Adding Tags to your participants will allow you additional opportunities to organize program participants. You may need to follow up with a subset of participants, want to share resources with certain participants, or track other categories for participants. All this can be completed through Tags.
Navigation
Login to your RiseKit account at Staff Portal.
Move your mouse toward the left-hand navigation.
You should see links that show the following options:
Organization
Chat
Candidates
Resources
Surveys
Click on Candidates.
Search for the user you need to add a tag to.
Search for the user name
Click the three dots on the right side and choose Update User Profile.
Under Edit User Details, locate the Tags section and enter the Tag for this user.
Once you're finished, select Apply Changes.
How to Use Tags
One way to use tags is to filter users by specific tags.
From the Candidates tab, use the Filters drop-down menu.
Enter the Tag you want to filter by, and then choose Apply Actions.
Only the users with that Tag will be shown.
To learn to save filtered views into a TAB for easy access - review How to Create Tabs to Organize Participants.