How to Approve a Tag

Case or Client Tags must be approved before they can be used by other Users or as a Report parameter. If you created a Tag on the Cards, you must manually approve it in the Control Panel; if you created it directly in the Control Panel, it will be approved immediately.

To approve a Tag, head over to the Control Panel, under the Data Types section, click on Manage Tags.

The list of existing Case Tags will appear as the Entity Type is set as the default view.

You can find the unapproved Tags by performing the following actions:

1. Select an Entity Type: Case or Client
2. Select a View: Active or Inactive
3. Select a Status: Unapproved

After selecting type, view, and status, you can search for the Tag you want by scrolling through the list or entering the Tag name in the following field.

Select a single or multiple Tags.

Or select here to select all Tags.

Click on the Approve button.

Click the OK button and you are done.

Note:

1. Ensure that you are a User with 'Administrator'-rights set up to be able to access Control Panel.