ADMIN: User Website and Internal Tags

ADMIN: User Website and Internal Tags

As Admin, you can create tags that you can attach to your users and website.

Internal Tags is a great way for you to categorize your users into groups. Some companies use tags like "Luxury Agent" or "Farm and Ranch Specialist". This gives you a quick way to sort through your users on your User Management Dashboard. You will be able to see which tags are associated with each user on your agent roster.  

User Website Tags are tags that admin can create to attach to their users to display on the brokerage website. You can assign up to three tags per user . These tags will display on the users page for that user on your brokerage website. (i.e. if you have a Luxury Agent, you can create a Luxury tag and that tag can display on an agent's callout on your Agent page). These tags can also be searchable if someone is searching to find an agent to fit their needs. 

Internal Tags

To create tags that you can attach to your users:
  1. Go to your User Management Tab and select Users. 
  2. On your User Management dashboard, select Manage Tags in the upper right hand corner. This pops open a box where you can create and manage tags that you create for both your users and website.
  3. Select the Create New link.
  4. Type in the name of the new tag that you want to be able to attach to users.
  5. Hit the checkmark and repeat the process until you have created all of your user tags (don't worry - you can always come back here and create more if needed).
  6. You will now see those tags populate in the list below where you can edit them, delete them, or change the color of that individual tag.
  7. If you want to use that tag for your users, be sure the Display Internally section is toggled on.
  8. Select Done to go back to your User Management Dashboard.
To attach tags to users:
  1. Go to your User Management Tab and select Users.
  2. Select the three dot action button associated with the user you want to add tags to and select Edit.
  3. On the User Details tab, locate the Tags widget on the right hand side of the screen.
  4. Select the tags that you want to attach to this user under the Internal Tags sections.
  5. Press Save in the upper right hand corner. 
To remove tags from users in your roster:
  1. Go to your User Management Tab and select Users.
  2. Select the three dot action button associated with the agent you want to add tags to and select Edit.
  3. On the User Details tab, locate the Tags widget on the right hand side of the screen.
  4. Unselect the tags that you want to remove from the user.
  5. Press Save in the upper right hand corner.

Website Tags


To create Website Tags that you can attach to display for users on your website:
  1. Go to your User Management Tab and select Users. 
  2. On your roster, select Manage Tags in the upper right hand corner. This pops open a box where you can create and manage tags that you create for both your agents and website.
  3. Select the Create New link
  4. Type in the name of the new Website Tag. 
  5. Hit the Checkmark and repeat the process until you have created all of your Website Tags (don't worry - you can always come back here and create more if needed).
  6. You will now see those Tags populate in the list below where you can edit them, delete them, or change the color of that individual tag
  7. Make sure the Display on Website toggle is on.
  8. Select Done to go back to your Roster Dashboard.

To assign Website Tags to an agent:
  1. Go to your User Management Tab and select Users.
  2. Select the three dot action button associated with the user you want to add tags to and select Edit.
  3. On the User Details tab, locate the Tags widget on the right hand side of the screen.
  4. Select the tags that you want to display for an user on your brokerage website.
  5. Press Save in the upper right hand corner.
To remove Website Tags from an User:
  1. Go to your User Management Tab and select Users.
  2. Select the three dot action button associated with the user you want to add tags to and select Edit.
  3. On the User Details tab, locate the Tags widget on the right hand side of the screen.
  4. Unselect the Tags under the Website Tags section. 
  5. Press Save in the upper right hand corner.













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