A tag is a key-value pair which defines a relationship between two entities in Formant. Among their many uses, tags can be used to group entities, and restrict user access to entities.

This guide will teach you how to create and configure a tag, and apply that tag to various entities in Formant to dictate their relationship and access to each other.

Step 1: Create a tag

1. In Formant, in the upper-left corner, open the menu and go to Settings >> Tags.
2. In the upper-right corner, click the Add Tag button. Give your tag a name and click Continue. This name is your tag key (e.g., device-type).

Step 2: Configure your tag

Configure your new tag as follows:

Step 3: Apply a tag to a device

1. In the tag configuration screen, click the Choose Devices tab.
2. Set the tag value you want to apply to your devices (e.g., spot). Click Continue.
3. Select the device(s) to which you want to apply the tag. Click Continue.
4. Click Apply to confirm your changes. Your tag key and value will be applied to your device(s) (e.g., device-type: spot).

Step 4: Apply a tag to a user

Users can only see entities whose tags are equal to or a subset of their own. To apply a tag to a user:

1. Go to Settings >> Users.
2. Select the user to whom you want to apply the tag.
3. Click Restrict Access and use this view to see existing tags in your organization and apply them to this user.

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Tagging service accounts

Service accounts show up under Settings >> Users, but do not have the Restrict Access tab.

To apply a tag to a service account, in the Edit service account window, click Show advanced settings and enter the key: value pair.

See also

• Configure access levels
• Create a device group
• Users, roles, and teams

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