❖ Heads up! This article is only intended for Site Managers.
User tags are a tool that you can use to quickly filter volunteers by specific keywords that you've assigned to them. These keywords can help you keep track of users you've tagged so that you can quickly email them, review their data as needed, or even schedule them in bulk!
This is a great alternative to creating a filter since the filter can change as new users are added to your site. With a User Tag, you can create curated lists that only change when you add or remove the tag from selected users.
User Tags are private and only accessible to you and other managers, including Site Managers and Advanced Program Managers.
Some automatic user tags are applied in the system to users. For example, when a user is imported, an automatic tag with the date they were imported is applied, e.g., May 1, import. However, you can also create custom User Tags to apply to specific users!
ℹ️ So you know: Some sites have language overrides. This means you may see Needs instead of Opportunities, Agencies instead of Programs, or Prerequisites instead of Qualifications. You may also see different menu options than the ones in the examples since all sites are set up differently.
Adding Custom User Tags to Select Users
Go to Volunteerism > Users.
Filter the users you want to apply a custom user tag to with the User Filter.
Select Add/Remove Tags from the Select An Action dropdown.
Type the custom User Tag you want to add.
Click Update Tags to save your changes! Now you have a curated list of users with that custom User Tag that you can filter for whenever you need to!
To remove a tag, follow the same steps, but select Remove the following tag from the dropdown menu before you type the tag and click Update Tags.