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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, so use them however makes sense for your program. You manage tags in Settings → Tags. Managing the tag library requires Admin or Program Manager access. Any user with edit access to a relationship can apply tags to it.

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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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Tag names

Tag names accept letters, numbers, and spaces only, up to 30 characters. VISO TRUST rejects hyphens, underscores, slashes, and other punctuation, so write multi-word tags with spaces. Tags work best when they’re defined and documented for your team so everyone applies them consistently.
A relationship can carry up to 20 tags. Beyond that, adding another is rejected. In a bulk action, VISO TRUST reports how many relationships were skipped for reaching the limit.

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Creating and managing tags

Settings → Tags lists every tag with its Usage Count and Last Used date, so you can find tags nobody applies any more.
  • Add a tag: click Add Tag, enter the name, and select a Color. The color is how the tag is recognized at a glance on the relationship list and detail pages.
  • Rename a tag: open the tag’s three-dot menu and select Edit; the rename applies everywhere the tag is used. You can change the color here too.
  • 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. To stop using a tag without losing that history, rename it instead of deleting it (for example, prefix the name with Deprecated). Sort by Last Used to find candidates.

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Applying tags to relationships

You can apply tags when you create 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. The same name and count rules apply: a row with more than 20 tags, or a tag name with punctuation in it, is rejected.
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.