In order to allow for higher levels of reporting capabilities including the ability to specifically exclude or include carrier accounts when running reports and dashboards, MachShip has the concepts of tags and tagging. In the article below we will outline how you can link a created tag or tags to one of your carrier accounts.
Navigate to the Carrier Accounts Page
To Assign a Tag to a Carrier Account, Go to Admin and select Carrier Accounts.
Under Carrier Accounts, find the carrier account that you need to link up the tags.
Go to the Cog Wheel on the right hand side, then select Edit Carrier Account.
On the Edit Carrier Account screen, scroll down to the bottom screen to see Tags text box.
Enter the particular Tag that needs to be linked up on the Carrier Account. It will return an available tag that was created.
- NOTE: You can enter multiple tags on this option. You will see it on the Selected Tags section:
- You can also remove the Selected Tags by clicking X on the tag or Clear All if you want to remove everything.
Select Save Carrier Account to save your changes.