Assign key-value pairs to help describe, categorize, and facilitate easy search and retrieval of workspaces, scans and issues. Tags can enhance user experience by enabling quick access to navigate through filtering. These allow users to label data using descriptive keywords that may be relevant to integrated/extended projects, teams, and pipelines, making it easier to organize.
Users have an option to add URLs to a tag to enable access to relevant links directly from the tool or for descriptive purposes and to add context.
Anatomy of a tag:
There are 4 fields associated with a tag: 1. Tag (name) 2.Value 3.URL 4.Category
The Tag’s name (Key) and Value are required fields. URL remains optional. The category field allows you to select the type of tag, tying it to where the tag will surface within the DigitSec platform.
Tags that have URLs can be clicked to redirect to the stored link.
Categories:
There are 3 categories of tags that correlate to the part of the platform the tag can be used for and accessed within, i.e. the scope of the tag. Users can assign tags by clicking the 3-dot overflow menu as shown below:
1. Workspaces:
2. Scans:
3. Issues:
Select ‘Edit selections’ > ‘Add Tag’ to bulk assign tags to issues from the issues page or click ‘Assign Tag’ directly on an issue’s details page.
Users can only create, assign and remove tags directly from the workplaces, scans or issues pages (depending on the permissions for their role). All other tag actions can be performed from the tag library.
The Tag Library:
Serves as the centralized hub to view, organize and manage tags. It can be located by navigating from: Configure > Tags. The 2 tabs within the library carry the list of Active and Inactive tags. Users can export lists and perform all tag functions from the tag library.
Actions performed on tags:
1. Create:
Create a new tag by clicking on the “Assign tags” option on workspaces, scans or issues page. It can also be created in the tag library using the “Create a new tag” button. To create multiple tags simultaneously click the “+Tag” button as shown below.
The Tag name (key) and value pair need to remain unique within each category. Setting the category as “All Categories” while creating a tag will enable it to be used across workspaces, scans as well as issues. Categories cannot be updated after tag creation.
2. Assign:
To assign a tag from a list of existing tags. A single tag can be assigned to as many workspaces/scans/issues as needed and each workspace, scan or issue can have multiple tags.
3. Remove:
To remove a tag, simply click on the “ x “ icon visible on tags. It will unlink that assignment, but the tag will remain available in dropdowns and the tag library for future use/tagging.
4. Deactivate:
Deactivating a tag will prevent it from being available for new assignments. However, all existing assignments will remain intact, i.e. it does not unlink a tag from workplaces, scans or issues it was assigned to prior. Deactivated tags turn red across the platform. You can still search using a Deactivated tag as long as there are Workspaces, Scans, or Issues that still have that tag assigned.
This action will only be possible at the Tag Library.
5. Restore:
A deactivated tag can be restored from the inactive tags page by selecting the tag and clicking the “Restore selection” option on the top-right corner of the table. That tag will then move the back into the active list.
6. Edit:
A tag can be edited by selecting it from the tag library and clicking the “ Edit selection” option on the top-right corner of the table and clicking “Update” upon completion. Only the tags’ name, value and url can be edited.
Note: If a user intends to create a new tag while performing a bulk update on the issues page they would need to ensure they also assign the tag by selecting it in the dropdown post-creation, unlike the workspace, scans and issue pages where the “Create a New Tag” dialogue will create and assign the tag.
Access, Roles and Permissions:
With the introduction of the Tags Library we have added more granular permissioning around Tags. In place of the older Issues> Tags Permission, we now have:
- Create Tags: This permission will provide users the capability to create new tags.
- Assign Tags: This object will enable users with Write permission to Assign Tags
Existing users that have Admin, Workspace Manager or Workspace User roles now have WRITE privileges to both the aforementioned permissions. All Custom workspace roles now just have READ access around tags by default. To enable those users to Create Tags and Assign Tags, navigate to Setup on the top nav bar and head to the Roles tab in the sub-tab navigation. Then edit all such roles to add the 2 new permissions for them (and set them to WRITE). Users that have roles assigned with WRITE permissions enabled can perform all tag functions on the workspaces they have access to.
