Restricting Onboarding to a Specific Worker Tag

Often times there are reasons to restrict the Onboarding to a specific Worker Tag such as ‘CARPENTER’, ‘PLUMBER’ etc.

Tags can be setup for any purpose including status, skills, trades etc.

Tags are setup on the Tags tab in the Admin area.

Portal Workers can be assigned multiple tags in the Admin area by clicking on the Worker record.

Note: Tags are inherited by Workers from their Contact Record. This means that you only have to setup Tags once correctly in the Contact record, and when Workers are created for new portals (which are commonly buckets for ‘worksites’ or ‘projects’) the existing tags will be populated from the Contact record.

The method used to restrict Onboarding to a specific Tag depends on whether that Onboarding has been created already.

For existing Onboarding you can restrict it to a particular tag by switching on Bulk Edit and assigning a Tag Restrict (Add):

Select all the Work you would like to Tag Restrict, and apply the bulk edits.

When adding new work the process is different, because by changing the Tag Context to your desired Tag each new Onboarding record added to the Portal will automatically be restricted to that tag. Then it’s just a case of adding all the Onboarding one-by-one and it will be restricted to that Tag Context.

You can also use the Bulk Edit feature to remove the assignment of a Tag from Onboarding by clicking on the + symbol and it will change to a minus symbol (implying this will remove that tag - not add it).

ADMIN > ONBOARDING > TAG CONTEXT (CHANGE TAG)