Manage the companies and users' tags

Tags allow to organise your companies, filter the data on the multi-company dashboard and apply access restrictions to users.

Add tags to companies in an account

 

 

 Add a tag when creating the company on the account :

  1. You can add some tags to a companies when adding a company during step 4 : ”Options”.
  2. Click on “No tags”.
  3. Name the tag, then click on “+" to add it.

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Add a tag on a company already in the account :

  1. In "Companies" click on the company you want and then click on the wheel to access the company's options.
  2. Click on "No tag".
  3. Name the tag, then click on “+" to add it.

 

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Using tags on the multi-company Dashboard : 

Once you have created your tags, access your multi-company dashboard. Then click on the ‘Filter’ option to select the tag or tags you wish to apply.

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For more information on the filter system, please refer to the article: Use of the filter system (boardofcyber.io).

Use tags to manage user access restrictions

You can also use those companies' tags to manage user access restrictions.

For more information :

https://content.boardofcyber.io/en/knowledge/how-do-i-add-a-user

https://content.boardofcyber.io/en/knowledge/understanding-user-roles-1