Self-service tags

A tag on its own does nothing. It works as a pair: the tag sits on the service, and the same tag sits on the person or the group. Only where both match does the service appear in that person's marketplace.

That is what makes tags the quiet alternative to activating everything. Activation opens a service to everyone with self service. A tag keeps it closed and hands out access individually, which is how premium phones stay with field sales and design software with the design team.

You can tag the person directly, as in the walkthrough, or tag a group and let membership do the work. The group route is the one that survives staff changes: someone joining field sales inherits what field sales can see, and nobody has to remember to set it.

Tags are also the fastest way to answer the question you will get most often, which is why a colleague cannot find something in the marketplace. Either the service is not activated, or it is tagged and the person is not.

Read more

Self-Service Tags

Next

With people and their access in place: Roles and permissions.