Using tags

Learn about tags and how to use them.

Updated over a week ago

A tag is a way you can label a user (or administrator) account and then easily filter accounts by that tag.

For example, a teacher (administrator) has 100 students (users) in Conover Online and wants to be able to easily organize or filter their 100 students by class period. The teacher can create a "Period 1", "Period 2" and "Period 3" tag and then tag each student with the appropriate class period tag. Once completed, the teacher can now easily filter their list of 100 students down to just a certain class period. All features that show a list of users have an option to filter by a tag.

Anything can be a tag but other common examples of tags include class name, class period, teacher name, campus name and departments. Each account can have multiple tags associated with it if you wish.

NOTE: The System Administrator can add or modify any tag in the system. All of their tags are available to any Administrator in the organization. Administrators can also add their own private tags.

In order to find the tag management features, select the Home icon then select Tags.

Here are some additional topics you can get help with. Select the title to expand the contents.

How to manage tags

In the Tag Manager, you can add a new tag by selecting the Add tag button.

Add your new tag then select the Create Tag button.

You can also Edit a tag name or Delete a tab by selecting the corresponding link.

You can also view how may accounts (and which type) are associated with each tag. You can click on a number to view the list of these accounts.

Modifying the tags on an account

To modify the tags for one or more accounts, select View Accounts.

Choose the type of account that you would like to mofidfy tags for.

You can search for the account (or use the tag and group filters). Check the boxes in front of the account that you want to change the tag for.

In the toolbar that appears at the bottom of the screen, select Tag to a tag or Untag to remove a tag from these accounts.

A dialog box will appear. Click on Select and a list of available tags will appear. Choose one or more tags from this list. If a tag you need does not exist, you will need to use the Tag Manager to add the tag before you can use it.

Once you have your tag(s) selected, select the Save button. This will add or remove the tags depending on which option you choose.

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