Creating an Account Group Tag

Account group tags can be created either on an account or a user profile and then assigned as needed to other accounts and users.

Required User Roles: Only Global Admins or Account Admins have permissions to add/modify Account Group Tags.

Global Admins can modify all users and Account Admins can modify users other than Global Admins. 

Account group tags can be created anywhere that there is an account group tag manager feature, which look like the component below: 

Account Group Tag Manager with List

If no account group tags have been created yet then you will not yet see the 'Select all' or list of tags with checkboxes. The labels of the tags will be dependent on what you've entered as the tag, which can be anything that makes sense for your needs.  

To add a new account group tag click on the '+' icon in the upper-right of the manager. This will add a form field where you can enter a label for a new account group tag. 

Account Group Tag Manager with new Tag FieldOnce you've entered a unique value into the form field the disabled check mark button will turn green and allow you to save the new value as an account group tag. If you want to cancel adding a new tag you can click the 'x' button to remove the new item. 

Important Note: Although an account group tags can be created either account-level or user-level, the tag must be assigned to both the account and user in order to properly filter the list views for a user.