To add a tag to a user, users need to select a user from the CTU Admin page. When the user is selected, on the right-hand side of the screen, the user will see the editing section populated with the selected user’s information.
At the bottom of the editing section for the campaign there is the ‘Tag Groups:’ area.
Users will notice that there are 3 boxes on the users Tags Groups;
Directly Applied to this User
Here, users can assign Tags to the user by selecting the white area where it states, ‘Add Tags…’. Doing so will open the box further to reveal available/previously created tags to select.
Hovering over a tag will expand the blue tab to add it to the selected list.
Once the user has clicked the blue tab the tag will show in the area above, where it previously said ‘No Tags’ (If there are already tags there, the newly selected tag will be added to them).
Inherited from Team
Here, any tags assigned to Teams will be displayed (If the team the user is in has inherited the tag from a campaign, it will show in the ‘Inherited from Campaign’ box below). Tags cannot be added here.
Inherited from Campaign
In this box, the Tags assigned to any campaigns the user is associated with will be shown. Tags cannot be added here.
Once the user has added the required tags to a User, they must save the changes in the top right of the CTU Admin page.
