Tags

Create a New Tag

1. Navigate to “System” > “Tags”

2. Click “Add Tag” button

3. Enter the name of the tag into the “Name” field and select assignable to Clients by using the toggle
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Assigning to a client means that this tag will be able to help filter those data sets as well.

4. Click “Save”

Edit a Tag

1. Navigate to “System” > “Tags”

2. Select the line item that you’re editing and edit the details that are displayed on the right-hand side of the screen

3. Click “Save”

Delete a Tag

1. Navigate to “System” > “Tags”

2. Select the line item that you’d like to delete

3. Click “Delete”