Tag Users and Bulk Edit Tags
Tag users with skills, roles or locations, straight from the user profile or across many users at once. Tags show as a column and a filter in the user table, and they are what assignment filters search for when you staff activities by attribute.
Available from Zegeba 4.13.
Before You Start
- The tags themselves are managed on the Tags screen under Resources; see Tags.
- You need administrator access to edit users.
Steps
Tag one user
- Open Users and select the user.
- On the Details tab, find the Tags field.
- Pick the tags that describe the user, a location like Oslo, an occupation like Welder.
- Select Save. The tags show on the user's row in the table immediately.
Bulk edit tags
- In the user table, select two or more users.
- Select Bulk Edit.
- In the drawer, choose a Tag action:
- No Change: tags are left alone.
- Add tags: add the selected tags, keeping what each user already has.
- Replace tags: swap every selected user's tags for the selected set.
- Remove tags: take the selected tags off the selected users.
- Clear all tags: remove everything.
- Pick the tags and select Save. The change applies to every selected user at once and shows in the table immediately.
Find users by tag
The user table shows a Tags column by default, and the filter bar has a Tags filter, so "everyone tagged Boiler" is one selection. See Users Overview and Customize User Table.
FAQs
Do tags change what a user can access?
No. Tags label people for search, filtering and assignment. Access is controlled by roles; see Users Overview.
Where do the tags in the list come from?
From the Tags screen under Resources > Tags, where an administrator manages the whole set. If a tag you need is missing, it is created there, not on the user.
What does Replace tags do to tags I do not select?
It removes them. Replace swaps every selected user's tags for exactly the set you pick; use Add tags to keep what they already have.
