How to apply Tags to Sites and Users

Summary

You can apply tags to sites or users in Siteimprove from the Settings area by selecting the relevant items in bulk and assigning tags through the edit options.

Prerequisites

• You must have already created tags in Siteimprove.
• You must be an Administrator or Account Owner to apply tags.

Applying Tags to Sites

Follow these steps to apply tags to one or more sites:

1. Go to Settings > Sites in the left-hand navigation
2. In the table, you are shown a list of all the sites on your account.
3. Click the Bulk edit.
   
4. Tick the check box next to the site you want to apply tags on and click Edit tags.
   
5. In the modal, you will see which tags are selected for the site (or sites) already.
   
6. Click the dropdown to edit the existing tags or add more tags to the site.
   
7. Click Confirm once you are happy with your choices.
8. To save the changes click Save changes.

Applying Tags to Users

Follow these steps to apply tags to users:

1. Click the Settings icon next to your user name.
2. Select Manage users from the drop-down menu.
3. You will now see a table of users on your Siteimprove account.
4. Tick off the box next to the user name you want to manage Tags on.
5. Type in the name of the tag(s) or scroll down the list of tags.
6. Apply a tag to a user by clicking the Apply to user button.
7. Save your changes by clicking the green Save button.