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Tags are free-form labels you apply to vendor relationships to organize them outside the structure of Business Units and tiers. They’re flexible by design — use them however makes sense for your program. Tags are managed in Settings → Tags; managing the tag library requires Admin or Program Manager access. Tags can be applied to relationships by any user with edit access to that relationship.

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What Tags Are Used For

Tags are available as filters throughout the platform:
  • Relationships list — filter your vendor portfolio by tag to see a specific subset
  • Risk Insights — scope dashboard metrics to relationships with a specific tag
  • Bulk actions — select all relationships with a tag and perform an action on them at once
  • Advisory outreach — filter which vendors receive a risk advisory response request by tag
Because tags are searchable across the platform, they work well for temporary or cross-cutting groupings that don’t fit neatly into a business unit or tier.

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Common Tagging Strategies

Tags work best when they’re defined and documented for your team so everyone applies them consistently.

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Creating and Managing Tags

From Settings → Tags:
  • Add a tag — select Add Tag and enter the label
  • Rename a tag — open the tag’s three-dot menu and select Edit; the rename applies everywhere the tag is used
  • Delete a tag — removes the tag from all relationships it’s applied to; this cannot be undone
Deleting a tag removes it from all relationships immediately. If you want to stop using a tag without removing historical data, rename it with a prefix like _deprecated_ instead of deleting it.

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Applying Tags to Relationships

Tags can be applied when creating a relationship or at any time afterward:
  • During creation — the Add Relationship form has a Tags field
  • On the relationship detail page — go to the Details tab and add or remove tags from the relationship settings
  • Via bulk import — include comma-separated tags in the Tags column of your CSV
Tags on a relationship are visible on the relationship list page and the relationship detail page.

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Filtering by Tag

On the Relationships list page, use the Tags filter in the filter bar to show only relationships with a specific tag (or combination of tags). The filter supports multi-select — you can show relationships that have any of the selected tags, or all of them, depending on your filter mode. Tag filters are also available in Risk Insights dashboards to scope metrics to a specific subset of your portfolio.