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Tags Reference

Reference for the per-Site tag catalog: list view, fields, application paths, and RBAC.

Admin Center > Site Settings > Customization > Tag management.

List view

Column Type Description
Name String Free text. Rendered as a colored pill on device records.
Color Enum Pill color. Values include cyan, green, pink, orange. The full palette may vary by deployment.
Usage Integer System-calculated count of devices currently tagged with this tag.

Toolbar: Default View ▼ / + New tag / Filter / ⋯ / ⚙️.

Fields on the create form

Field Required Description
Name yes Pill label. Free text.
Color yes Pill color from the available palette.

Application paths

A tag from the catalog can land on a device through three paths:

Path Trigger Configured by
Manual Operator opens the device's Audit tab → Credentials and tags panel → Tags combobox and picks the tag. Site Administrator or Site User.
Segment auto-tag New device discovered on a Segment that has the Auto tag option set. Site Administrator (per Segment).
Audit Agent auto-tag Device audited through an Audit Agent whose site-level Auto tag setting is on. Site Administrator (Admin Center > Site Settings > Settings > Audit agent settings).

A device can carry many tags. Each tag application bumps the catalog's Usage count for that tag by one.

Removing a tag from a device

Operators remove a single tag from a single device by clicking the × on the tag pill on the device's Audit tab. The catalog entry and all other devices' assignments are unaffected.

Removing a tag from the catalog

Deleting a tag from Tag management removes the pill from every device that carried it. Devices keep their other tags.

Constraints

  • Tags are per-Site. A tag in one Site is not visible in another Site.
  • The full color palette may vary by deployment. Treat the four observed colors as a baseline.
  • Auto-tagging applies on next discovery or audit; it does not back-fill devices already in the inventory.

RBAC

Action Site Administrator Site User
Open the catalog yes no
Create a tag yes no
Delete a tag yes no
Apply / remove a tag on a device (manual) yes yes
Configure auto-tag on a Segment yes no
Configure Audit Agent auto-tag yes no