Best Practices for Tagging Users
Be consistent: Use a standardized naming convention for user fields to avoid confusion.
Keep it simple: Create user fields that are clear and easy to understand.
Group related fields: Consider creating user fields that reflect categories or themes (e.g., “User Details” and “Company Affiliations”).
Add user fields before adding users: Set up your custom user fields before creating user profiles to ensure a smooth and organized tagging process from the start. 
Review periodically: Regularly audit your user fields to ensure they are still relevant and useful.

Creating Custom User Fields 

To create a custom user field:

• Navigate to the User Management section.  
• Click "Manage Users" on the membership you want to add fields to.
• Click the ellipsis next to "Delete User".
• Click "Manage User Fields".
• Click "User Fields" within the Manage User Fields modal. 

User fields can be added as:

• A simple text box (free text)
• A dropdown selection

In the User Field Configuration modal, follow these steps:

1. Enter a title in the "User Field Section Title" field to name your User Field Section.
2. Optionally, add a "Description" if desired.
3. Click Save to move to the next step. 
4. Click Exit to close the modal

Creating a Simple Text Field

1. Select "Simple Text" from the left menu
   
2. Field Name – Enter a title for the user field.
3. Field Prompt – Provide a short prompt to guide admins on what to enter in the field.
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   Optional Settings:
4. Required – Toggle on to make this field mandatory.
5. Default Answer – If there's a commonly used entry for this field, you can set a default answer to streamline the user management process.
6. Min Characters – Set the minimum number of characters required for this field.
7. Max Characters – Set the maximum number of characters allowed for this field.
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8. Preview – You can preview how your user field will appear at any time.
9. Delete – Click the Delete icon to remove your field.
   Save – Click the Save icon to save your field.
   

Creating a Dropdown Field

1. Select "Dropdown" from the left menu
   
2. Field Name – Enter a title for the user field.
3. Field Prompt – Provide a short prompt to guide admins on what to enter in the field.
   _____
   Optional Settings:
4. Required – Toggle on to make this field mandatory.
5. Default Answer – If there's a commonly used entry for this field, you can set a default answer to streamline the user management process.
   _____
6. Preview – You can preview how your user field will appear at any time.
7. Add/Remove Dropdown Selection -
   • To add a dropdown selection, click the plus sign and enter your label.
   • To remove a dropdown selection, click the minus sign next to the label you wish to delete.
8. Delete – Click the Delete icon to remove your field.
   Save – Click the Save icon to save your field.

Assigning Tags to Users

After creating your user field(s), you can assign them to individual users within the User modal.

When creating a new user or editing an existing one, your custom fields will appear at the bottom of the user profile.

Simply select the relevant fields for the user and click Save.

Managing and Editing Existing User Fields

User Fields can be edited or removed at any time. To manage user fields:

• Navigate to the User Management section.  
• Click "Manage Users" on the membership you want to add fields to.
• Click the ellipsis next to "Delete User".
• Click "Manage User Fields".
• Created fields will appear in the "Manage User Field" modal. Click "Edit" in the upper right corner.
  
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Filtering and Searching with Tags

To filter or search users based on tags:

• Use the search bar or filtering options within the user management interface.
• Select the tag you wish to filter by, and the system will display only users who have that tag assigned.
• This feature helps you quickly find specific user groups for analysis or communication.