Create and manage tags and static groups

This guide shows you how to create tags to label members, and what you can do today with static groups — fixed lists of specific members.

Who can do this: Admins whose role includes the tag-create or group-edit permission. Buttons are absent if your role doesn’t include the matching permission.

Steps

Create a tag

In the left sidebar, select Settings, then select Tags.
Select Create tag.
Enter a Tag name.
Select Save. The tag appears in the tag list and can now be applied to member records.

Choosing a tag color isn’t available yet.

Apply a tag to a member

Tags are applied on individual member records, not from the tag settings page.

Open a member’s detail page. See View a member record in detail.
In the Tags section of the Overview tab, select Add tag.
Choose the tag from the list. The tag chip appears on the record immediately.

Delete a tag

In Settings → Tags, find the tag you want to delete.
Select Delete on its row.
In the dialog, select Delete. Deleting removes the tag from all member records.

Renaming a tag isn’t available yet: the tag list has no edit control. If a membership level uses the tag to control who can see or switch to it, the dialog says the tag can’t be deleted and links to each of those levels.

Static groups

Creating a static group from a tag isn’t available yet. Create group on a tag row opens a dialog that says so, and the dialog’s Create group button is turned off.

On a group’s page, each member row has a Remove button: select it, then select Remove in the prompt that appears. Removing a member from a group doesn’t remove any tag from their record. Adding members to a group isn’t available yet (the page’s Add member button is turned off), and deleting a group isn’t available.

Verify

You’ll know a tag was created when it appears in the tag list.

If something goes wrong

“A tag with this name already exists” — choose a different name before saving.