Settings-Tag Management

The Tag tab allows you to manage all the tags in your organization. From this primary view there are several options:

  1. You can view and rename a tag
  2. You can see the number of participants with that tag
  3. You can view all tagged participants 
  4. You can add participants to a tag
  5. You can delete a tag

Tag Panel

When you click on three vertical dots to the right of the tag a panel will appear providing you with several options. 

  1. See all participants who have been assigned the selected tag
  2. You can remove participants from the selected tag by clicking the minus button on the right side of the participant
  3. You can add additional participants by searching for their name and adding them to the list

Bulk Tags

To bulk tag participants:

  1. Navigate to the Participants Panel
  2. Select any phase: Rater Selection, Rater Approval, Feedback Collection, or reporting.
  3. Select the participants you want o add in bulk
  4. Choose Tags from the menu
  5. Add the tag

Tags for Past Participants

Add Tags to past participants by selecting the “Past Participants” tab on the main navigation. From there select the “Participant Details” pane (after clicking/hover on the three dots) provides you with 2 options, one of those options allows you to add or remove tags for the participant to include or exclude them from groups