The Account Tags page lets you create, edit, and manage tags that can be applied to accounts, optionally displaying them to members on their dashboard.
Accessing Account Tags
Click Settings in the top navigation bar.
Select Account Tags under the Members section in the left-hand menu.
Viewing Existing Tags
Lists all account tags with Edit and Delete actions for each.
Click + Add Tag in the top right to create a new one.
Editing a Tag
Click Edit next to a tag to open the Edit Account Tag window:
Tag Name: the name of the tag.
Visible on Member Dashboard: toggle to display this tag to members on their own dashboard.
If Visible on Member Dashboard is checked, two additional options appear:
Display Style: choose between Tag (a simple label) or Status Badge (a dynamic active/inactive indicator).
If Tag is selected:
Description (shown as tooltip): explain what this tag means to members.
If Status Badge is selected:
Status Message: e.g. "Your assessment status is:"
Active Text: shown when the tag is assigned to the account (e.g. "Paid").
Inactive Text: shown when the tag is not assigned to the account (e.g. "Unpaid").
Click Save to apply your changes, or Cancel to discard them.
That's it!