it and it will be added to the user.
If there are two options for the same tag name, you should select the bottom option, which is the option that already exists in the system.
You are also able to create a new tag while in the user if it doesn’t already exist.
To do so, type out the full tag name into the box titled tags, and once you are done, click on it in the dropdown that appears
If you create a new tag while in the user, it will only be saved if you save that user, otherwise it will not be
Users should generally only be tagged with one tag to associate them with their level in the reporting hierarchy.
Location users should be tagged with their location tag.
The above store users should be tagged with a tag associated with their district or region.
Corporate employees who work with all locations should be tagged with All Locations.
You are not limited to these tags, you can add more as well to build out the hierarchy, but these are necessary in order to maneuver the platform correctly.