Create and manage tag definitions

This article explains how to create, edit, and delete tag definitions in N-sight. For an overview of tagging, see Asset tagging (New).

Prerequisites

To manage tags, your role must have the Manage definitions permission enabled in the Tag Management section of Ecoverse permissions.

Create static tag definitions

  1. In the left navigation, go to Tag Management.

  2. Select Add Tag.

  3. In the Tag Management wizard, choose Static tag.

  4. On the Details step, enter the following:

    1. Tag name: Use only letters and numbers. Do not include spaces or special characters. The name must be unique within its scope. We recommend 64 or fewer characters.

    2. Description (optional): Add a description to clarify the tag’s business purpose. This helps others understand its intent and any downstream effects.

    3. Resource type: Currently limited to Assets.

    4. Category (optional): Start typing to search for an existing category or create a new one to group related tags. Categories support filtering in Tag Management and the Assets view.

  5. Select Next.

  6. On the Tag Access step, define where the tag can be assigned:

    1. Enter a search string to find a node (service organization, customer, or site), then select Search.

    2. (Optional) Select or clear the node Categories to filter the search results.

    3. From the search results, select the node where you want to grant permission to assign the tag.

      Permissions granted to a node also apply to all its child nodes.

  7. Select Next.

  8. On the Summary step, review your selections.

  9. Select Confirm to create the tag.

  10. Review the summary of your changes, then select Done.

Edit tag definitions

When you edit a tag, changes are automatically reflected in all assets where the tag is assigned.

  1. In the left navigation, go to Tag Management.

  2. Search for the tag you want to edit.
  3. From the Actions dropdown list in that row, choose Edit.

  4. In the Details tab, update the tag details. If you have finished all your changes, select Save.
  5. To updated tag access:
    1. Go to the Tag Access tab.
    2. Use search to modify the nodes where the tag can be assigned.
  6. Select Save.

Delete tag definitions

When you delete a tag, it is deleted and removed from all the assets where it is assigned.

  1. In the left navigation, go to Tag Management.

  2. Search for the tag you want to delete.
  3. From the Actions dropdown list in that row, choose Delete.
  4. Confirm the deletion.

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