Manage the tag catalog

Who this is for

This guide is for authorized staff creating, renaming, merging, or removing reusable tags used on people and households.

You need the tags.manage permission to change the catalog. Without it the page still opens and says so, the table is read-only, and Add tag, the row actions, and the selection checkboxes are absent.

Before you begin

• Open Settings › Tags (/settings/tags).
• Prefer merge over remove when two tags mean the same thing, so member assignments stay coherent. There is no archive: a tag is either in the catalog or deleted from every record that carries it.

Steps

1. Open Settings, then Tags. The heading is Tags.
2. Use Filter tags to find a tag by name.
3. To add a tag, click Add tag to open the form, fill the name field (for example Leadership) and optional Description, then click Create tag. The form stays open so you can add several in a row; Cancel closes it. For a list you already have, use Create many, which takes comma-separated names, shows you the exact list it will create, ignores repeats, and creates them in one action.
4. The catalog is listed by name. Click a column heading (Favorite, Tag, or Members) to sort by it, and click the same heading again to reverse the direction. Clicking Favorite twice puts your starred tags on top. Description is shown on wide screens and is not sortable.
5. Click the star on a row to add or remove a studio favorite. The row keeps its place in the list until you change the sort.
6. Click View on a row to open the Members list filtered to that tag.
7. Use Actions for … on a row for View members, Rename, and Remove. Rename edits the name in place: press Enter or click Save, or press Escape to abandon it. Remove asks you to type the tag's own name to confirm, then takes the tag off every member, program, and Training Group that carries it.
8. To merge duplicates, tick rows with Select … (or Select all visible tags), then use Merge selected in the bar that appears above the table. Name the survivor in Final tag name; the other selected tags are deleted and their assignments move onto it. Delete selected is in the same bar and asks you to type DELETE to confirm.
9. Page long catalogs with Previous and Next.

Expected outcome

Tag changes preserve member assignments and leave an audit trail. The catalog list reflects the new names and selections.

Each action confirms what it did: Tag created, Tag renamed, Tag favorited, Tags merged, or a count such as Deleted 3 tags. Merging combines and deduplicates the assignments, so a member carrying two of the merged tags ends up with the survivor once.

Screenshots

Recovery

If Merge selected is disabled, select at least two tags. If the bar above the table is missing, nothing is selected yet; Clear selection empties it again. If a tag seems missing, clear Filter tags, check the sort you have applied, and page through with Next: the table shows one page at a time.

A name has to be unique. Creating one that already exists fails with Could not create that tag. Names must be unique., and a bulk create is all or nothing: No tags were created. Resolve conflicts and try again. leaves the catalog exactly as it was. A rename that collides fails with Could not rename that tag. and the row returns to its previous name.

Removing and deleting are permanent, which is why each one makes you type a confirmation. A tag you deleted has to be created again, and its assignments do not come back; the audit history of the change remains.

Related guides

• MEM-002