Configuring your Partner Site

Configuring System Tags

System tags are an integral part of the Bilby system. Tagging allows the Bilby system to group common entities (Activities, User, etc). This can be very beneficial for reporting purposes.

Tag Status

Tags support various statuses to allow control over tag visibility. Here are the supported statuses and the behaviour of each status:

Status Description
Public Entities with tags that match this status will have their status shown in the public interface.
Private Tags with a private status are an administration only tag. Entities will retain the tag, but not have them shown.
Disabled Tags with a disabled status exist on the system, but cannot be selected in the admin interface. This is handy for special tags or deprecated tag where you may want to retain data.

Tag Weight

Tags have a ‘weight’ field which will determine the order on the public interface. A tag with a low weight number will appear last. Whereas a tag with a high weight number will appear first in a list.

For example this is the order that would appear:

Name Weight
Tag 1 (First) 9999
Tag 2 0
Tag 3 (Last) -9999

Bilby currently supports tagging different types of entities. We will outline the most important tags below.

Activity Tags

Activity tags are a way to manage what types of activities are offered. For example, If a Partner would like to offer ‘Cycling’ as an activity, a Partner Account can simply create a tag in the admin interface. This will now be available to be selected as an activity type by a leader offering an activity.

They are also important for several reasons:

  • Users can quick filter to select different types of activities on offer
  • Users the ability to subscribe to certain activity types
  • Activity Officers can retrieve reporting metrics based on tags

Managing Tags

  1. Login with a Partner Account
  2. Navigate to ‘Manage Tags’
  3. Select the ‘Activity Types’ tab
  4. Edit, Create or Remove any tags

Adding tags to an activity

Activity tags are available when creating a new activity. They are also able to be changed at anytime. The system enforces at least 1 activity tag to be selected by an activity owner.

User Tags

User tags are important for several reasons. A Member Officer can filter and create reports based on tags that have been assigned to members in the system.

User tags can also be used to restrict users from being able to run activities. Read more about Configuring activity types

Managing Tags

  1. Login with a Partner Account
  2. Navigate to ‘Manage Tags’
  3. Select the ‘User Tags’ tab
  4. Edit, Create or Remove any tags

Adding tags to a user

For information about adding tags to a user see the Membership Tagging page.

(LAST UPDATED)