Direct Link to tutorial/solution:
Click here to view tutorial/solution in a new tab.
Embedded tutorial/solution:
16 STEPS
1. To create a new Tag, click Configuration
2. Click Distribution & Tags
3. Click Tags
4. First we'll demonstrate how to create a Restricted Tag. If you want to create an unrestricted tag, skip to Step 13.
Click Create New Tag
5. Click inside the Tag Name area and give the tag a name.
6. If you want to restrict the tag to certain users or a team, click Restricted
7. For this example, we will choose to restrict by team.
Click the By User dropdown.
8. Select By Team
9. Click the dropdown for "Select team".
10. For this example, we will select Sales Team
11. Click Create tag
12. Click Close
13. If you want to create an unrestricted tag, click Create New Tag
14. Click inside the Tag Name area and type the name of the new tag.
15. Click Create tag
16. Click Close
Here's an interactive tutorial
https://www.iorad.com/player/1759665/How-can-I-create-a-new-tag-
Copy of text and screenshots from the tutorial/solution:
1. To create a new Tag, click Configuration
2. Click Distribution & Tags
3. Click Tags
4. First we'll demonstrate how to create a Restricted Tag. If you want to create an unrestricted tag, skip to Step 13.
Click Create New Tag
5. Click inside the Tag Name area and give the tag a name.
6. If you want to restrict the tag to certain users or a team, click Restricted
7. For this example, we will choose to restrict by team.
Click the By User dropdown.
8. Select By Team
9. Click the dropdown for "Select team".
10. For this example, we will select Sales Team
11. Click Create tag
12. Click Close
13. If you want to create an unrestricted tag, click Create New Tag
14. Click inside the Tag Name area and type the name of the new tag.
15. Click Create tag
16. Click Close
Applicable User Seat Types
Admin
Galaxy
Booster
Applicable Permissions
Administrator
Did this Solution Article help you?
If you need to submit a support ticket, Admins and Agents: Return to your Ricochet platform and proceed to file a ticket using the Help -> Get Support action to open the Help widget.
If you have access to Ricochet's Ahoy Management Portal - click anywhere in this message to open the Ahoy Management Portal and the Support Widget.
If you are utilizing the Ahoy platform for ticket submission, for fastest results, please log into Ahoy so we can gather all the necessary information from your Ricochet account during the Ticket Submission process.
Did you find it helpful?
Yes
No
Send feedback Sorry we couldn't be helpful. Help us improve this article with your feedback.
