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At a Customer level, view and configure tags via Service Desk> Manage Tags

Managing Tags

To delete a Tag Category and all keys, right-click and select Delete Category.

To create a new tag, click the 'Add Tag' button.

To edit Tag Category name or add/edit/ delete a Tag Categorykey, right-click on a tag category then click 'Edit' or 'Delete Category'.To delete a Tag Category and all keys, right-click and select Delete Category.

To edit a Tag Category, right-click and select Edit.

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Add a Tag

Give your Tag Category a name and add a minimum of 1 key.

1. To add a key click '+'.
2. Key values and associations are optional.
3. To add additional keys, enter a new key name and click '+'. Note that the Key must be unique.

Click the 'Save' button to save your Tag Category.

Edit a Tag

Use To edit or delete an existing key, use the symbols to the right of the key.keys to edit (pencil) or delete (trash can) an existing key, 

Tag Privacy 

Tags made by upstream entities are private to entities downstream, whilst all tags made by downstream entities are visible to all upstream entities.

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