How to create a tag?

A tag is a colored label you can attach to members, groups, sites, devices, or gadgets to organize and filter them. Follow these steps to create one:

• Go to the Tags section.
• Click the New tag button in the top right corner.
• Fill in:
  • Name — for example, VIP, Cleaning, Floor 2. Pick something short and recognizable.
  • Color — pick a color so the tag is easy to spot in a list.
  • Applies to — check the object types this tag should be available for. You can pick one or several:
    • Members — to label people.
    • Groups — to label groups of permissions.
    • Sites — to label a building or location.
    • Devices — to label physical hardware.
    • Gadgets — to label individual openings (doors, gates, etc.).
• Click Submit to save.

The tag is now ready to be assigned. See How to assign tags for the next step.

Tips for choosing what a tag applies to

• Only check the boxes you actually need. A Floor 2 tag is probably only useful for Devices and Gadgets, not for members or groups.
• A tag can always be edited later to change its name, color, or what it applies to.
• If you uncheck an “Applies to” option for a tag that is already assigned to objects of that type, those existing assignments are not removed automatically — you should clean them up manually.