🆕Tags

Designed to enhance your productivity within Microsoft Teams, this feature is a game-changer for organizing and filtering contacts across your organization.

Tagging

Tagging contacts helps you quickly filter a contact by categories that you define. A tag corresponds to a one or two keyword phrase that you define and that supports your needs to filter or group a view.

Add tags to a contact

Open a contact's detail view and add tags by selecting from existing ones . Or, create a new one (personal tag) by simply entering the name of the tag and press enter.

We recommend, that you don't use the @-character in a tag.

Organization Tags

Organization Tags bring the tagging functionality to support contact management on an organizational level.

With Organization Tags, users no longer need to tag each contact individually. Contact tagging can be carried out centrally. By assigning organization tags to contacts, users across the organization (controlled by policies Create Policy) can easily filter for the corresponding contacts.

Assign Tag Admin role

The Role "TagAdmin" is assigned directly in Azure > Enterprise Applications > Easy Directory > Users and groups.

Here, click on Add user/group, select a user or a group (e.g. Easy Directory Tag Admins) and assign the role TagAdmin.

Tag Admins can now manage and see all Organization Tags in Easy Directory.

It is recommended to assign the Tag Admin role to as less users as necessary. To enable users to tag contacts with organization tags, you can make use of policies.

Create tags

Organization Tags can be created by TagAdmins on the Settings tab. Just type the tag-name in the corresponding textbox and press enter.

Assign tags

Users with the TagAdmin role or users that are enabled through a policy can assign organization tags on contact cards. They are indicated with an enterprise icon.

Filter for organization tags

Organization tags are listed along personal tags and are indicated by an enterprise icon.

Promote and Degrade tags

Private tags can be promoted to organization tags.

When doing so, you will be asked how the tag should be shared. Best practice is to select "Not shared" and assign it to one of your previously defined policies (learn more Create Policy).

Manage Tags and Policy-Based Access Control

As a tag administrator, you can control who is able to assign or even read specific organization tags, providing a way to granularly control access to tags. As tag administrator, a role that has to be given to you by your Azure Administrator, you can create, update, and delete organization tags in the Organization tags section in settings. A tag administrator can also create and manage tag policies.

The following permission levels exists:

Create Policy

To control access, policies need to be created. Users in the TagAdmin application role can create and manage organization tag policies.

To create a new policy,

  1. click on Add New and specify a name.

  2. Next, select the permission level and select the scope. The scope can be Disabled, Everyboy, or Specifiy. When selecting Specific, one can choose whether to assign the policy to individual users or Entra ID Securit Groups (preferred).

  3. Choose the tags to be included in this policy. Three options exist: - Select individual tags - Add all tags: all current tags are added to the policy - Apply to all current and upcoming organization tags

  4. Save the policy

This example shows a Tag Managers policy, that allows all users in the Entra ID group "ED-OrganizationTag-Managers" to assign the specified organization tags.

Additionally, there is a Global Policy, where everybody can read the organization tags.

Personal Tags

Personal tags are within the scope of a user and let users to add labels to contacts for better individual organization and filtering. Personal tags can simply created by entering the name of the tag on a contact card and press enter.

We recommend, that you don't use the @-character in a tag.

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