Set user labels
How to use and set user labels?
A label can be used to distinguish between different users and their area of expertise.
To learn how to use user labels, see the information below.
Q&A workflow efficiency: Adding user labels for the Buy side and Sell side enables Q&A admins to filter incoming questions based on the user's label and directly assign these questions to the AD with the corresponding label.
Compare users' activity: Categorizing users with user labels can be useful in the document activity by user report. When labels are used, VA's can compare the activity of users of all groups with the same user label. For example, how active all users with the label 'Legal' have been.
Insights are an easy way to visualize the interest and progress of different buyers. Using labels enables VA's to filtered by area of expertise, having a comparative overview of the engagement of each buyer group.
1. Hover over a user until Set label appears.
2. Click on Set label and select one of the default user labels (legal, finance, tax, IT, etc.) or create your own label by selecting New label.