Subject Matter Expert Tags

Subject Matter Expert (SME) tags let you label team members by their area of expertise so when we have a question or want to get product development feedback about pricing, a catalog update, or wants to reach the right person about a logistics issue, we know exactly who to contact.

Tags are chosen from a fixed set of six labels. They're informational only and don't affect what anyone can access or do in the portal.

The Six SME Tags

• Accounts Receivable
• Catalog
• Logistics
• Marketing
• Pricing
• Warehouse

For Admins: Assigning Tags to Team Members

Admins can assign or remove SME tags on any team member at any time.

1. Go to Settings > Team.
2. Click on a team member's name to open their profile.
3. Find the SME Tags field in the profile modal.
4. Select one or more tags from the dropdown, you can choose as many as apply.
5. Save your changes.

To remove a tag, open the same modal, deselect the tag, and save.

Viewing Tags on the Team List

Navigate to Settings > Team to see your full team at a glance. Each member's SME tags appear as colored badges next to their name.

This view is read-only. To edit a team member's tags, click their name to open the profile modal.

Setting Your Own Tags

Any team member can tag themselves to indicate their areas of expertise.

1. Go to Settings > Profile.
2. Scroll to the SME Tags section.
3. Select the tags that reflect your areas of expertise. These help your team know who to contact when there are product updates or requests for feedback on new features.
4. Save your changes.

Frequently Asked Questions

Can I create my own custom tags?
No. The six tags listed above are fixed. If you think a tag is missing, reach out to your Cut+Dry account representative.

Do SME tags affect what I can access?
No. Tags are purely informational. They don't change your role, permissions, or access to any part of the portal.

Who can assign SME tags?
Admins can assign or remove tags for any team member. All users can update their own tags in their profile settings.

Can a team member have more than one tag?
Yes. Select as many tags as apply — there's no limit.