Create Tags for Users

Tags for Users can be used to group Users together, which helps with allocating surveys and running reports.

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Steps

1. Select Setup in the navigation menu on the left.
2. Select Reps/Agents in the menu below.
3. Select Tags in the option menu (right side of the page).
4. Tags for Users is the last option on the page that opens.
5. Select Add Tag (blue button at the top middle of the page).
6. Enter the name / description of your new tag in the Description field.
7. Set Is Disabled to No if you want this tag to be active.
8. Select Save (green button at the bottom).