Tags (formerly Departments)
Adding a Tag in Unrubble allows you to establish a structure in the company. With its help, you can mark an employee with the department to which they belongs, but also add labels for other subgroups within your organization, e.g. an employee of a given POS, an employee with a given form of employment, former employee, etc.
Tags
To understand the scope of each of the existing tags:
- Go to the
Team
tab. - In the panel on the left, find the
Tags
section. - Select
Manage
from the menu hidden under the three dots. - Click on the tag you want to know details about.
Defining your own tags
The main administrator of the account in Unrubble (and people who have been granted such permission) can define their own tags. To do this:
- Go to the
Team
tab. - In the panel on the left, find the
Tags
section. - Select
Manage
from the menu hidden under the three dots. - Click the
Add
button. - Name and complete the description (optional) of the new tag. You can also choose the color of the label with which employees with this tag will be marked.
- From the list, select the permissions that you want to assign to the created tag. Move the slider next to the selected permission so that it turns blue - this will mean that the person who receives this tag will have access to the selected functionality in Unrubble.
- When done, click
Save
.
Tag assignment or change to a single employee:
After creating a new tag, you can assign it to an employee. To do this:
- Go to the
Team
view. - Click on the selected employee.
- In the Profile tab, find the Tags section and select an appropriate tag from the list.
- If you do not find the correct tag on the list, from this level you can add a new one by clicking the link
Manage
. - Click the
Save
button.
Assigning or changing the tag to many employees at the same time:
In the new version of Unrubble, you can add and change tags for multiple employees at once. To add the same tag to more than one person:
- Go to the
Team
view. - Select the boxes to the left of the names of the employees to whom you want to assign or change the tag.
- From the three dot menu in the upper right corner of the main screen, select
Group Actions
. - From the list of available group actions, select the option
Set / Clear tag
and select the appropriate tag from the list. - If you want to replace the existing tags of the selected employees, check the
Overwrite existing tag settings
option. - Click the
Save
button.
Updated on: 12/06/2024
Thank you!