How to Turn Tags On or Off for Your Team

Admins now have the ability to fully control tags within their account settings. By default, the toggle for tags will be set to ON, allowing drivers and managers to utilize them as usual. However, admins can choose to turn this feature OFF if desired.

To learn how to manage Tag settings, follow the steps below: 

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

Step 2: Click on 'Team Settings'. 

Step 3: Click on 'Tags'. 

Step 4: To turn Tags off click on 'Edit settings'. 

Step 5: You have two options to control tags here. The first toggle controls the visibility of tags to all team members.

When this toggle is turned OFF (grey):

• Drivers won't be able to add tags to their trips or expenses anymore.
• Existing tags on trips or expenses will still be visible, but drivers won't be able to add new ones.
• The Tag field will be hidden on your members' trip/expense details.

Step 6: If you want your team to use tags but prevent them from creating their own, the second toggle is what you need. When this toggle is ON (green), managers of your teams and sub-teams can create and use custom tags. However, if it's turned OFF (grey), they won't be able to create tags for their sub-teams, and drivers won't see these tags in their expense and trip details.

That's it! Now you know how to manage your team's tags.

Customer Support:

If you need to contact support or have questions, please check out our help center at help.everlance.com or reach out at support@everlance.com or by phone at (872) 814-6308 (USA) or (877)704-2687 (CAN). Our office hours are 9am-5pm EST Monday - Friday and 9am-1pm EST on weekends.