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Users tags

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You can define multiple tag lists with the labels and values of your choice, to be set up with your customer success.

Tag visualization

The visualization of each tag can be adjusted according to permission profiles.

At the level of an employee, tags are visible:

  • On the profile page, in the main information block
  • On Manage a career, in the employee information banner

Employees are not informed of the tags assigned to them, unless the configuration grants them access to this information.

 

Dedicated filters will allow you to find employees based on their tags, in the different pages of Analytics, Find an expert, and Career development.

 

Tag assignment

The assignment and removal of tags for employees are subject to a dedicated permission.

From the profile, use the main actions button.

 

From Career development, the action is located in the three-dot menu.

 

A dedicated window will allow you to assign and remove tags for this employee.

 

We do not allow the creation of new tag values directly via the platform. These must be defined with your Customer Success manager.

Note that tags can also be assigned and removed anytime from the employee framework.