Understanding User Tags in Cognexo

User Tags in Cognexo are customisable identifiers that help organise, categorise, and manage users within Cognexo. They play a crucial role in streamlining user management, enabling targeted communications, and maintaining organisational structure within the platform.

Types of User Tags

When creating a new tag in Cognexo, you can define it as one of the following 4 types:

1. A New Company Hierarchy Level

Company hierarchy tags define where users sit within your organisational structure. These tags enable:

• Clear visualisation of reporting structures
• Simplified team management
• Appropriate access permission assignments based on organisational position
• Department or division-specific content distribution
• Organisational analytics and reporting

Example Use Cases:

• Creating "Department" tags like Marketing, Engineering, Finance
• Designating "Office Location" tags for multi-site organisations
• Establishing "Management Level" tags such as C-Suite, Director, Manager

2. A New User Attribute

User attribute tags define characteristics, skills, or qualifications of your users. These tags help:

• Identify specialised skill sets within your organisation
• Group users with similar training or certifications
• Create targeted communication groups
• Enable segmentation during reporting

Example Use Cases:

• Tracking certifications like "ISO 27001 Trained" or "GDPR Certified"
• Indicating specialised skills such as "Advanced Excel" or "Data Analysis"
• Recording training completion status
• Noting language proficiencies

3. A New Unique User ID

Unique user ID tags provide custom identification systems beyond standard system IDs. These tags allow:

• Integration with external systems like your LMS or HRIS
• Easier user tracking across multiple platforms
• SSO setup

Example Use Cases:

• Employee ID numbers
• External system user IDs
• Project-specific identifiers

4. A Target for Specific User Topics

Topic targeting tags allow you to categorise users by interests, responsibilities, or content relevance. These tags facilitate:

• Targeted content delivery
• Interest-based grouping for communications
• Enhanced user engagement through relevant content

Example Use Cases:

• Product interest areas like "Mobile App Features" or "Analytics Tools"
• Project focus areas such as "Mental health champion" or "GDPR champion"
• Specialised knowledge areas
• Event participation groups

Best Practices for User Tags

1. Use a standardised naming convention for all tags.
2. Check for existing tags that might serve the same purpose before creating new ones.
3. Periodically review and clean up unused or outdated tags.
4. Maintain clear documentation about the purpose and usage of each tag type.