ACHQ - Managing Labels

Tags classify child accounts. Use them to filter Accounts and to target approval rules or asset sync (the older ACHQ Labels).

1. How to open Lables
2. Open ACHQ Partner Portal.
3. Click the Settings icon located in the top right hand corner of the page.
4. Click the Labels sub menu.

The table lists Name, Display value, Color, Status, Weighting, Created date, and Edit. Use Search labels to find a label.

How to create a Label

• Click the "Add Label" button.
• In the Add a label panel, enter a Display value (required).
• Optionally pick a Color (hex or swatch), set Weighting, and choose Active or Restricted.
• Click the "Add Label" button.
  
  

How to assign a tag to a child account

• Open ACHQ → Accounts.
• Open the child account.
• Click Edit, choose the tag under Client Account Labels, then Save changes.
• How to edit or delete a label
• Click Edit on the row, or open the overflow menu.
• To delete, use Delete and confirm.
• Check which accounts still use a label before you delete it.