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Manage Organization Tags
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Contents

Manage Organization Tags

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Article summary

Important

This can only be done by an Admin.

Note

Any changes will be applied to all users under your company account.

Creating an Organization Tag

  1. Head to the following page. Alternatively, click on "Administration" from your side menu, open the "Customization" category and then the "Organizations (clients/departments)" category then click on "Customize organization tags".

Administration 1.png

Customization.png

Organizations.png

Customize organization tags.png

  1. Click on "Add a new tag".
    Manage Organization Tags 1

  2. Enter tag name, select a color and click on "Add".
    Manage Organization Tags 2

Editing an Organization Tag

  1. Head to the following page. Alternatively, click on "Administration" from your side menu, open the "Customization" category and then the "Organizations (clients/departments)" category then click on "Customize organization tags".

Administration 1.png

Customization.png

Organizations.png

Customize organization tags.png

  1. Click on the pencil icon next to an organization tag.
    Manage Organization Tags 3

  2. Edit fields and color then click on "Save".
    Manage Organization Tags 4

Deleting an Organization Tag

  1. Head to the following page. Alternatively, click on "Administration" from your side menu, open the "Customization" category and then the "Organizations (clients/departments)" category then click on "Customize organization tags".

Administration 1.png

Customization.png

Organizations.png

Customize organization tags.png

  1. Click on the trash icon next to an organization tag.
    Manage Organization Tags 5

  2. Click on "Delete".
    Manage Organization Tags 6

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