Settings > Tags

The Tags section of the Settings app is where you enable the use of tags in FOLIO apps.

Permissions

To interact with Tag settings, a user needs to be assigned the following permission:

  • Settings (Tags): Can enable or disable tags for all apps. This permission allows the user to enable or disable tags globally in FOLIO.

Note: This is the only permission available for Tags settings. You are unable to view and access Tags settings if you do not have this permission assigned to you. You can assign permissions to users in the Users app.

Settings > Tags > General

Use this setting to enable or disable tags across the following FOLIO apps:

  • Finance > Funds
  • Inventory
  • Invoices
  • Orders
  • Organizations
  • Receiving
  • Requests
  • Users

Enable tags

  1. Select the Enable tags checkbox.
  2. Click Save. A confirmation message appears and the setting is saved.

Disable tags

  1. Clear the Enable tags checkbox.
  2. Click Save. A confirmation message appears and the setting is saved.
Last modified October 18, 2022