Online Help

How to create a tag

This guide shows you how to add a tag to the per-Site tag catalog so that operators can apply it to devices.

Tags are user-defined labels — production, dr-site, legal-hold, printer-pool, and so on — that you attach to device records to filter them later in inventory views and reports. The catalog is per-Site; a tag in one Site is not visible in another.

Tag creation is Administrator-only. Once a tag exists in the catalog, both Site Administrators and Site Users can apply it to devices they have access to.

Prerequisites

  • You are signed in as a Site Administrator.
  • You know the tag name and the color you want it to display in.

Steps

  1. Navigate to Admin Center > Site Settings > Customization > Tag management.
  2. Click + New tag.
  3. Fill in the fields:
    • Name — free text. Becomes the pill label that appears on device records.
    • Color — pick from the available palette (cyan, green, pink, orange, and others; the full set may vary by deployment).
  4. Click Save.

Verify

The new tag appears in the Tag management grid with Name, Color (rendered as a pill), and Usage = 0.

To confirm operators can apply it:

  1. Open any device record (Inventory > Devices > (device)).
  2. Switch to the Audit tab and find the Credentials and tags panel.
  3. The new tag appears in the Tags combobox. Picking it adds the pill to the device.
  4. The tag's Usage count in the catalog increments.

Removing a tag

Deleting a tag from the catalog removes the pill from every device that carries it. Devices keep their other tags. There is no per-device-only delete from the catalog view — for that, remove the pill from the device's Audit tab via the × on the pill (the per-device removal does not affect other devices).