Office: Financial - Parent Accounts (Setting up account tags)

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Set up tags for your parent accounts to easily sort and filter accounts based on specific criteria. Please note that you will need to be logged in as the Provider to create Tags, but any Admin with access to the Parent Accounts tab can apply and filter by available Tags.

To do this:

  1. Select 'Settings'
  2. Click 'Provider Settings'
  3. Click 'Tags'
  4. Click 'Add'

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Give the Tag a name, code and colour, then select 'Submit.'

You will now be able to assign this tag to accounts and filter by it.

Please note:

  • The Tags column will not be visible in the Parent Accounts tab until you have created at least one Tag
  • Only Provider admins can create Tags
  • Parents cannot view Tags