How do I assign tags to user accounts?

Modified on Tue, 10 Dec, 2024 at 3:06 PM

Once you have created a User Account, you can assign a Tag to the account's record.

Before you begin...

Ensure that you have created the relevant Tags before you assign one to a User Account.

Navigate to the People page.
Go to Setup> Overview> User Accounts or Setup> People
Select the user's record. A menu appears.
Select Edit.

The User Account details appear.
Navigate to the Tags that were created in Tags & Costcentres.
Select the appropriate options.
Click the Save button. The Tags are applied to the user account.

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