Setting Security for Tag Manager


Users who do not belong to the master user group must be given permission before they can access Tag Manager, apply tags to files, and access tag sets. When you share a tag set with other users, you can assign view or edit access.

Add Permissions to a Role

  1. From the navigation pane, go to Manage > Security.

    The Security page appears.

  2. Click the Roles tile.

    The Roles page appears.

  3. Next to the role for users who need to access Tag Manager, click the actions button , and then click Edit.

    The Edit role dialog box appears.

  4. Clear the Show selected check box.

  5. Under Client, select the End User Access check box and the Tag Management check box.

    Note: The End User Access check box might already be selected.

  6. Click Save.

    Users can access Tag Manager and apply tags to files.

Add Permissions to a Tag Set

  1. From the navigation pane, go to Activate.

    The Activate page appears.

  2. Under Settings, click the Entity Manager tile.

    The Entity manager page appears.

  3. On the Tags tab, in the Tagset column, click the tag set.

  4. In the Security section, click Edit.

    The Security dialog box appears.

  5. Enter a user or a user group, and then, from the permissions list, select the permissions:

    • To allow users to use the tag set to tag files, from the permissions list, select View.

    • To allow users to add or remove tags from tag sets, select Edit.

      Note: You cannot remove tags from predefined tag sets. You can add tags to predefined tag sets.

  6. Click Save.

Tagging Files