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Configuration and Management

For business partners, tags are accessed via the top menu under Service Desk> Manage All Tags - Preview.

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

How to add

Adding a

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tag:

1. Select Add Tag.Image Added
2. Give your Tag Category a name and add a minimum of 1 key.
   1. to add a  key you must click on +
   2. Key values and associations are optional
   3. to add additional keys, enter key name and select +
3. Click the Save button to save your Tag Category.
4. To delete a Tag Category and all keys, right click and select Delete Category.
5. To edit a Tag Category, right click and select Edit.
   1. To edit a key, use the symbols to the right of the key to add modify or delete 

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For business partners, Tags may be private and not visible to customers or public and available to all users, including all customer users.   

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