To find out what Tags are, please see the Tags section of the help guide by clicking here.

In the navigation > MORE > TAGS you can create tags by clicking the green Add Tag Button.

To edit a Tag click on the pencil icon to the left of the tag name in the list.

To add a Tag to a Team Member, navigate to the their details page, scroll down to find the 'Tags' pane. You can start to type in the form to search for a Tag or click inside the form to select a Tag from the list.


A good example of using tags is if certain Team Members have a particular tag assigned to them e.g. 'First aider' and you wish to share documents only users who have the 'First aider' tag associated with them. You can find more information on sharing documents with Team Members in the File Storage lessons here.

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