How to Use Tags to Organize Participants

Why does it matter?

Adding TAGS your participants will allow you additional opportunities to organize program participants. You may have the need to follow up with a subset of participants , want to share resources with certain participants, or track other categories for participants. All this can be completed through TAGS.

Navigation

To access the TAGS Feature do the following

Login to your RiseKit account at Staff Portal
Move your mouse toward the left-hand navigation.
You should see links that show the following options
Home
Chat
Pathways
Directory
Resources
Click on Directory
Ensure you are on the User Directory and not the Staff Directory
Search for the user you need to add a tag to


Click the three dots on the right side and choose Update User Profile


Under Edit User Details locate the TAGS section and enter type the TAG for this user.



Choose Then choose Add Tag and the tag will be added to the user


Select Apply Changes

How to Use Tags

One way to use tags is to filter users by specific tags.
From the User Directory, use the Filters drop down menu.


Enter the TAG you want to filter by and then choose Apply Actions


Only the users with that Tag will be shown

To learn to save filtered views into a TAB for easy access - review How to Create Tabs to Organize Participants

Updated on: 30/03/2023