ADMIN: Managing User (Internal) and Website Tags

ADMIN: Managing User (Internal) and Website Tags

🏷️ Managing User & Website Tags

As an Admin, you can use tags to categorize your team and highlight their expertise on your website. There are two types of tags:

  • πŸ“ Internal Tags: Used for organization (e.g., "Farm & Ranch Specialist"). These help you sort and manage your team from the dashboard; they are not visible to the public.

  • 🌐 Website Tags: Displayed on your brokerage website (e.g., "Luxury Agent"). You can assign up to three website tags per user to help clients find the right agent.


1. ✨ How to Create and Manage Tags

Follow these steps to build your library of available tags.

  1. Navigate to User Management 

  2. Click Manage Tags  in the upper right corner.

  3. Select Create New, type the tag name, and click the checkmark.

  4. Set the Visibility:

    • Toggle Display Internally "On" for administrative use.

    • Toggle Display on Website "On"  to make the tag available for public profiles.

  5. (Optional) Customize the tag by changing its color 🎨 or editing the name.

  6. Click Done πŸ™Œ to return to your dashboard.


2. πŸ–‡οΈ How to Assign or Remove Tags

Once your tags are created, you can attach them to individual users.

  1. In the User Management dashboard, locate the user you want to edit.

  2. Click the three-dot action button and select Edit.

  3. Locate the Tags widget  on the right side of the screen.

  4. To Add: Check the boxes for the tags you wish to apply (Internal or Website).

  5. To Remove: Uncheck the boxes for the tags you wish to remove.

  6. Click Save πŸ’Ύ in the upper right corner.

πŸ’‘ Pro Tip: Remember that while you can use many Internal Tags, you are limited to three Website Tags per user to keep your site layout clean and professional!

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