PaychexGuidesAdmins Account SettingsHow do I manage tags in an account?

How do I manage tags in an account?

As an admin, you can view and manage tags in your account.

Open Admin Menu

In the Global Navigation menu, click the Application Switcher icon [1]. Then, click the Admin menu option [2].

Open Manage Tags Page

In the Account Management menu [1], click the Manage Tags link [2].

Note: The Global Navigation menu may differ depending on what is enabled in you account.

View Tags

View the existing tags in your account. To search for a tag, enter your search terms in the Search field [1]. To select the number of results to display, click the Results Per Page link [2]. To sort tags in ascending or descending order, click the Sort arrow [3]. To add a new tag, click the Add New Tag button [4].

Add New Tag

After clicking the Add New Tag button, enter a tag name in the Tag Name text field. If you are using a PC, press the Enter key on your keyboard. If you are using a Mac, press the Return key.

View Tag Details

To view tag details, click a tag name link.

Edit Tag Details

On the Tag Details page, you can view and edit the learning content associated with a tag. To edit the tag's name, click the Tag Name field [1]. To add a tag to a learning item, click the Add Tag Content button [2].

Search for Content to Tag

After clicking the Add Tag Content button, enter the name of a program, course, live training, or checkpoint in the search field [1]. As you type, a list of matching learning items will populate below the search field [2]. To select a learning item, click its name in the list [3].

View Tagged Content

Content items that have been tagged will display in the Tagged Content list [1]. Each list item displays an icon that indicates whether the item is a checkpoint [2], program [3], live training [4], or course [5]. To view additional tags associated with a content item, click the Tag Number link [6]. To remove a content item from a tag, click the Remove icon [7].

To delete a tag, click the Delete icon [8]. To return to the Manage Tags page, click the Back to Tags link [9].