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Add or Remove a Special Role or Tag on a Person

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Level: System Administrator

The default tags are managed in configuration, see Tagging.

You can apply a special role tag to a person to indicate they have a requirement such as OHS Requirement, Needs a sit-to-stand desk, Needs dual monitors. Or you can apply a tag to a person to indicate they have a special role such as Fire Warden, First Aid Officer, or Floor Warden. 

Remember to consolidate your tags for consistency across your organization as this will reduce duplicate or similar tags.

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Add or Remove a Special Role

To add or remove a special role, complete the following:

  1. Navigate to Resources > People Directory.
  2. Search for the person.
  3. Select the person. The edit person form displays.
  4. In the Roles field, either enter a tag or select a tag that displays as you type. You can apply more than one tag to a person.
  5. Click the Update Person button. The person's details are saved.

To remove the special role, click the X icon on the special role's name.

Add or Remove a Tag on a Person

To add or remove a tag, complete the following:

  1. Navigate to Resources > People Directory.
  2. Search for the person.
  3. Select the person.
  4. Select the person. The edit person form displays.
  5. In the Roles field, either enter a tag or select a tag that displays as you type. You can apply more than one tag to a person.
  6. Click the Update Person button. The person's details are saved.

To remove the tag, click the X icon on the tag's name.