Assigning tags to user accounts

You can assign tags to a user account to categorise claimants by department, location, or other groupings defined in your organisation.

Before you begin

Ensure the relevant tags have been created in Setup. See Creating and editing tags XX.

Assigning tags

1. Go to Setup > People and select the relevant user's record.

2. Click Edit. The user account details appear.

3. Scroll down to the tags created in Tags.

4. Select the appropriate options.

5. Click Save.