Tag Management

Managing tags

Administrators (or those with the Update Organization permission) can establish tags to be used specifically for Profiles, Accounts, Devices, and Cases within the settings area. Tags are entirely future-facing; meaning that if a tag is deleted, all files that have that tag will continue to carry that tag.

If you have the appropriate permissions and want to edit tags, navigate to Settings -> Organization Settings -> Tags.

Add, delete, or edit as needed.

A note on editing tag names: if a tag name has changed, it will not be indexed for search on existing cases until that case is interacted with. For this reason we encourage using extreme caution when changing tag names.