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Tags & Classification

Tags Management

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title: Tags Management category: Tags & Classification tags: tags, classification, categories, filtering, organization priority: Normal

Tags Management

Tags in IdentityCenter provide a flexible classification system for organizing and labeling identities, objects, and groups. They enable targeted filtering, policy scoping, and operational workflows that go beyond the fixed attributes synced from your directories.

Accessing Tags Management

Navigate to Administration > Tags Management or go directly to /admin/tags-management. The Tags Management page displays all existing tags, their categories, and usage statistics.

Creating Tags

To create a new tag:

  1. Click Create Tag on the Tags Management page
  2. Fill in the tag properties:
Property Required Description
Name Yes A short, descriptive label (e.g., "VIP," "Contractor," "High Risk")
Description No Explanation of when and why to apply this tag
Color No Visual color for display in lists and dashboards
Icon No Icon for quick visual identification
Category No Grouping category for organizing related tags
  1. Click Save to create the tag

Naming Conventions

Choose tag names that are concise, consistent, and self-explanatory:

Good Examples Poor Examples Why
VIP Important Person Too verbose
Contractor C Too abbreviated
Service Account SVC_ACCT Unclear to other administrators
High Risk !!! Not descriptive
Pending Offboard To Be Removed Eventually Too long

Tag Categories

Tag categories group related tags together for easier management and navigation. Categories are optional but recommended for organizations with many tags.

Example Category Tags Within
Risk Level High Risk, Medium Risk, Low Risk, Under Review
Employment Type Full-Time, Contractor, Vendor, Intern, Consultant
Compliance SOX In-Scope, HIPAA Covered, PCI Cardholder, GDPR Subject
Operational VIP, Service Account, Shared Account, Break-Glass
Lifecycle Pending Onboard, Active, Pending Offboard, Archived

To create or manage categories, use the Categories tab on the Tags Management page. Each category can have its own color scheme to visually distinguish groups of tags.

Applying Tags

Applying to Individual Items

Tags can be applied to identities, objects, and groups from their respective detail pages:

  1. Navigate to the detail page of the identity, object, or group
  2. Locate the Tags section
  3. Click Add Tag
  4. Search for and select the tag
  5. The tag is applied immediately

Bulk Tag Application

For applying tags to multiple items at once:

  1. Navigate to the Objects browser (/admin/directory/objects), People page, or Groups page
  2. Use checkboxes to select multiple items
  3. Click the Tag action in the bulk operations toolbar
  4. Select the tag to apply
  5. Confirm the bulk operation

Bulk tagging is useful for scenarios such as:

  • Tagging all members of a department as "SOX In-Scope"
  • Marking a group of contractor accounts discovered during an access review
  • Classifying service accounts identified during a sync

Removing Tags

To remove a tag from an item:

  1. Navigate to the item's detail page
  2. In the Tags section, click the remove icon next to the tag
  3. Confirm the removal

Tags can also be removed in bulk using the same selection workflow described above.

Tag-Based Filtering

Tags integrate with filtering across IdentityCenter, enabling you to quickly narrow down views to tagged populations.

Objects Browser

In the Objects browser at /admin/directory/objects:

  • Use the Tags filter to show only objects with a specific tag
  • Combine tag filters with attribute filters (e.g., "Show all objects tagged 'High Risk' in the Finance department")
  • Save filtered views for quick access

People Page

On the People page:

  • Filter by tag to see all identities with a specific classification
  • Combine with organizational filters (department, manager, division)
  • Export filtered results for reporting

Groups Page

On the Groups page:

  • Filter groups by tag to find specifically classified groups
  • Identify groups tagged for compliance review

Using Tags for Policy Scoping

One of the most powerful applications of tags is policy scoping. Policies can include or exclude tagged populations:

Including Tagged Populations

Scope a policy to only evaluate items with a specific tag:

Policy Tag Scope Effect
SOX Segregation of Duties SOX In-Scope Only evaluate users tagged as SOX in-scope
HIPAA Access Control HIPAA Covered Only evaluate users with access to PHI systems
Privileged Account Monitoring Admin Only monitor accounts tagged as administrative

Excluding Tagged Populations

Exclude specific tagged items from policy evaluation:

Policy Tag Exclusion Effect
Stale Account Detection Service Account Do not flag service accounts as stale
Missing Manager Break-Glass Do not require managers on break-glass accounts
Password Age Managed Service Account Exclude accounts with auto-rotating passwords

VIP Tag Pattern

A common pattern is the "VIP" tag, which identifies high-profile individuals (executives, board members) who may require special handling:

  • Exclude VIPs from automated account disablement policies
  • Route VIP access reviews to a senior reviewer
  • Generate separate compliance reports for VIP populations
  • Apply enhanced monitoring policies to VIP accounts

Tags Diagnostic Page

The Tags Diagnostic page helps troubleshoot tagging issues and provides administrative oversight:

Feature Description
Orphaned Tags Tags that are defined but not applied to any items
Tag Usage Statistics Count of items per tag, sorted by usage
Duplicate Detection Identifies tags with similar names that may be duplicates
Category Coverage Shows which categories have tags and which are empty
Bulk Operations Log History of bulk tag applications and removals

Access the diagnostic page from Tags Management > Diagnostics or via the diagnostic link on the Tags Management page.

Seed Tags

IdentityCenter ships with a set of pre-configured seed tags that cover common identity governance scenarios:

Seed Tag Category Purpose
VIP Operational High-profile individuals requiring special handling
Service Account Operational Non-human accounts used by applications
Shared Account Operational Accounts used by multiple people
Contractor Employment Type External contractor accounts
High Risk Risk Level Accounts flagged as high risk by policies or AI insights
Pending Review Lifecycle Accounts awaiting administrative review
Privileged Risk Level Accounts with elevated permissions
Disabled Lifecycle Accounts that have been disabled

Seed tags can be renamed, recategorized, or deleted if they do not fit your organization's needs.

Integration with Other Features

Tags integrate with several IdentityCenter features beyond filtering and policy scoping:

Feature Integration
Access Reviews Scope review campaigns to tagged populations
Compliance Reporting Filter compliance reports by tag
ChatHub Search for tagged items using natural language (e.g., "show all VIP users")
Intelligence Insights AI insights may suggest tags based on behavioral analysis
Workflows Route workflow steps based on tags
Notifications Send alerts when high-risk tagged items have violations

Best Practices

  1. Keep tags consistent - Establish a naming convention and enforce it. Avoid creating tags that overlap in meaning (e.g., "Admin" and "Administrator" and "Privileged").

  2. Use categories - Organize tags into categories to prevent tag sprawl. Categories make it easier for administrators to find and apply the right tag.

  3. Do not over-tag - Apply tags intentionally. If everything is tagged, the tags lose their value as a filtering mechanism. Reserve tags for meaningful classifications that drive governance actions.

  4. Review tag usage regularly - Use the Tags Diagnostic page to identify orphaned tags (defined but never used) and consolidate duplicates.

  5. Document tag purpose - Use the description field to explain when a tag should be applied and by whom. This helps maintain consistency as your team grows.

  6. Align tags with compliance - Create tags that map to your compliance requirements (e.g., "SOX In-Scope," "PCI Cardholder Data Access") so that policy scoping and reporting are straightforward.

  7. Automate where possible - Consider using policies or sync rules to automatically apply tags based on object attributes, reducing manual tagging effort.

Next Steps

Tags: tags classification categories filtering organization

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