To add a tag to a Group/Room, for the purposes of reporting, training, or documentation - first you must add this tag as an option.

Create Group Tags and Room Tags

1. On the left navigation under “Administration”, click on “Data Manager”.

2. On the top navigation, click “Tags”.

3. Near the top of the page, you will see three options - “Room Tags”, “User Tags”, and “Group Tags”. For this example, we will be using “Group Tags”. The same steps will be used for the other options.

4. Click “Group Tags”.

5. To search if your tag already exists, use the filters area near the top of the page.

6. To add a new tag, click on “Create New Tag” directly under the filters area.

   1. Add Tag Name and Description, and set the Status to “active”.

   2. Click “Save”

7. The tag will now appear on the list below. 

   1. You may “Edit” this tag to change the name or description. 

   2. You may click “List” to see everywhere this tag is used.

Add Tag to a Group

1. On the Left Navigation under “Administration”, click on “Data Manager”.

2. On the Top Navigation, click “Groups”.

3. Find your Group using the filters near the top of the screen.

4. To the right of your group, click on the “View” icon.

5. At the top of the Groups page, click on the Pencil “edit” icon next to the Group Name.

6. At the bottom of this screen, you will see the “Group Tags” area. Click into the “Enter Group Tags” search bar.

   1. Start typing the name of your tag until you see it appear in the list. Once you see it, click on it. It will now appear under the “Group Tags” area.

   2. Click “Save Changes”