How to Edit Tags

To edit a Tag on your Team Dashboard, Admins and Account Owners have the ability to archive the existing tag and create a new one at any time. Managers, if granted permissions by Admins, can add and archive tags for their team and sub-team. However, Managers cannot archive tags created by Admins or Account Owners.

Follow the steps below to learn how to edit Tags:

Step 1: Log in to your account on the Team Dashboard. 

Step 2: Click on 'Team Settings' from the left side of your screen. 

Step 3: Click on 'Tags'. 

Step 4: Select the Tag you would like to archive. You can use the search bar to help you find specific Tags. 

Step 5: Once you have found your Tag, click 'Archive'.

Step 6: Click, 'Yes, archive tag' to confirm this action. 

Note: Trips and expenses tagged with this label will retain the Tag. Archiving the Tag eliminates the ability to add this specific Tag to future Trips or Expenses.

The Tag has been successfully removed and is no longer available for selection.

Step 7: Next click on 'Create Tag'. 

Step 8: Add a Tag name and code if needed. When you are finished, click 'Create tag'. 

Step 9: You can now view your new Tag on the 'Tags' page.

In this example, I've kept the same Tag name but changed the code. 

Customer Support:

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