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Step 1: Create a tag hierarchy

Learn how to create a tag hierarchy as part of the Data Access Control implementation process.

  1. Navigate to Settings > Administration > Manage Data Access.
  2. Enter the following hierarchy information.

    Field

    Description

    Label

    Name of the hierarchy.

    API Name

    This is an internal reference name used for integrations, This field should start with a character and consist of only numbers and characters in the English language. The name should end with _h. Note that changing the API name can affect existing integrations.

    Active

    Check this box if you want the Data Access Control hierarchy enabled.

    Description

    Description of the hierarchy.

  3. Click save.
  4. Create the tags.
  5. Click save.

After you have entered all your tags, your hierarchy definition will be displayed.

Apply tags to users