How to Manage Tags

To view all tags

1. While logged into SecurityTrax, click on your Company Name or the Hamburger icon  in the upper-left header.
   • Note: Once clicked, the hamburger will change to .
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.