👤 This guide applies to the Funds module and is relevant for users with the Administrator, Fund Manager, and Fund Reviewer role.
What Are Tag Groups
The Tag Groups feature has been updated so that tags are now created and managed at a higher level. You no loner need to recreate the same tags for every Fund. Previously, tags were set up within each individual Fund setting. Now, Tag Groups are created once and can be used across any number of Funds.
This guide explains how the updated process works, including step-by-step instructions for locating Tag Groups, creating a new Tag group, adding tags to that group, understanding admin-only tags, and how Fund users interact with tags when submitting claims.
Tag Groups are reusable collections of tags that appear as dropdown fields on Fund submissions (e.g. Claims, Approvals). They are:
Reusable across multiple funds.
Linked to a submission type (Claim, Claim Item, or Pre-Approval).
Role-sensitive, with admin-only functions if needed.
What Has Changed 🚀
Previous Process
Tags were located in MyFunds → Select a fund → Fund Settings → Tags.
Tags and their groups had to be created individually, each time within each Fund, even if the same tag was used elsewhere.
New Process
Tag Groups are now located elsewhere in the hierarchy. Navigate to Funds then select Settings → Tag Groups, avoiding unnecessary duplication within individual funds.
Tag Groups only need to be added once, with their associated tags, and can be applied across multiple initiatives, streamlining approvals and reporting. This reduces admin time and ensures teams are using consistent classifications.
Funds Managers can also create Admin-Only Rule Tag Groups for internal review use.
This update removes duplicated setup, standardises tagging across submissions, and simplifies how teams classify and review fund claims. With tags unified at a higher level, your workflow becomes faster, clearer, and easier to manage.
How to Create a Tag Group
Click Add Tag group (top right).
In the popup modal:
Enter Name: The name of the Tag Group that appears in submission forms.
Provide a Description/Instruction: Optional guidance for Funds users.
Determine submission type Tag Group is Attached To: Claim, Claim Item, Pre-Approval.
Select Admin Only status: Turn this on to create an Admin Reviewer only Rule.
Make Active: Keep this on to make the Tag Group available.
Click Save.
How to Add Tags to a Tag Group
Add Tags to your new Tag Group, by clicking the Arrow Icon under the Actions column of the Tag Group, then:
Click Create Tag
Enter a Tag name.
Toggle Active to make the tag available in the Tag Group during submissions.
Click Save.
You can add as many tags as needed.
How Fund Users See Tags
When a user submits a Claim or Pre-Approval, all active Tag Groups attached to the submission’s Initiative Type appear as required fields.
Fund Users only see and select from Active Tags. After a Fund Reviewer has assigned a Rule tag, the Fund User will be able to see the Rule tag in their submission (Claim or Pre-Approval).
Admin-Only Tags
👤 This section applies to the Funds module and is relevant for users with the Fund Manager and Fund Reviewer role.
Fund Managers and Fund Reviewers can assign tags like Unresolved Infraction via admin-only Rules. These help standardise internal review notes and improve tracking without relying on freeform text.
Fund Managers and Fund Reviewers select from these tags during submission review.
Types of Tag Groups
Different types of Tag Groups may be used depending on the workflow and setup:
Type of Tag | Function |
Claim Tag Groups | Tags applied at the overall claim level. |
Pre-Approval Tag Groups | Tags used when requesting pre-approval for spend. |
Rule Tags (Admin Only) | Internal-use tags applied during the review process. These are visible only to Fund Managers and Fund Reviewers. |
FAQ
Can Tags be customised per fund?
Can Tags be customised per fund?
No, tags cannot be customised per fund but you can assign specific Tag Groups to certain initiatives.
Are Admin-Only Tags visible to Fund Users?
Are Admin-Only Tags visible to Fund Users?
Yes, Admin-Only Rule Tags are visible to Fund Users for transparency and clarity, once applied to their submission by a Fund Reviewer, but only Administrators, Fund Managers, and Fund Reviewers can assign them when reviewing submissions.
How can I archive a Tag or Tag Group?
How can I archive a Tag or Tag Group?
You can archive a Tag or Tag Group by toggling the Active switch, to make them inactive.
Do all Tag Groups show on Submissions?
Do all Tag Groups show on Submissions?
No, not all Tag Groups show on all submissions. Only those that are:
Attached to the form type (Claim, Claim Item, Pre-Approval etc)
Active
Assigned to the relevant Fund.
Related Topics 📚