Concepts
Tags: personal, shared and system
Whose tags can be in Umbreta, who sees and changes them, what one name twice means, and how tags match the tags of accounts.
After this page you understand who sees your tag, why one tag can’t be ticked, and why another carries a personal or shared mark.
Three kinds of tags
| Tag | Who sees it | Who changes it |
|---|---|---|
| Personal | Only you. | You: you create, put on, rename and delete it. |
| Shared | The whole organization. | Whoever may edit the profile puts it on; an admin renames, merges and deletes it. |
| System | Hidden until you press Show system. | Nobody by hand: the app puts it on, for a link to an account or an internal marker. |
The tag list shows the groups in this order: your personal tags first, then shared ones, system tags last and only when asked. On a profile a personal tag has a dashed border, a shared one a solid border, a system one a lock.
One name twice
A personal and a shared tag may have the same name, for example Test. They are two different tags: only you see yours, everyone sees the shared one. To tell them apart, each carries a mark next to its name: personal or shared. Case and spaces in a name don’t count: 1 RK and 1rk are one name.
Tags that switch on a kit
A shared tag may switch on an extension kit: put on “facebook” and the profile gets the Facebook kit. Such a tag says under its name what it switches on. Personal tags switch on no kits: a kit is the organization’s choice, and only you see a personal tag.
Tags of accounts
If your organization keeps its accounts in the Accounts product and an account is linked to a profile, the tags of the account and of the profile match both ways: put a tag on the account and it appears on the profile, take it off the profile and it comes off the account. Shared tags always match. A personal tag travels only while you hold both the account and the profile: hand the profile to someone else and they don’t see your personal tags on it.
What next
- Put on and create a tag: Tags, statuses and notes.
- Who can do what in the organization: Roles and access.