❖ Heads up! This article is intended for Shift Site Admins.
By the end of this article, you will be able to:
Add and create custom Member Tags
Use tags to quickly filter and search for members
Apply tags to streamline reports, emails, schedules, and more
Overview
Member Tags help you group and organize members for easier management. Tags are private to admins and can be used to filter members when sending emails, reviewing reports, checking schedules, and performing other site actions.
Adding Member Tags
Click the Members button.
Select the three dots for the member you want to add a member tag to.
Click View profile.
Select the + beside Tags.
Search for a tag you've already created to add to the member or create a new one!
Creating New Member Tags
To create a new member tag, click the + beside Tags on the member's profile.
Type the new tag in the Search tags field.
Click + Create new tag. Now you can use that tag for future tagging!
Using Member Tags
Tags can be used to filter and search for members when searching for members to:
Sending an Email
Filtering Reports
Filtering the Activity Feed
Reviewing Schedules
Searching for Members in the Members Panel
