How can we help you?

What are User Tags?

User Tags allow Staff members to label any users with custom labels, making it easier to organise, filter, and manage onboarded accounts based on specific criteria. 

This feature enhances user management by providing a flexible way to categorise users for various operational needs, such as grouping learners by course progress, interests, roles, or other attributes.

Benefits of User Tags:

• Flexible Organisation: Create custom tags that suit your unique requirements.

• Easier Filtering: Quickly find and select users based on their tags, making it faster to manage enrolments, communication, and reporting.

• Improved User Management: Apply tags for grouping users, enabling bulk actions such as enrolments, messaging, or report generation.

How to Create and Manage User Tags

Creating User Tags:

1. Navigate to the Xen Admin Panel.

2. Go to the Users tab.

3. Select the Manage Tags option from the sidebar.

4. Click Create New Tag.

5. Name the Tag and, if needed, add a description for context.

6. Click Save to create the new tag, which will be available for assignment.

Assigning Tags to Users:

1. Go to the Users tab in the Xen Admin Panel.

2. Select one or more users from the list.

3. Click on the Bulk Actions dropdown.

4. Choose Assign Tags and select the desired tags from the list.

5. Click Apply to assign the tags to the selected users.

Managing Tags at the Individual User Profile Level:

1. Go to the Users tab and select a user to open their profile.

2. Navigate to the Tags sub-tab within the user's profile.

3. This sub-tab displays all tags currently assigned to the user.

4. To add more tags, click the Add Tags button and select from the list.

5. Save changes to update the user's tags.

Filtering Users by Tags:

1. Navigate to the Users tab.

2. Locate the Tags column in the Users table.

3. Click on the filter icon in the Tags column.

4. Start typing the name of the tag you wish to filter on.

5. The user list will update to show only users with matching tags.

Using the Tags Tab in the Xen Admin Panel:

1. In the Xen Admin Panel, go to the Tags tab.

2. This tab provides an overview of all tags created in the system and the associated users.

3. Use this tab to:

   • Edit or delete tags: Modify existing tags or remove them as needed.

   • View users associated with each tag: See which users have specific tags and manage them accordingly.

   • Segment users for daily management: Simplify enrolments, communication, and reporting by segmenting users based on tags.

Editing and Deleting User Tags:

1. Go to the Manage Tags option in the Users tab or the Tags tab.

2. Select a tag to edit its name or description, then save the changes.

3. To delete a tag, select it and click on the Delete button. Note that removing a tag will also unassign it from all users.

Best Practices for Using User Tags

• Create Meaningful Tags: Use clear, descriptive tags that make sense to all administrators managing users.

• Limit Tag Overload: While tags are flexible, avoid creating too many similar tags, which can complicate filtering and management.

• Combine with Bulk Actions: Use tags to quickly enrol users in courses, send messages, or generate reports for specific groups.

FAQs

1. Can users see their own tags?

   • No, tags are visible only to administrators and are used for backend management purposes.

2. Can I assign multiple tags to a single user?

   • Yes, users can have multiple tags assigned to them simultaneously.

3. What happens if I delete a tag?

   • Deleting a tag will remove it from all users who were previously assigned to it.