Create and Manage Tag Categories
Last updated: August 28, 2026
Tag categories help organize and group related tags, making it easier to apply and manage them across entities. This guide walks you through creating, editing, and deleting tag categories in the admin portal.
Click Tags from the Setup section of the admin portal.
Select Tag Categories to access category management.
From this page, you can create, edit, or delete tag categories.
Create a Tag Category
Click New Category to create a new tag category.
Complete the required fields.
- Category Name: A descriptive name to identify the category. This name is only visible in the admin portal.
- Color: Choose a color to visually differentiate the category.
- Exclusive Tags: Enable this option to enforce that only one tag from this category can be assigned to an entity at a time.
Click Create to save the new tag category. Your tag category can now have tags assigned to it. Learn more about creating tags here.
Edit a Tag Category
Click the Edit icon next to the tag category you want to modify.
All fields of a tag category can be updated at any point. Click Save to apply your changes.
Delete a Tag Category
Click the red x to open the confirmation screen.
Note: Tag categories can only be deleted if there are no tags associated with the category.
Click Confirm to delete the tag category.
