How to add tags on the platform

 

 

Who can add tags on the platform?

IZI admins, Super admins, Zone HSE Coordinators, Zone HSE Managers, Subsidiary admins, Technical admins, Supervisors, EE Directors and Company managers  can add tags on the platform.

 

How to proceed?

There are two approaches for tag addition: Single tag insertion and Adding tags to multiple accounts.

 

• Adding tags to a single account

Adding tags to a single User account

Step 1: Access the Users listing section

Navigate to the "Listing" section.

Under "Listing," select the "Users" tab.

 

Step 2: Locate the user and access the edit mode

Find and click on the specific user you want to tag. A window with the account details will appear.

Inside the user's account details, click the "Edit" button.

 

Step 3: Add tags and validate them

Scroll down to locate the tag section. It's at the bottom of the window.

Input the desired tag.

Click "Validate" to save the added tag.

The tag has been successfully added to the user's account.

Note: If the tag already exists on the platform, it will appear in the dropdown list of available tags. Alternatively, you can create a new tag by typing it, and the system will automatically add it for future use.

 

Adding tags to a single Company account

Step 1: Access the Companies listing section

Navigate to the "Listing" section.

Under "Listing," select the "Companies" tab.

 

Step 2: Locate the company and access the edit mode

Find and click on the specific company you want to tag.

Inside the company's menu, click the "Edit" button.

 

Step 3: Add tags and validate them

Scroll down to locate the tag section. It's at the bottom of the window.

Input the desired tag.

Click "Validate" to save the added tag.

The tag has been successfully added to the company's account.

Note: If the tag already exists on the platform, it will appear in the dropdown list of available tags. Alternatively, you can create a new tag by typing it, and the system will automatically add it for future use.

 

• Adding tags to multiple accounts

Adding tags to multiple Users accounts

Step 1: Access the Users listing section

 

Step 2: Select the users you want to tag

In the section where users are listed, select the checkboxes located in front of the names of the users you wish to tag, by clicking on them.

 

Step 3: Add the tags

Locate the "Group Actions" button and click on it.

In the group actions menu, choose "Tag Elements".

Click on "Add Tags".

A window asking to mention the tag will pop up on your screen, input the desired tag.

Input the desired tag.

Click "Add" to confirm the tag addition.

The tag has been added to the selected users.

Note: If the tag already exists on the platform, it will appear in the dropdown list of available tags. Alternatively, you can create a new tag by typing it, and the system will automatically add it for future use.

 

Adding tags to multiple Companies accounts

Step 1: Access the Companies listing section

Navigate to the "Listing" section.

Under "Listing," select the "Companies" tab.

 

Step 2: Selecting the users you want to tag

In the section where companies are listed, select the checkboxes located in front of the names of the users you wish to tag , by clicking on them.

 

Step 3: Add the tags

Locate the "Group Actions" button and click on it.

In the group actions menu, choose "Tag Elements".

Click on "Add Tags".

A window asking to mention the tag will pop up on your screen, input the desired tag.

Input the desired tag.

Click "Ok" to confirm the tag addition.

The tag has been added to the selected companies.

Note: If the tag already exists on the platform, it will appear in the dropdown list of available tags. Alternatively, you can create a new tag by typing it, and the system will automatically add it for future use.