Managing and Using Tags

The Secure Schools platform allows you to create and apply tags to your users to organise and group them more easily. These tags can be used when assigning training, phishing, and policies. 

Creating tags

To create a new tag or manage an existing one, go to the Settings page and select the Manage tags option.

Settings Tags

You can review the existing tags you've created (we have several in our example below), along with the platform's default tags. To add a new tag, click on the + Add tag button 

Tag management

The pop-up window will allow you to:

  1. Select which organisations this tag will be used in.
  2. Set the name of the tag.
  3. Choose which colour the tag will have.

Add Tag

Adding Users

Select the tag you want to use from the menu on the left-hand side and then select "add user"  

From here, you can add your users.

Adding users tags

Using tags

Once assigned, you can utilise tags to quickly assign training, phishing sims, or policies to each group. In the example below, after accessing the IT Acceptable Use Policy, you can quickly assign this using tags by

  1. Selecting the ⋮ Tags menu
  2. Choosing the appropriate Tag.

Policy Tags

Then select Confirm to assign the policy. 

Tag Confirm