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Tag Users During Invitation
Tag Users During Invitation

Learn how to use the Tag Users During Invitation feature.

Filippo Schiano di Pepe avatar
Written by Filippo Schiano di Pepe
Updated over 2 weeks ago

Hi,
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You can now use tags with the invitation, streamlining all the learners into the places where you want them.


Here are 4 easy steps to do so;

​(See screenshot below)
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Step #1: Create Tags

Define relevant tags like "Sales Team," "Dev Team," or "HR Department" with distinct colours for easy identification.

Step #2:

Add Tags During Invitation:

  • Individual: Assign tags directly in the invitation modal.

  • Bulk: Use a CSV with a "Tags" column to tag multiple users.

Step #3:

Utilize Tags: Filter users, organize courses, and generate reports based on tags.

Step #4:

Gain Benefits: Enjoy enhanced user management, targeted course organization, and advanced reporting.


If you have additional questions, please contact us. We will be more than happy to help.


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