How do I create a new tag?

Tags are used to group recipients for your assessment.

1. Login to Security Center.
2. Click Phishing & Awareness Training > Recipients >Tags.

3. Click Add tag.

4. Enter tag details.

   • General Information:

     • Name: the name of the tag 
     • Color: the color of the tag.
     • Business Impact: the importance of the tag
     • Parent tag: you can build a tag hierarchy using the parent tag function. By doing this, you can group tags. The Parent tag can be applied to both Static and Dynamic tags.
     • Description: description of the tag.
   • Rules: rules are optional and there are two different types of tags:
     • Static tags: Tags with no rules can manually be applied to any asset.
     • Dynamic tags: Assign rules to a tag to automatically apply it to any recipient that matches the rules. To create a dynamic dag, do the following:
       
       • Click +Add rule.
       • Choose the rule and add the Operator and Value.
   • Preview: If the assets match the rules, they will be listed in the Preview section.
5. Click Submit to save.
6. Done!