How do I assign tags to user accounts?

Once you have created a User Account, you can assign a Tag to the account's record.

 

Before you begin...

Ensure that you have created the relevant Tags before you assign one to a User Account.

To assign a tag to a user account

1. Navigate to the People page. 
   Go to Setup> Overview> User Accounts or Setup> People
2. Select the user's record. A menu appears.
3. Select Edit.
   
   The User Account details appear.
   
4. Navigate to the Tags that were created in Tags & Costcentres.
   
5. Select the appropriate options.
6. Click the Save button. The Tags are applied to the user account.