User Tags

by | Sep 5, 2023 | Directories | 0 comments

Overview:

User Tags are a powerful tool that allow you to identify, categorize, and segment users within your directory in the unique ways your building needs. There are many uses for this feature, but here are a few examples of ways in which cove clients are currently using tags:

  • tag users who have signed fitness center waivers
  • tag remote vs. in-person employees
  • tag users for individualized communication

Where Can I See User Tags?

User Tags are visible from the user directory and individual profiles as a Building Administrator or Tenant Administrator. Users cannot see the tags associated with their profile.

User Directory

Individual User Profile

Creating User Tags

  1. Navigate to the Directory section of the cove dashboard.
  2. Click on Tags.
  3. Click on + Create Tag.
  4. Fill out the Tag information:
    • Tag Name: Keep this short so it’s easier to see in the dashboard
    • Status:
      • Active: Tags that are actively being used
      • Disabled: Tags that are no longer in use
    • Description:Write a more detailed description so your tag name can stay short.
  5. Click Save

Assigning User Tags

  1. Navigate to the Directory section of the cove dashboard.
  2. Click on Users.
  3. Select the users you would like to tag.
  4. Click on Action (number) Button at the top.
  5. Select Add Tags.
  6. Select the desired tag from the dropdown menu.
  7. Click Save.

Removing User Tags

  1. Navigate to the Directory section of the cove dashboard.
  2. Click on Users.
  3. Select the users for which you would like to remove a tag.
  4. Click on Action (number) Button at the top.
  5. Select Remove Tags.
  6. Select the tag you would like to remove from the dropdown menu.
  7. Click Save.