A Tag Manager oversees resource allocations for any users who have the tags for which they are responsible for.
Resource requests for users with a specific tag will be sent to the tag manager for review and allocation. Note: This role only applies if a site wishes to search for users based on preferred tags. See ‘User Tags (skill sets)’ for more information.
To add a new tag manger, click on the Administration Cog > Manage Users.
Locate the user you wish to make a tag manager and click on ‘Edit’ to open up their user profile. Click on Actions > Resource Management:
A new pop-up will appear. Select the tag(s) the user should manage/be responsible for. Click ‘OK’.
Advice
- Tag Headers use AND logic. This means that if a user is set up as a Tag Manager for tags under several different Tag Headers, they will only be notified about a resource request when that request includes at least one tag from every relevant Tag Header. For example, if the Tag Headers are "Role", "Skill", and "Location", the request must include a programme manager role, PRINCE2 skills, and Aylesbury as the location for the Tag Manager to be notified. If the request only includes tags from two of the three Tag Headers (for instance, programme manager with PRINCE2 skills but no location tag), the Tag Manager will not receive a notification.