Change the scope of a tag

Change the organization where a tag is defined. A narrower scope can remove the tag from assets that no longer fall inside the new scope.

Before you begin

  • Your role must include the Manage definitions permission under Tag Management in the Ecoverse section of Roles and Permissions.

  • The tag must belong to your own organization or a child organization. You can't edit tags inherited from a parent organization.

Steps

  1. Go to Ecoverse > Configuration > Tag Management.
  2. Select the tag to open its details or select Edit from the Actions menu in the tag's row.

  3. Go to the Settings tab.
  4. In Scope, choose the new organization.

    Moving to a narrower scope or a new organization removes the tag from assets outside the new scope.

    Tag settings tab with the Scope list highlighted.

  5. Select Save.

Result

The tag moves to the new scope. What happens to assets that already have the tag depends on the direction of the move:

  • Moving to a narrower scope removes the tag from assets outside the new scope.
  • Moving to a sibling organization removes the tag from all assets.
  • Moving to a broader scope keeps the tag on all assets.

For dynamic tags, the system recalculates the matching assets in the background.

Related topics