Manage the tag catalog

Who this is for

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

Before you begin

• Open Settings › Tags (/settings/tags).
• Prefer merge over delete when two tags mean the same thing, so member assignments stay coherent.

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.
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.
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. Use Actions for … on a row for rename, archive, or other row actions.
7. To merge duplicates, tick rows with Select … (or Select all visible tags), then use Merge selected in the bar that appears above the table. Delete selected is in the same bar.
8. 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.

Screenshots

Recovery

If merge is disabled, select at least two tags. If the bulk bar is missing, nothing is selected yet. If a tag seems missing, clear Filter tags, check the sort you have applied, and check archived rows if your studio uses them.

Related guides

• MEM-002