Topic
This article explains how to create, assign, and manage system tags in NinjaOne.
Environment
NinjaOne platform
Description
Use NinjaOne system tags to classify devices (including mobile endpoints) beyond the set of roles and custom fields. With tags, you can show the device in a device search, assign specific automation and additional conditions to it, and filter to devices with that tag.
Select a category to learn more:
- Give Technicians Permission to Create and Assign Tags
- Create a System Tag
- Assign a System Tag
- Merge or Delete Tags
- Additional Resources
Give Technicians Permission to Create and Assign Tags
You must enable permissions on a technician's NinjaOne account to allow them to create and assign tags.
- To learn more about assigning permissions to individual technicians, refer to User Permissions: Permission Options.
- To learn more about assigning permissions to multiple technicians, refer to User Roles and Permissions.
On the technician account or role configuration page, select System and select the applicable access level from the drop-down menus for Tag Creation and Tag Assignment.
Technicians can have a combination of the following access levels:
- View (minimum level access)
- Create
- Update (edit or merge tags, delete assignments)
- Delete
Figure 1: Assign tag creation and assignment permissions to a technician
Create a System Tag
To create a system tag, perform the following steps:
- In NinjaOne, go to Administration → Library → Tags.
- In the Tags pane, click Create tag.
Figure 2: NinjaOne → Administration → Library → Tags → Create tag
- Give your tag an identifiable name and, optionally, a description.
- Click Create.
You can also create a tag directly from the device dashboard. Refer to the following section for more information.
Assign a System Tag
When you assign a tag, the tagged device becomes a "target." The Targets column on the Tags management page refers to the number of devices assigned that tag.
To create a target, perform the following steps:
- From the Devices search page or organization dashboard, open the device dashboard.
- To learn how to use the Devices search page, refer to Devices Search Page.
- To learn how to access and use the organization dashboard, refer to NinjaOne Platform: Navigating the System and Organization Dashboard.
- Click Edit in the top right corner and select Tags.
Figure 3: NinjaOne device dashboard → Edit → Tags
- Select an existing tag from the drop-down menu or click Create tag. If you create a new tag, you must select it from the drop-down menu after saving it. You can add multiple tags to a device.
Figure 4: Select or create tag for device dashboard
- Click Update to confirm the selection.
The tag displays at the top of the dashboard under the device name.
Figure 5: View device tags
Merge or Delete Tags
To merge or delete tags, select the checkbox(es) next to the Name column. The action buttons appear above the table.
Figure 6: Merge or delete a system tag in NinjaOne
When merging, use the modal to configure a merge method:
- Merge selection into an existing tag. If you select this option, use the Merge with drop-down menu to choose the top-tier tag.
- You can choose to merge with a tag that was not selected (notice that in Figure 7, the tag labeled "VIP" was not selected but still appears as an option for merging).
- The top-tier tag will be the name of the tag on the Tags page. For example, if "tag 1" and "tag 2" are selected and "tag 3" is selected from the Merge with drop-down menu, then "tag 1" and "tag 2" will no longer display on the Tags page, but "tag 3" will show the sum of all tag targets.
- The name of the top-tier tag will display on the device dashboard instead of the name of the merged tag.
- Create a new tag to contain the selection. Use this option to create a new tag. This tag will show as an existing tag once saved.
Figure 7: Merge tags
Additional Resources
Refer to the following resource(s) to learn more about NinjaOne tags: