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

Adding a tag:

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Managing Tags

To create a new tag, click the 'Add Tag' button. To edit or delete a Tag Category, 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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Adding a Tag

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

1. to To add a  a key you must click on '+'.
2. Key values and associations are optional.
3. to To add additional keys, enter a new key name and select click '+'.

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

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edit or delete an existing key, use the symbols to the right of the key

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Tag Privacy

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

Tag Inheritance

Tags can be inherited, that is:

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