Directory Settings

Directory Settings Overview

Directory Settings can contain Organisation Tags, Contact Tags, and Plan Manager Tags.

Organisation Tags and Plan Manager Tags are Premium features. Contact Tags have no feature requirement of their own.

Organisational Tags

The product label is Organisation Tags. Use them to classify Organisations by speciality, capacity, or another operational category. An Organisation can have multiple Tags.

Creating an Organisational Tag

1. Open Settings > Directory.
2. In Organisation Tags, select Create Tag.
3. Enter a Name and select a Colour.
4. Select Create.

Open an existing row to edit its Name or Colour. Deleting a Tag permanently removes that Tag and its assignments; it does not delete the Organisations.

Contact Tags

Create, edit, and delete Contact Tags in the same way from the Contact Tags card. Contact Tags classify Contacts in the Directory.

Plan Manager Tags

On Premium accounts with Plan Manager Tags enabled, use the Plan Manager Tags card to create, edit, and delete Tags for Plan Managers.

Organisational Tags in Practice

See Organisation Tags for assigning and using Organisation Tags in the Directory.