Content
- Introduction
- Information in the Help Center
- Required permissions
- Tag functions
- Example of using tags
Introduction
With tags, you control visibility and permissions in the Cockpit quickly, in a targeted way, and with minimal effort. Whether for features, bookable objects, or content such as pinboard posts and info articles - tags enable simple assignment to specific properties, buildings, or units.
Instead of manually selecting individual channels, you use predefined tags that are set up at the app, property, building, or unit level. One click is enough to assign permissions or define visibility for content.
Especially with extensive apps that have many units, working with tags keeps things clear and saves valuable time.
Information in the Help Center
For detailed instructions and further information on using the tags feature, the following articles are available in the Help Center:
Required permissions
To create or manage tags, you need the "Tags | Manage tags" permission. To view or edit content with a specific tag, you must have the corresponding permissions assigned for that tag. For example, if you want to set the visibility of a pinboard post to a tag, you need the "Communication center | Manage pinboard posts" permission for that tag. To assign permissions for a tag to a team member, you need the "Companies | Manage team members" permission.
Tag functions
- Team management (permissions): Tags simplify the assignment of permissions considerably. Team members only get access to content that matches their assigned tags.
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Communication center: Tags can control the visibility of pinboard posts. This allows posts to be assigned specifically to certain user groups or channels.
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Documents: When uploading documents, you can choose whether a document should be visible for an entire tag or only for certain channels of the tag - depending on your permission.
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Info articles: The visibility of info articles can also be controlled with the help of tags, similar to the communication center.
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Bookings: Tags facilitate target group control for bookable objects, e.g., if certain rooms or items should only be bookable for certain groups.
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Core data: If you have the "Core data | Manage core data" permission for a tag, the tag's name is displayed in the core data overview. You still manage the tag's channels via the tag settings (Administration → Tags).
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Platform settings (features): Tags support the targeted channeling of features, so that certain functions or content are only provided to selected user groups.
Example of using tags
A team member in Cockpit manages several properties and wants to ensure that tickets, documents, or posts can only be viewed and edited by the responsible teams. For this purpose, the tags "Liegenschaft A" and "Liegenschaft B" are created. The respective teams are given tag permissions via team management. This ensures that, for example, only Team A can see and edit content with the tag "Liegenschaft A".