How to Enable Tags

Learn how to enable different tags to improve data visualization and analysis.

As we continue to collect data on unique users, Tags help us run occupation, sport, position, or capability-specific analyses using our data lake. Tags are organized by industry with many different subcategories. See below for examples and tutorials on how to enable Tags.

Enabling Tags for a Team

  1. From the Organization home page, select a Team
  2. On the next screen, toggle to Settings
  3. Click "User Tags"

    User Tags
  4. Select all relevant categories for your Team. The four categories we currently have include Health, Job, Military, and Sport.
  5. Each category has few to several subcategories, and subcategories have one level below them still. Think of this as Vertical > Category > Tag.
    1. Health > Population > Special Considerations
    2. Job > Field > Position or Job Duty
    3. Military > Job Function > Specialty
    4. Sport > Specific Sport > Position
  6. Scroll up to the top of the screen to view the Tags underneath each category. All specialties are automatically enabled. Click to disable, if desired.
    Soccer Tags
  7. Once finished, click "Save Changes" at the bottom of the screen
    Save Changes

Tags an Existing User from Cloud

  1. Navigate to the User list from the Team dashboard
  2. Click the User's name who you would like to tag, then click the Edit icon in the Bio section of their Profile

    User Bio Square-1
  3. Scroll to the bottom of the edit screen, and use the User Tags section to select all relevant tags for that User
    Screen Shot 2022-03-30 at 10.38.31 AM
  4. Click "Save Changes" once finished
    Save Changes

Tag a New User

  1. In order to Tag new Users you are adding to a Team, first enable Tags by following the steps in the top section of this page under Enabling Tags for a Team
  2. Tag a New User from Cloud:
    1. Follow the steps in this tutorial to add a User from Cloud
    2. In the Tags field, select all relevant Tags
    3. Continue through the remainder of the tutorial and click "Add" when finished
  3. Tag a New User from CSV import:
    1. Follow the steps in this tutorial to add Users from a CSV import
    2. Follow the instructions under step 8e to Tag Users in your upload
    3. Continue through the remainder of the tutorial to upload