Tags by Location enables Walla sites with a Franchise Configuration to create corporate level, franchise level, ad location-specific tags. This system organizes tags into different categories, solving the problem where the same tag name could mean different things across different locations.
Corporate Level Tags
Corporate tags are tags that are created and managed by corporate users within the company. These tags are visible to all locations and can be applied to any client. They are denoted by a "C" prefix, such as "C VIP".
Create a Corporate Level Tag
Follow these steps to create a Corporate Tag:
From the Main Navigation menu select Tags
Select Create a Tag
Enter the Tag Name and choose a tag color
Select Submit
Franchise Level Tags
Franchise tags, on the other hand, are created and managed by users within a specific franchise. These tags are only visible within that franchise and cannot be seen by other franchises. They are denoted by an "F" prefix, such as "F Big Spender".
Create a Franchise Level Tag
Follow these steps to create a Franchise Level Tag:
From the Main Navigation menu select Tags
Select Create a Tag
Enter the Tag Name and choose a tag color
Choose a Franchisee from the drop-down
Select Submit
Corporate Management of Franchise Tags
Corporate users cannot remove franchise tags from clients, even for cleanup. Options for handling this:
Create a secondary profile with franchise permissions
Temporarily adjust permissions
Have the franchisee handle their own tag cleanup
Corporate User Tag Capabilities
Corporate users have system-wide access to create and manage corporate tags, but with specific limitations regarding franchise tags. This ensures corporate-level organization while respecting franchise autonomy.
Corporate can:
Create corporate tags
Edit/delete corporate tags
Add a corporate tag to ANY client
Add a corporate tag as a pre-req to any class
View all corporate tags and all franchise tags on a client
Corporate cannot:
Add/edit/delete franchise tags
Apply franchise tags to any client (this includes removing a tag from a client)
Franchise User Tag Capabilities
Franchise users have full control over their own tags but are limited in their interaction with corporate tags and other franchises' tags. This maintains clear boundaries between different locations while allowing appropriate tag usage.
Franchisees can:
Create franchise tags for their franchise only
Edit/delete franchise tags for their franchise only
View tags on clients that are corporate tags and their own franchise tags
See labeled tags in the list differentiating between "C" Corporate and "F" Franchise
Tag anyone (based on permissions) with Corporate tags or their Franchise tags
Franchisees cannot:
Add/edit prereqs on any classes
View tags from any other franchise
Delete or use tags from other franchises
Home vs. Associated Location
Home Franchise can:
Add/edit/delete both THEIR franchise and corporate tags from clients who are homed with them
View only their tags and corporate tags on clients
Associated Franchise can:
View only their tags and corporate tags on a client
Edit/remove only their tags (not corporate tags)
🔒 Permissions
To view tags: No special permission needed if you can view the client. You'll only see corporate tags and tags from your location.
To create/edit tags: Need Managing tags page permission. This is location-specific. Non-corporate users cannot modify corporate tags.
To apply/remove tags: Need Tagging/Untagging Clients permission. This is location-specific. You'll only see tags you're allowed to use.