User Guide

How to tag a device

This guide shows you how to apply an existing tag to a device so you can group it by role, location, project, or owner for later filtering and reporting.

Prerequisites

  • The tag already exists in the site catalog. Only Administrators create tags via Admin Center > Site Settings > Customization > Tag management.
  • You have access to the site that owns the device.
  • The device is in Inventory (it has been audited at least once).

Note: Tags can also be applied automatically. A Segment's Auto tag option applies a chosen tag to every device discovered on that segment, and the site-level Audit agent auto tag applies a tag to every agent-audited computer.

Steps

  1. Navigate to Inventory and open the device. See How to find a device.
  2. Switch to the Audit tab.
  3. In the Credentials and tags panel, click the Tags combobox.
  4. Select the tag you want to apply. The tag pill is added to the field.
  5. The change is saved automatically.

Remove a tag

  1. On the Audit tab, locate the tag pill in the Tags combobox.
  2. Click the × on the pill to remove it.

Verify

After applying the tag you should see:

  • The tag pill displayed on the device's Audit tab.
  • A Last modified by <user_email> on <timestamp> stamp updated on the panel.
  • The tag pill rendered in the Tags column of the Inventory grid for that device.
  • The tag's Usage count incremented in Admin Center > Site Settings > Customization > Tag management.

Filter Inventory by tag

Once tags are applied, use the Inventory grid's Customize View > Filter to filter by tag and persist the filtered grid as a saved view. See How to create a custom view.