{"id":5323,"date":"2025-01-08T16:46:42","date_gmt":"2025-01-08T08:46:42","guid":{"rendered":"https:\/\/blog.facilitybot.co\/blog\/?post_type=knowledgebase&#038;p=5323"},"modified":"2025-07-09T23:12:45","modified_gmt":"2025-07-09T15:12:45","slug":"account-tags","status":"publish","type":"knowledgebase","link":"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/account-tags\/","title":{"rendered":"Account Tags"},"content":{"rendered":"\n<p>Facilitybot allows <a href=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/admin-web-portal\/managing-accounts\/\">Managers<\/a> to create account tags. Account tags can be used to group account holders. Assignments, such as <a href=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/requests\/\">Request<\/a> assignments and <a href=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/permit-to-work\/\">Permit to Work<\/a> assignments, can then be made to a group of accounts using account tags.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"FacilityBot | Account Tags\" width=\"1170\" height=\"658\" src=\"https:\/\/www.youtube.com\/embed\/znT5dvXkjo4?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Creating New Account Tags<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Log in to the Facilitybot Web Portal.<\/li>\n\n\n\n<li>Go to \u2018Settings\u2019 \u2192 \u2018Accounts.\u2019<\/li>\n\n\n\n<li>Click on \u2018Manage Account Tags\u2019 to create new account tags.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/AD_4nXdiIQHTgXOWKpbfM9O4Ab0I6wfENkQMV5hFIARaIowgru1MUUBiIU8CETM4EtiH5Kgefh3D5Zf2ToiiH4KTxw5Gbhc0YCcIpfgt25AayNeMfiaEf05y2J2EP2_Q6tcysgkey3CT5YyYi-h2YML_BMaHB3YlV.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You will be redirected to a new page to create account tags. The page shows the previously created account tags. Click on \u2018+New\u2019 to create a new account tag.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/AD_4nXcam4A-SoIT070vwAeS4uTZraMTqZVRhMIIBzaxe1Qz9-MW3q-A7WejN5z-e7YkXaXfiNAQ13WH6dKWx4GLvqLzUi4FTXcSgEX-FFpt7802qaSgHdAtl9mIYyQYF-YgLgAkey3CT5YyYi-h2YML_BMaHB3YlV.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A floating editing panel will appear where you can enter the name for the new account tag. Once entered, click \u2018Submit.\u2019<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/AD_4nXcJ4lm1ohr3334Ve6NHO1yzq40_Cig1W0D7wYrn02uCkuHdIBxEkZNApD8Wlux1zXLeAgNy6fo3XWRLz1R4Kbo3s7cDSO1MV6oPcDqfWhF5-G7pqvavIPlUk1pL0rv81EQkey3CT5YyYi-h2YML_BMaHB3YlV.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The newly created account tag will appear back on the list. The account tag can be edited using the pen icon or deleted using the bin icon.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/AD_4nXdMp1x7bX2PiZv4BeRsyhklHO4H1xBqiuId6GN4HrBhw9kGiRJ1udXqCv3DJpnXGsA_5eP4sbsjrPGsiKCMxkKM_Xhk19ik1xBel4mWI90EHi5qTKU_ypW6DzOd_ch9s-Mkey3CT5YyYi-h2YML_BMaHB3YlV.png\" alt=\"\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Tagging Accounts<\/h2>\n\n\n\n<p>Once account tags have been created, managers can then tag individual accounts to group them.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Back on the main page, select the individual account you want to tag.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/AD_4nXdqs96mK9K_4BNKoq7hsVnBmPNtiUEPj7_p6QJAxeGJoZIvsiWhzi2uWVZYoddzCQ9D31GohwEoFl0cd-fm3NkXSeHAZ1GxDwnDGhqC7cqsb7EtFLguVppk0-oh2kFSg7Ykey3CT5YyYi-h2YML_BMaHB3YlV.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Choose an account tag from the dropdown list.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/AD_4nXf977HZuzV2Edmq4U0IHJOI8ec1dX4gLgMaToGrjc4-zGWakkt2wdJN0xbGHefeG5Mjm1lxquym_JIlT1mCq6iB4M_cEJCDIGbHaVsT57TOKare3HiBgkAsJ5wIp3pQZCokey3CT5YyYi-h2YML_BMaHB3YlV.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Once done, the individual accounts will be tagged.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/AD_4nXcbeMCvg8NF_8HQ-ip4wIebo3EpSrVRZidjY2W3LWYr1u7xSTM3vN72njqReVZjjLYKiGo6hyIC7fXIdUyxaSDVCcox_wxzhgUu582v8bkcrvHbaHEqDlosZD4VANdQYXkkey3CT5YyYi-h2YML_BMaHB3YlV.png\" alt=\"\"\/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Facilitybot allows Managers to create account tags. Account tags can be used to group account holders. Assignments, such as Request assignments and [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","knowledgebase_cat":[44],"class_list":["post-5323","knowledgebase","type-knowledgebase","status-publish","hentry","knowledgebase_cat-manager-web-portal"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Account Tags - FacilityBot - Facilities Management Software<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/account-tags\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Account Tags - FacilityBot - Facilities Management Software\" \/>\n<meta property=\"og:description\" content=\"Facilitybot allows Managers to create account tags. 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