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.
Related Articles
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 ...
Who Can Create, Update, Or Deactivate Users?
Only full admins can create, update, or delete users. Limited admins cannot create, update or delete users. To learn more about different roles, click here. To learn more about limited admins, click here.
When Should I Create A Team?
You should create a team when: You want to represent a territory Teams allow you to measure the sales performance of territories (and reward team members / managers) You want to represent a group of users Teams allow you to create sales incentive ...
When Should I Create a New Workspace?
You should create a new workspace when: You are currently using a demo workspace and are ready to configure a production one You have multiple business units, and want to isolate each business unit's sales incentive management from other ones You ...
How Can I Add Users?
You can use the following methods to add users: Manually using Quick Add Add a single user by filling a form You can copy/paste data from any spreadsheet editor Manually using Bulk Add Edit a spreadsheet directly from the web interface You can ...