Create and edit purpose tags

Create a range of purpose tag options that suit your organization's needs, edit and maintain existing tags, and apply custom inactivity detection, all from Policies.

Tip: For information on how to apply purpose tags to teams and groups, see Apply purpose tags.

Index

• How-to
  • Create a purpose tag
  • Set a custom inactivity threshold
  • Edit a purpose tag
  • Delete a purpose tag

How-to

Create a purpose tag

1. Open Management.
2. Select Policies from the sidebar.
3. Navigate to the Purpose tags section.
4. Click + Create purpose tag. 
5. From the Create a purpose tag pop-up, you can enter a Title, Description, and choose a Color to distinguish between different purpose tags.
6. When you're done, click Save changes.
7. If you want to customize the inactivity threshold, see Set a custom inactivity threshold below.

Set a custom inactivity threshold

Use purpose tags to set the amount of time a team or group can be inactive based on its business needs.

When you create a purpose tag, the default inactivity threshold is 15 days. To customize this value for a purpose tag:

1. Navigate to your purpose tags list in Policies.
2. Under Inactivity threshold, click in the days field for a tag.
3. Enter the number of days a team or group can be inactive.
4. Click anywhere outside the field to save your choice.

Note: Purpose tag inactivity thresholds take priority over your inactivity detection policy threshold.

For example, say your tenant's inactivity detection threshold is 90 days, and you create a purpose tag with a threshold of 30 days. All teams/groups with that purpose tag will be considered inactive after 30 days of inactivity.

Edit a purpose tag

1. Navigate to your purpose tags list in Policies.
2. Hover over an existing tag.
3. Click the edit button that appears.
4. From the Edit purpose tag pop-up, you can edit the Title and Description, and change the Color.
5. When you're done, click Save changes.

If you edit a purpose tag that is in use (i.e., the tag is currently applied to existing teams and groups), the changes are made in bulk to all teams and groups with that tag.

Delete a purpose tag

1. Navigate to your purpose tags list in Policies.
2. Hover over an existing tag
3. Click the edit button that appears.
4. From the Edit purpose tag pop-up, select Delete.
5. In the Delete purpose tag? pop-up, select Delete.

Cancel at any time by clicking the X.

If you delete a purpose tag that is in use (i.e., the tag is currently applied to existing teams and groups), the changes are made in bulk to all teams and groups with that tag.