Creating and managing user tags
User tags allow you to categorize users into groups based on their role, region, department, or any other criteria.
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User tags allow you to categorize users into groups based on their role, region, department, or any other criteria. Tags make it easy to assign users to campaigns, control permissions, link users to calendar resources, and automate workflows.
What are user tags
Table of Contents
A user tag labels users of similar types, such as their roles, region, or function. Instead of managing permissions or assignments individually for each user, you can apply settings to a tag, and all users with that tag automatically inherit those settings. This is particularly useful for organizations with multiple teams or locations.
Accessing user tags
Go to Account → Users, then click the User tags tab at the top of the page. You will see a list of existing user tags and tag groups.
Creating a new user tag
Click the New User Tag button. Fill in the following information:
- Name: The display name for the tag (e.g., "Kontoret", "Sales team", "Region North")
- Users with this tag: Select which users should have this tag
- Tag Group: Optionally assign the tag to a group for better organization
- Link to calendar resource tags: Connect this user tag to specific calendar resource tags so users automatically work with certain resources
- Assignable in these campaigns: Choose which campaigns can assign leads to users with this tag
- Has calendar: Specify if users with this tag automatically get a calendar activated
Default user properties
User tags can set default values that apply to all users with that tag. These include:
- Department: Default department name
- Position/Title: Default job title
- Start page (desktop): Which page users see when logging in on desktop
- Start page (mobile): Which page users see when logging in on mobile
- Start base location: Default starting address for route calculations
- Return base location: Default return address for route calculations
- Operable postal codes: Which postal codes users with this tag can work in
These default values can be overruled by values set explicitly on individual users.
Tag groups
Tag groups help you categorize user tags to obtain a visual overview. For example, you might create a tag group called "Regions" and place tags like "Region North", "Region South", and "Region West" inside it. Tag groups are purely organizational and do not affect functionality.
To create a tag group, click New Tag Group and give it a name.
Linking user tags to calendar resources
When you link a user tag to calendar resource tags, users with that tag automatically have access to those resources when booking. This is useful for connecting sales teams to specific vehicles, rooms, or equipment.
Making tags assignable in campaigns
By selecting specific campaigns in the "Assignable in these campaigns" field, you control which campaigns can automatically assign leads to users with this tag. This is particularly useful for lead routing and automation rules.
Summary
User tags provide a powerful way to organize users and apply settings at scale. Create tags to group users by role, region, or function, set default properties that apply to all users with the tag, link tags to calendar resources and campaigns, and use tag groups for better organization. This makes user management more efficient and ensures consistent settings across teams.
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