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How to Manage Tags

To view all tags

  1. While logged into SecurityTrax, click on your Company Name or the Hamburger icon Screen Shot 2019-07-09 at 1.29.49 PM.png in the upper-left header.
    • Note: Once clicked, the hamburger will change to Screen Shot 2019-07-09 at 1.30.41 PM.png.
  2. Under Admin, click Company Settings.
  3. Click Tags in the System section.

Note: Tags are categorized by: Customer, Tech Schedule, Customer Note, User, Location, Partner Company Campaign, and Partner Company. Scroll down to see all.

To create a tag

  1. Click on Add on the upper right hand corner.
  2. Fill out the required fields and any other information.
  3. Click Save.

To edit/view a tag

  1. Click on the desired tag row (it will be highlighted in blue).
  2. Make any desired changes.
  3. Click Save.
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