What Is The Purpose Of Tags On Users / Teams?
Tags specified on users and teams have three purposes: - Allow you to view details without having to open each user or team's form
- Example: job title, business unit, experience level, etc.
- Allow you to more conveniently search for users or teams
- Example: searches from the "All Users" and "All Teams" views include tags
- Allow you to specify who the performance targets should be when creating a plan
- Example: when creating an individual plan, you can specify the target users by tag
Related Articles
Why Do Some Of My Users Have Tags I Did Not Create?
When you add users, and you specify job titles, we automatically add those job titles as user tags. This is useful when you design an incentive plan as it allows you to target users having a certain position / job title.
Are Teams And Territories The Same Thing?
Yes and no. All territories should be represented as a team. However, groups of employees should also be represented as a team. For example, if you have a "Northwest" territory, it should be represented as a team. At the same time, if you have a ...
How Can I Add Users To A Team?
You can add users to teams from different places: From a user form: Login to your workspace On the left pane, click on "Users > All Users" Search for the user Click on the user row Click on the "Teams" tab (if needed) Click on "Add to Teams" in the ...
Who Can View Teams And Their Details?
Only full and limited admins can view teams. There is currently no way to hide specific teams from specific limited admins. To learn more about different roles, click here. To learn more about limited admins, click here.
Who Can Create, Update, Or Delete Teams?
Only full admins can create, update, or delete teams. Limited admins cannot create, update or delete teams. To learn more about different roles, click here. To learn more about limited admins, click here.