Tag Categories let you organize your file tags by category. These categories are specific and customizable to your workspace. Creating Tag Categories can help you tag your files and allow them to be searched and filtered in your workspace more accurately.
Advanced Custom Category features:
Creating a Custom Category
To create or access your Tag Categories, click your user icon in the bottom-left corner of your workspace, then go to Settings.
Under the Files & Collections section, scroll to Tag Categories.
By default, each Stockpress workspace comes with a Tag Category called Tags. You can use this as a general category for your tags or remove it and add your own Tag Categories based on your business needs. For example, a wholesale plant business might want to add categories for plant type or season.
To add a new Tag Category, click the + Tag Category button at the top right of the page.
Add a name such as Plant type and an optional plural version, Plant types, and click save. The plural name will be used in most cases so if this Tag Category will never have more than one tag, you can use the singular name in the plural field as well.
Modifying or deleting tags
There may be a point where you find a tag with a typo or tags that are so similar that you might want to remove one.
You can edit and/or delete any tag at any time by clicking the three-dot icon in the right-hand column of any tag. A modal will open where you can edit the tag and click save.
Advanced settings:
Make tags in a Tag Category required
Adding tags to your files makes it infinitely easier for your users to find what they need in your Stockpress workspace. If you have many contributors, you may want to require that they add at least one tag to a particular Tag Category or Categories.
To make tagging required on a Tag Category, edit the category from the main Tag Categories screen.
Toggle on the 'Required' toggle and click save. All users will now be required to add at least one tag to this Tag Category when editing a previously uploaded file or adding a new file.
Show or hide tags on share links
When you create an external share link, metadata fields are not visible to non-workspace users by default. This protects your potentially sensitive data and tags from being visible to those who shouldn't see them. However, if you want certain tags to be visible to anyone you've shared links with, you can make a Tag Category visible on share links.
Edit the category from the main Tag Categories screen.
Toggle on the Show tags on share pages toggle and click save. All share links will now display this custom category and all associated tags.
Importing tags
To import a pre-set list of tags, click the Import tags button at the bottom-right of the page.
You can select and import a CSV or TXT file with one tag listed per line/row.
Once you select your file, click 'Import'.
Your tags will be listed below in alphabetical order and available to your workspace users when editing or uploading files.
Tag Category settings - what user roles can see and restrictions on adding new tags
You can further restrict what users in your workspace can do with Tag Categories by clicking on the Settings tab within any Tag Category you have created. You can restrict the following:
What user roles can add new tags to Tag Category when editing or uploading.
What user roles can see Tag Categories on single file views.
By default, Admin and Manager roles can see, add, and edit any Tag Categories.
To adjust these settings for a Tag Category, click on the Settings tab.
You will see a list of user roles in your workspace under the Add new tags section AND under the See this Tag Category. Learn how to make Custom Roles here.
Toggle on any role that should be able to add new tags to this Tag Category or see this Tag Category.
Please note: A user role MUST have access to see a Custom Category in order to add new tags to it.
Automatic tag mapping
If you add all of your tags to one keyword field in Photo Mechanic or Lightroom before you add them to your workspace, but you want those tags to be mapped to separate Tag Categories in your Stockpress workspace, you can do this with automatic mapping.
Please note: This feature requires metadata mapping to be enabled in your workspace. Find out more about metadata mapping here.
To get started, toggle on enable metadata mapping.
You can import a list of tags, add them manually, or use what is currently there.
Below is an example of a file in Photo Mechanic with multiple tags added to one Keyword field.
When files are uploaded or imported into your workspace and metadata mapping is enabled, the tags from your file will be parsed to the correct Tag Categories.