Managing Tags

Formatted as key:value, tags can be applied to most resources in Conductor:

• Workflows
• Tasks
• Secrets
• Environment variables
• Integrations
• Prompts
• User forms
• Schedules
• Webhooks
• Applications

Tags are useful not only for organizing your resources, but also for bulk-sharing resource access at a group or application level.

Assigning tags to resources

You can add or remove multiple tags to various resources.

To add or remove a tag:

1. In the left navigation menu, go to Definitions and select Workflow / Task / Secrets / Environment Variables / AI Prompts / User Forms / Scheduler / Webhook
   OR go to Integrations
   OR go to Access Control > Applications depending on the resource you want to tag.
2. Locate the specific resource.

   

3. In the Actions column, select the Tag icon.
   A pop-up window for Edit Tags appears.

   

4. To create a tag, enter a tag in the key:value format and select Enter.
5. To remove a tag, select x next to the tag.
6. Once tagged, select Save.

Bulk-access to resources using tags

Tags simplify permission management for large teams or projects. After tagging individual resources, you can use the tags to bulk-share resource access at a group- or application-level.

Granting tag permissions

You can grant tag permissions to groups or to applications. When granting tag permissions, ensure that the relevant resources contain the specific tag (such as team:engineering).

For Groups

info

This feature is only available to Admins.

To add permissions to a group:

1. In the left navigation menu, go to Access Control > Groups.
2. Select the group name or the Edit icon located next to the group name.
3. In the Permissions section, select + Add Permission.
4. Toggle to the Tag tab and select the tag to provide access to.
5. Toggle the access levels for your selected resource:
   • Read—Users will be able to view the resource.
   • Update—Users will be able to update the resource.
   • Execute—Users will be able to execute the resource.
   • Delete—Users will be able to delete the resource.
6. Select Add Permissions.

All users in the group now have access to all resources under the tag. You can select the drop-down icon to view all of the tag’s resources.

For Applications

To add permissions to an application:

1. In the left navigation menu, go to Access Control > Applications.
2. Select the application name or the Edit icon located next to the application name.
3. In the Permissions section, select + Add Permission.
4. Toggle to the Tag tab and select the tag to provide access to.
5. Toggle the access levels for your selected resource:
   • Read—The application will be able to view the resource.
   • Update—The application will be able to update the resource.
   • Execute—The application will be able to execute the resource.
   • Delete—The application will be able to delete the resource.
6. Select Add Permissions.

The application now has access to all resources under the tag. You can select the drop-down icon to view all of the tag’s resources.

Watch how to use tags to manage permissions in Orkes Conductor.