Understanding Tag Behavior

Tag Behavior

Behavior

Explanation

Open

Open tags have no effect on who can view the data or entities associated with the tag. They allow an organization to categorize or filter the information by their associated tag.

Permissive

Permissive/restrictive tags control visibility constraints through users, certification roles, and/or access levels. They act as a security setting for the entity. Individuals assigned visibility are the only people who can see the entity and the tag.

When a singular tag exists on an entity, there is no difference in the functionality of permissive and restrictive tags. Individuals assigned visibility from the tag will have access to the entity.

If an entity is assigned multiple permissive tags, the entity will be visible to anyone assigned visibility to any one of the permissive tags on the entity. The only tags that will be visible are the ones an individual is assigned to.

Restrictive

If an entity is assigned multiple restrictive tags, the entity will only be visible to individuals that have been assigned visibility to EVERY restrictive tag on the entity.

If an entity is assigned a permissive and a restrictive tag, visibility is determined by the restrictive tag. An individual must have visibility of all assigned restrictive tags on an entity to see the entity. Visibility granted from a permissive tag is nullified by the presence of a restrictive tag.

You must include yourself when creating permissive or restrictive tags, otherwise they will no longer be visible to you.  If this happens, you will need to contact your site admin or KAStrack technical support.

** Companies and Certification Roles (in the People Module) do not honor permissive and restrictive tags. Any tags assigned to these entities will be treated as open tags, regardless of the assigned behavior.

Certifications (in the People Module) DO honor permissive / restrictive tags.