Working with user labels

MeetingBooster lets you organize users by user group and set up user hierarchies. While this gives you plenty of options for organizing users, sometimes it may be handy with a third way of organizing and labelling users, especially in large or complex organizations.

The user label feature in MeetingBooster allows you to define any number of user labels that you can use to group users, or add extra fields to store information about particular users. The labels are shown on the Details tab for each user under User Management; when editing users, you can use them as necessary. For more information on setting up and editing users, see "Adding users" and "Editing users".

If you enable user labels for filtering (see below), you can quickly and effectively filter users when running reports on the Dashboards tab. For more information, see "Working with dashboards".

There are two types of label: free text labels and drop-down labels.

Free text labels allow you to enter any text you like when using the labels in user management.

Drop-down labels provide you with a drop-down list of options that you can select during user management.

Creating labels

Click Settings and select Admin.

Click User Labels in the menu.

Click Add .

Enter a name for the label.

Select Use this label in filters if the label is to be used for filtering dashboard reports.

To create a free text label

Select Free text.

Click Save.

To create a drop-down label

Select Dropdown. The Add and Delete buttons become active.

Click Add to add a drop-down value, and enter the value in the blue editing field.

(Optional) Add more values.

(Optional) Delete existing values by selecting them and clicking Delete .

Click Save.

Organizing labels

The order in which the labels are displayed on the User Labels page defines the order in which they are shown on the User Management page. You can change the order of the labels by using drag and drop.

Click the label to be moved, and drag it to the desired position on the list.

Using labels

When adding or editing a user, you can now use the labels to enter additional information as follows:

For free text labels, enter text in the label field.

For drop-down labels, select an option on the drop-down.

Remember to click Save after adding or updating a user.

Deleting labels

Select the label to be deleted on the User Labels page.

Click Delete , and confirm the deletion in the dialog that opens.

All user data associated with the label will also be deleted.