How to assign tags to clients

Learn how to assign tags to single or multiple clients to organize and filter client data in the Back Office, enabling targeted views and management based on assigned tags

Use client tags to organize and filter client data in the Back Office. By assigning tags to clients, you can enable Back Office users, such as admins or managers, to only see clients with specific tags, while hiding others.

You can assign tags to clients manually (for details, refer to the instructions below Assign tags to a single client and Assign tags to multiple clients).

If you use jurisdictions, tags linked to a jurisdiction will be automatically assigned to clients, along with the jurisdiction, after registration, based on the selected country (for details, refer to How to create a jurisdiction).

Assign tags to a single client

To assign tags to a client:

1

Navigate to Clients > General.

2

Select the client and click the Edit button.

3

In the Client Tags dropdown, select one or several tags that you want to assign to this client. Press Enter after selecting each tag in the dropdown.

To view a list of available client tags or add new tags, navigate to System > Users > Client Tags.

4

Click Save to apply the changes.

The tags assigned to the client are displayed in the Tags column on the General page.

Assign tags to multiple clients

To assign tags to multiple clients at once:

1

Navigate to Clients > General.

2

Click the Select button in the upper-right page corner, and then select clients to which you want to assign tags by clicking client rows.

• To select all clients, click Select All.

• To unselect a client, click the corresponding client rows again.

• To unselect all clients at once, click Deselect.

3

Expand the Edit selected clients dropdown in the upper-right page corner, and then select Assign Tags.

4

In the Client Tags dropdown, select one or several tags that you want to assign to the selected clients. Press Enter after selecting each client in the dropdown.

5

To replace the existing client tags with the new ones, enable the option to Overwrite current values; otherwise, the new tags will be added to the existing ones.

6

Click Save to apply the changes.

The tags assigned to the clients are displayed in the Tags column on the General page.

See also

How to make an admin user see only specific clients