Access tags
Choose the workspace you want to configure, then follow the steps below.
What it does
Tag users and access groups, then use those tags to organise and target who sees what.
Before this
An expansion. Groups already had names. The tag adds a short identifier that the filters and search can match on, which a name is bad at once several groups are named similarly.
Why it matters
Cohorts — beta testers, an enterprise client, a launch group — stop needing a separate access group each.
How it works
Every access group carries an Access Group Tag, generated when the group is created and editable from its Setup tab. The tag shows up as a chip wherever groups are listed, and it is what the access group filters and search match against.
Once a workspace runs more than a handful of tiers, the tag is how you tell two similarly-named groups apart at a glance — in the groups list, on a user's record, and in the portal editor.