Sign In Compliance

Custom tags give you the flexibility to organize your data within ThreatSwitch,<br>allowing you to group tracked employees with related qualities into a single view and simplify next steps such as extracting a report for management or assigning a training.

<b>Associating a Tag to an individual Account</b>

Open the 'People' tool and search for the employee that you would like to tag. Open their account.&nbsp;

On the landing page of their account, open 'Tags' on the left hand column.&nbsp;

Here you can associate an existing tag, create a new one on the spot, or delete a tag from the employees record.&nbsp;

1. Open the 'People' tool and search for the employee that you would like to tag. Open their account.&nbsp;
2. On the landing page of their account, open 'Tags' on the left hand column.&nbsp;
3. Here you can associate an existing tag, create a new one on the spot, or delete a tag from the employees record.&nbsp;

Open the 'People' tool and search for the employee(s) that you would like to assign the tag.

Select the checkbox to the left of their name and click 'Tag' located on the top row. You have the option to only select one user or multiple. To select multiple you will select the accounts for as many users as desired.&nbsp;

From here you will be able to associate a pre-existing tag or create a new custom tag on the go. To select a pre-existing tag, open the drop down and scroll to find the existing tag. To create a new custom tag, begin typing in the word(s) and select 'Create Option --'. Once selected or typed in, click 'Save'

Congrats! You have successfully assigned a user or multiple users a custom tag.&nbsp;

1. Open the 'People' tool and search for the employee(s) that you would like to assign the tag.
2. Select the checkbox to the left of their name and click 'Tag' located on the top row. You have the option to only select one user or multiple. To select multiple you will select the accounts for as many users as desired.&nbsp;
3. From here you will be able to associate a pre-existing tag or create a new custom tag on the go. To select a pre-existing tag, open the drop down and scroll to find the existing tag. To create a new custom tag, begin typing in the word(s) and select 'Create Option --'. Once selected or typed in, click 'Save'
4. Congrats! You have successfully assigned a user or multiple users a custom tag.&nbsp;