What are Tags and how are they used?
Tags are used as a quick filter reference to help administrators track leads, messages and sibling who are not yet registered on the Waitlist.
System Administrators are Tag Managers, and are the only role in the System that can create or delete tags. All other users can then use the created tags as needed.
How to create tags as the System Manager:
1. Navigate to Settings
2. Select Edit on the service
3. Select Tag Settings from the left hand side menu. Displayed on the screen will be all created tags. From this screen, administrators will be able to:
- Add New tags
- Delete existing tags
4a. By typing in the name of the tag within the Create Tag bar, once ready select 'Add' to embed.
4b. Selecting 'Delete' will move administrators to a confirmation screen. To delete, the administrator will select 'Ok' to embed the action on the system.