Tags

Create and manage the team Access Tag catalog used for members and documents

Open My Account → Tags to manage Team Tags — the catalog of Access Tags for your team. These tags are assigned to people and applied to knowledge base documents for visibility control — not for general filing or search facets.

Only team admins can open this tab.

For how tags behave on documents (Allow Only / Allow None) and how they differ from Custom Metadata, see Tags & Custom Metadata.

Prerequisites

• A team-admin account (this tab is not shown to editors or members)
• A clear naming scheme (for example HR-Only, Finance-Confidential) so member assignment stays consistent

Where to Find It

The page has:

Section	Purpose
Add New Tag	Enter a name and click Add Tag
Current Tags	Lists every tag in the team catalog (with count). Remove a tag with the X on its badge
How to use tags	Short reminder of assigning tags to members and documents

If no tags exist yet, Current Tags shows No tags created yet.

Add a Tag

1. Go to My Account → Tags.
2. Enter a tag name (for example Sales, HR, Marketing).
3. Click Add Tag (or press Enter).
4. The tag appears under Current Tags.

Duplicate names are rejected. Empty names are not saved.

Remove a Tag

On Current Tags, click the remove control on the badge. Removing a tag from the catalog affects future assignment — review documents and members that relied on that tag before deleting.

How Tags Are Used (After You Create Them)

Step	Where	What you do
1. Create catalog	My Account → Tags (this page)	Define the allowed tag names
2. Assign to people	My Account → Members → edit member	Attach one or more tags to the user
3. Apply to documents	Knowledge resource → Access Tags → Edit Access Tags	Set Allow Only and/or Allow None

Access Tags control who can see a document in search and chat. They are not a replacement for:

• Custom Metadata (describe / filter content) — see Tags & Custom Metadata
• Project membership and roles (who is in the project at all)

Naming Tips

• Prefer explicit access-oriented names (HR-Only, Contractors-Blocked) over vague labels (Important)
• Keep spelling identical everywhere — tag matching is exact
• Do not create separate “permission roles” as tags if you already use Admin / Editor / Member roles for that purpose; tags layer document visibility on top of roles

Troubleshooting

Symptom	What to check
Document Access Control says no team tags	Create at least one tag here, then reopen the document modal
Member cannot see tagged content	Assign the required Allow Only tag on the member, or remove a blocking Allow None tag
Tag removed but behavior unclear	Re-check documents that still listed that tag and members who held it