Control Tags

A control tag is a need-to-know control you define for the organization, then assign in two places: to users and to Resources. A user can open a tagged Resource when they have a role on it and hold every tag the Resource carries. Create the tag on this page, assign it to users from Users, and assign it to a Resource from that Resource (Administrator or Owner).

Secure Connections use the same tags as a transfer control:

• On a sending connection, tag rules allow or block each Resource based on the tags it carries.
• On a receiving connection, transformation rules add, remove, or map tags on what arrives. A rule that puts a local tag on a received Resource changes who can see it. Assign that tag to the users who should see the Resource, including permitted recipients of the connection.

Navigation: Admin hub > Control Tags (or go to /admin/control-tags)

View Control Tags

The page has Active and Archived tabs only.

1. The default view shows the Active tab.
2. The table lists each tag with:
   • Name (with colored dot)
   • Description
   • Created date
   • Created by user
   • ⋯ actions menu
3. Switch to the Archived tab to see archived tags.

Tags originating from an upstream remote show a tooltip instead of an actions menu and cannot be edited locally.

Create a Control Tag

1. Click New Control Tag in the top-right.
2. In the dialog:
   • Name — enter the tag display name (required).
   • Description — optional description text.
   • Display Color (#hex) — enter a hex color value, or click Pick a color to use the color picker. A preview of the tag with the chosen color is shown.
3. Click Create.

Edit a Control Tag

1. Click the ⋯ menu on a tag row.
2. Select Edit.
3. Update the Name, Description, or Display Color (#hex).
4. Click Update.

Archive a Control Tag

1. On the Active tab, click the ⋯ menu on a tag row.
2. Select Archive.
3. Confirm the action.

Archived tags are no longer available for new assignments.

Restore an Archived Control Tag

1. Switch to the Archived tab.
2. Click the ⋯ menu on the archived tag row.
3. Select Restore.
4. Confirm the action.

The tag returns to the Active list and becomes available for assignment again.

Assign Control Tags to Users

Assign tags from Users:

1. Open Admin hub > Users.
2. In the Control Tags column (or in User Details), click the tags area for the user.
3. In the Edit Control Tags dialog, select or deselect tags and optionally provide a reason.
4. Click Save.