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Tags

Tags are labels you put on your members to organise them — by department, team, office, cohort, or any axis that matters to your organisation. A member can carry as many tags as you like.

Their main purpose: tags control which assessments a manager can see. A manager sees the assessments of members who share a tag with them — so tagging is how you scope a manager's view to their part of the organisation.

How tags work​

  • A tag has a type (the axis — e.g. department, team, office, cohort) and a name (the value — e.g. Engineering, Madrid).
  • The type vocabulary is yours to define — use whatever axes fit your organisation. There's no fixed list.
  • A member can have many tags at once. Someone can be on the team: Platform, in office: Madrid, and part of cohort: 2026-H1 simultaneously.

Creating tags​

  1. Open Tags in the portal sidebar (admins only).
  2. Enter a type and a name and click Add tag. Duplicate (type, name) pairs are rejected, so each tag is unique within your tenant.
  3. Delete a tag by clicking it — this also removes it from every member it was assigned to.

Assigning tags to members​

  1. Open Members and edit a member.
  2. Use the tag multi-select to assign one or more tags; click an assigned tag to remove it.

You assign tags you've already created on the Tags page — so set up your vocabulary first, then tag your members.

What tags do: manager visibility​

This is the point of tags. Roles in Wiselook are admin, manager, and member:

  • A member sees only their own assessments.
  • A manager sees the assessments of every member who shares at least one of the manager's tags — plus their own. Give a manager the team: Platform tag and tag their reports the same way, and the manager's Team view shows exactly that team's assessments.
  • An admin sees every assessment in the tenant, and can filter the tenant-wide list by a tag to focus on one group at a time.

A worked example:

  1. Create team: Platform.
  2. Assign it to the manager and to the members on that team.
  3. The manager opens Assessments and sees a Team assessments view scoped to those members. Members you didn't tag don't appear.

A note on widget visitors​

Tags apply to your members (the people in your organisation). They do not apply to widget visitors — anonymous end users who take an assessment through a widget on your website have no member identity, so they are not part of any tag group. When an admin filters the tenant assessment list by a tag, widget-visitor assessments are not included.