Functions: Tags

Everything you need to know about the use of Tags in Sensr Portal is listed below.

What are Tags?

Tags are a useful internal tool on the Sensr Portal that allows you to filter contact access to funds, and communications or assist you in searches. There are two types of tags on the portal:

  1. System Tags: automatically created tags assigned to contacts based on their profile
  2. Configurable Tags: user created tags that are assigned to a contact based on admin preferences

Understand System-generated Tags

In a typical use case, the tag assigned is related to the contact that is associated with an investment or distribution. However, in the case of multiple entity owners, the contact associated with the system-generated tag is the list of owners (investors) that are associated with the entity that is related to the investment.


  • Investor tag - automatically assigned to contacts on the portal who hold an investment in at least one fund.
  • Agent tag - automatically assigned to contacts that are not linked to an investor and are linked to another account on the portal.
  • Prospect tag - automatically assigned to contacts who are not linked to an investor and are not linked to any other accounts on the portal.

Assign a Tag to a Contact

System tags are automatically assigned to a contact; however, you can assign configurable tags to a contact via Bulk Assign Tags or Assign Tags to Specific Contacts.

Bulk Assign Tags

  1. Click on the Functions menu and select Tags.

  2. To assign tag(s) to one or more contacts, enter the tag(s) you would like to add to a group of contacts in the Assign tags to field.

  3. Once the tag(s) have been entered, select the contact(s) you want to assign the tags to in the table using the checkboxes. Then click the Assign X Tags to X Contacts button. Once confirmed, a green banner appears, and the tags(s) will be assigned to the selected contacts.

Assign Tags to Specific Contacts

  1. From the Contacts tab in the menu, select a contact whom you would like to assign a tag. Click Edit Contact Details.


  2. In the Tags menu, use the checkboxes to select tags.

  3. Click Update Contact to save the tags to the contact's profile. A green banner appears to notify of successful tag assignment.

Bulk Remove Tags

  1. Similar to assigning tags, you can remove tags by entering the tags to remove in the field next to Remove Tags from X Contacts.

  2. Use the checkboxes to select which users to remove the tags from and click Remove from X Contact's.

  3. A green banner appears to notify of successful tag removal from the selected contacts.

Filter Contacts Using Tags

You can quickly filter contacts using system-generated tags on the Contacts page. At the top of the page, click on Tags to expand the dropdown menu and filter by the available Tags. Select multiple tags using the checkboxes.