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Company tags

Note

Required role to open the page: account_admin, portfolio_manager, manager, company_security_manager or compliance_manager Required role to add, remove or import: account_admin or manager

Company tags is the list of tags that projects and modules can carry. Open it from Administration → Settings → Company tags.

📸 Screenshot: the Company tags page with the import panel and the tag list.

Add a tag

  1. Select Add new tag.
  2. Enter the Name, 2 to 50 characters. Use only lowercase letters a-z, digits 0-9, a colon : and a minus -, for example customer-facing or team:payments.
  3. Optionally add a Description.
  4. Select Add tag. A name that an active tag already has is refused.

Import tags from CSV

Use Import tags from CSV to create many tags at once.

  1. Prepare a semicolon-separated CSV file of up to 1 MB. The first line holds the column names Name;Description. Select (see sample) for an example.
  2. Select Browse... and choose the file. The page shows Expected results with the lines it can import and the lines with an error, such as a duplicate or an invalid name.
  3. Select Import CSV to create the tags. Clear results resets the panel.

Remove and re-activate

Remove in a row moves the tag to the removed list. Select View removed tags to see it, and Re-activate to bring it back. View active tags returns to the normal list.