User tags

Learn to tag users with different tags that can be used to divide them into different segments.

Written By Markus Palm

Last updated 2 months ago

Learn how to create user tags that can be used to create user segments and limit end-users access to boards, changelogs, and more.

This allows you to manage multiple unrelated products under the same public portal while showing end-users only what’s relevant to them.

This feature is available on our Enterprise plan.


Creating user tags

  1. Go to Settings → User Tags

  2. Click on ‘Add User Tag’ on the top right

  3. Enter a name for the tag, such as ‘Product A users

  4. Click on ‘Create user tag’


Assigning tags to users

1. Add user tags manually

While not intuitive at scale, you can assign user tags manually to users:

  1. Go to Dashboard → Users

  2. Use the search bar to enter the user's name, email, or company

  3. Click on the user to open their profile

  4. From the User tags toggle, select the desired role

2. Add user tags via API

  1. Go to Settings → API to copy the API key

  2. Then, follow our API documentation to assign the user tags

3. Add user tags via SSO

To add user tags via SSO:

  1. Set up our SSO by following this guide:

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  2. When you’ve completed that, modify the JWT body to include the user tag:

{
name: "Jane Doe",
email: "jane.doe@example.com",
role: "Member" // Change this to the role you want to add the user
}

👨‍💻 You'll need to write custom code for adding users through API and SSO. If you're uncomfortable with this, share these guides with a technical team member who can assist.


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