Tags

This article is for: SideDrawer Console users

What Are Tags?

Tags are labels that you can add to help you search, sort, and filter elements in your SideDrawer Console.

Adding tags to your Drawers helps you manage and organize your SideDrawers menu, by filtering based on categories that are important to you, such as region, user type, or advisor group.

How Do Tags Work?

In the Productivity->Tags Management menu, you can create the tags that are useful to you, and group them into hierarchies.

From this menu, or from the Accounts->SideDrawers menu, you can assign tags to SideDrawers.

Once tags are assigned, you can use the filter tool in the SideDrawers menu to search, sort, and filter your SideDrawers by tag.

Tags Hierarchy

Tags are organized in three layers: Category, Tag, and Sub-tag.
This hierarchy lets you easily manage grouping of tags, and organizing your SideDrawers into useful segments.

For example, you could set 'country' as a Category, 'region' as a Tag, and 'city' as a Sub-tag.
This lets you apply 'Canada' at the country level, with provinces like Ontario and Quebec as regions, and Toronto and Montreal as cities.
When viewing clients' SideDrawers, you can view everyone in Canada, just the Ontario residents, or just the Toronto accounts.
Also, if you apply the 'Toronto' tag to a SideDrawer, it would automatically apply 'Canada' at the country level and 'Ontario' at the region level.

Activating Tags

The Tags feature can be activated or deactivated at the tenant level, meaning you can turn it on or off for your environment.

To activate Tags, go to Settings -> Affiliates in your Console, select the 3 dots to the right of the Affiliate name, and click Manage Client UX to open the UX menu:

Scroll down to the Feature Management section, and toggle Enable tagging to the 'on' position:

Finally, scroll down to the bottom of the screen and click Confirm:

When your browser refreshes, you will now see Tag Management as an item in your Productivity menu:

Productivity->Tag Management Menu

This is where you create and manage all Tags for your environment.

In this menu, you can create tags, assign them a level in the hierarchy (category, tag, sub-tag), edit existing tags, or delete tags that you no longer need.

Creating a Tag

Click on New Tag at the top right

In the pop-up, enter the Name for your new tag.

If the new tag is a sub-category of an existing tag, you can choose to nest it under a parent tag in the second row.

In this example, the new tag, ontario, will be nested under the parent tag, canada

Select Confirm to create your new tag

Naming conventions:

tags are always in lower case, and the system will automatically apply dashes if you type spaces or special characters.

For example, if you type "new@tag 2", you will see "new-tag-2"

The purpose here is to ensure consistency, so that if you have different team members creating tags, you won't end up with one tag called "Canada1," another called "canada1," and a third called "Canada 1"

Once you name your tag, you can assign it to an existing hierarchy.

If the tag is level 1/category tag, just skip this step - later, when you create the level 2 and level 3 tags for this group, you'll be able to assign them to this level 1 tag.

You'll see a pop-up confirming that the new tag has been created.
Select Close to go back to the menu, or Submit to continue to translations

The Translations menu lets you customize how your tag will appear in the different available languages.

For a tag like "canada," this can stay consistent across all languages.
But for something more specific, like "account-management," you may want to add translations, to determine how it will appear to users who select a different display language.

Once you confirm, you'll see a final confirmation screen.
Select Back to edit a previous selection, or Close to go to the main Tag menu: