Learn the difference between public and restricted tags. Learn about the different user permissions and how they affect visibility of both tags. Learn when you may wish to use a restricted tag.

Choosing between ‘Public’ or ‘Restricted’ Tags - Mobile and Desktop

1. Navigate to your tag settings:
   1. Mobile: Select ‘more’, select ‘settings’, and select ‘tags’.
   2. Desktop: Select ‘settings’, select ‘tags’.
2. Select to add a new tag, or edit an existing tag.
3. Here, below the tag name, you'll see the option to select between a ‘Public’ or ‘Restricted’ tag
4. Below we will explain the difference and how to use them

Public Tags

• If a tag is public, any records under this tag are viewable by those WITH read record permissions enabled in Resolution.
• Public tags are green, both in your tag settings, and when filtering the records timeline by tags.

Restricted Tags

• If a tag is restricted, users WITHOUT the farm manage permission ARE NOT able to view this tag and records. 
• ONLY farm users with the farm manage permission enabled can view restricted tags and records.
• Restricted tags are red, both in your tag settings, and when filtering the records timeline by tags.
• Note: Restricted tags turn green once added to a record, however these are still restricted from other users without manage farm permissions.

Best Practices

• Use ‘Public’ tags for general farm information and record keeping
• Use ‘Restricted’ tags for sensitive information. For example:
  • In the above image, we see the ‘Insurance’ tag, under the ‘Policies and procedures’ tag category. This insurance tag will have sensitive records and information the farm owner may not want other farm users seeing, therefore it is a restricted tag.
  • Another example may be creating tags for each staff member, and setting these to restricted. This way records and information such as contracts, write-ups etc. can be placed under the restricted staffs' tag. So that other farm users can not see this information.