---
title: "Assigning tags to categories"
slug: "assigning-tags-to-categories"
description: "Control user access to categories by assigning tags, making them visible or hidden based on specific tag assignments. Learn how to manage tags effectively."
updated: 2026-08-21T15:51:39Z
published: 2026-08-21T15:51:39Z
canonical: "help.cintra.co.uk/assigning-tags-to-categories"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.cintra.co.uk/llms.txt
> Use this file to discover all available pages before exploring further.

# Assigning tags to categories

Assigning tags to a category controls which users can see that category when raising a claim. You can use tags to make a category available only to users with specific tags, or to hide it from them entirely.

> [!TIP]
> **Example**: If you have a **Department** tag with values of *Development* and *Sales*, you could make a category visible only to users with those tags assigned, or conversely hide it from anyone with those tags.

Before assigning tags to a category, ensure the relevant tags have been created. See [Introduction to tags](/payroll/docs/creating-and-editing-tags).

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image(379).png)

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image-FJF9R4CG.png)

### **Assigning tags to a category**

1. Go to **Setup > Categories**.
2. Click the **Edit** icon on the relevant category record.
3. Scroll down to the section containing the tags.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image(377).png)

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image-WB3DDMOR.png)

1. Select either of the following options for each tag:
  - **Available for Any User with:** the category is visible only to users who have the selected tag assigned to their account.
  - **Unavailable for Any User with:** the category is hidden from users who have the selected tag assigned to their account.
2. Select the relevant tag values.
3. Click **Save**. The tags are applied to the category.

### Assigning tags to categories via import

If you are assigning tags to categories in bulk via import, enter tag codes in the relevant column in comma-separated format, e.g. DEV, MAR, SAL. See [Importing and exporting categories](/payroll/docs/importing-and-exporting-categories).

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image(380).png)