Client Tags

View, add, and manage client tags to control which clients are visible to Back Office users. Tags can be assigned manually or automatically using jurisdictions

On this page, you can view and add client tags. Assigning tags to clients enables you to filter the client list for Back Office users, such as admins or managers, so they only see clients with specific tags, while other clients remain hidden.

Tags can be assigned to clients either manually or automatically after client registration when using jurisdictions.

The following information is provided about each client tag:

ID

The identifier of a client tag.

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Caption

The name of a client tag.

To update a client tag, click the Edit button located in a tag row, and then specify a new name for the tag.

See also

How to assign tags to clients

How to create a jurisdiction

How to make an admin user see only specific clients