Creating and managing user tags
User tags group users by role, region, or function. Instead of configuring permissions and assignments individually, you apply settings to a tag and all tagged users inherit them automatically.
TL;DR
Go to Account → Users → User tags. Click New User Tag. Tags control campaign assignment, calendar/resource access, start page, postal code restrictions, and department defaults. Link a user tag to calendar resource tags to automatically match users with resources. Use tag groups for organization only — they don't affect permissions.
5 things to know
Create a tag
Go to Account → Users → User tags. Click New User Tag. Enter a name (e.g. "Kontoret", "Sales team", "Region North"), select which users have this tag, and optionally assign a tag group. The tag is then available in campaign and resource settings.
Default user properties
Tags can set defaults for: Department, Position/Title, Start page (desktop/mobile), Start base location, Return base location, and Operable postal codes. Individual user values override these defaults — tags provide the baseline.
Link to calendar resources
In the "Link to calendar resource tags" field, select resource tags. Users with this user tag automatically get access to those resources when booking. Example: "Field technicians" user tag linked to "Company vans" resource tag.
Campaign assignability
Set "Assignable in these campaigns" to control which campaigns can automatically route leads to users with this tag. Useful for lead assignment automation — only users with the right tag appear as assignment options in those campaigns.
Tag groups
Tag groups are purely organizational — create them by clicking New Tag Group. Example: a "Regions" group containing "Region North", "Region South", "Region West" tags. Groups do not affect any permissions or functionality.
Common searches
user tag • create user tag • user group • tag permissions • user resource link • lead assignment tag
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