How to Edit Tags

Prerequisites

Have administrator permissions: You can view, edit, modify, and delete all portal user and configuration settings.  
Have editor permissions: Can adjust configurate settings and see approvals; they cannot delete data or invite portal users.

How to give user permissions: How to Give User Permissions

How to log in? If you want to know how to log in, you can find out at the following link: How to Login to the Portal

Navigate to this panel and go to the menu on the left side of your screen, then select the “Tags” option.

Once you click in the header of the tags panel, you will find a series of boxes that you can use to filter and find the tags you want to edit.

Each box allows you to filter by certain information specific to the tags:  

City: to filter using the city.
State: to filter using state.
Zip: to filter using Zip.
Account: to filter using the account name (This is in case you have more than one account).
Category: to filter by the following categories: Normal, Scan, Task, Report/Checklist, Device, Personnel or Timesheet.
Status: to filter using the tag status (Active or Inactive).

After identifying the tag that we want to modify, we will navigate to the blue icon in the same row of the tag and click on it.

After clicking on the “Edit Icon”, the following view will load, and we can modify all the data shown to us (Account, Category, name, etc.)

We can also “Activate” or “Deactivate” the tag in the “Checkbox”.

To save the changes, click on the blue "Submit" button; to cancel the changes, click on the "Cancel" option.

Have more questions? We're always here to help at: support@mobohubb.com