---
title: Understanding and Using Tags in Participant Profiles
description: Tags are keywords or flags that can be added to a participant’s profile to help classify characteristics or quickly communicate relevant information. They offer a flexible and informal alternative to
---

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June 18, 2026

# Understanding and Using Tags in Participant Profiles

Tags are user-defined keywords or labels that can be added directly to a participant’s profile to help classify participants, flag important details, or quickly communicate relevant information to your team. Tags provide a flexible way to organize participant information without creating a Custom Variable and can be helpful for informal tracking, quick visual indicators, or grouping participants with shared characteristics.

**NOTE:** Tags are always global, meaning they appear in the Registry and can be viewed or modified across any study where the participant is associated.

### ![Participant Profile Card Top](https://support.enrollnow.io/hs-fs/hubfs/Participant%20Profile%20Card%20Top.png?width=546&height=377&name=Participant%20Profile%20Card%20Top.png)

### Tagging a Participant

Users with access to a participant’s profile can add, update, or remove tags in both the Study and the Registry.

Multiple tags can be added in **Tags** box toward the top of the participant’s profile card.

### How to Add a Tag to a Participant’s Profile

1. Navigate to the participant’s profile.
2. Locate the **Tags** box at the top of the participant profile card.
3. Click inside the **Select Tags** box and begin typing the desired tag.
4. Select an existing tag from the drop-down list, or select the option to create a new tag after you type in the name.
5. Save to apply the tag to the participant’s profile.

 **Tip for Efficient Tagging!**

- You can **create new tags** or **select existing tags** by typing the full tag and pressing **Enter** on your keyboard.
- To quickly add **multiple tags**, press **Enter** between each separate tag.
- This allows for a faster and more efficient tagging process when classifying participants.

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### **Removing and Reporting on Tags**

**Removing a Tag from a Participant’s Profile**

- When viewing a participant’s profile, each tag will have an **"X"** next to it.
- Click the **"X"** to remove the tag.

**NOTE:** Tags are not centrally managed in the system. A tag exists only when assigned to at least one participant. If a tag is removed from all participants, it no longer exists in the system.

**Reporting on Tags**

- Tags are included as data points on the **Study Dashboard**.
- To view tag counts, click **"Show Table"** at the bottom of the dashboard. Scroll to bottom of the CSV for data.

### **Filtering by Tags in a Study or Registry**

To identify participants with the same tags in a study, you can filter using tags.

**Steps to Filter by Tags at Study Level:**

1. Navigate to the **Potential Participants** or **Enrolled Participants** page.
2. Select the **"Filter"** in the upper right.
3. Choose **Tags** from the drop-down list.
4. Type in the desired **tag name** to apply the filter.
5. The page will display all participants in the study who have the selected tag on their profile.

**Steps to Filter by Tags at Registry Level:**

**![](https://support.enrollnow.io/hs-fs/hubfs/image-png-Jun-11-2026-03-20-40-6402-PM.png?width=239&height=366&name=image-png-Jun-11-2026-03-20-40-6402-PM.png)**

- **Navigate to the [Registry](https://21554971.hs-sites.com/en/knowledge-base/registry-search-and-filtering-overview-1?hsLang=en).**
- Click **"Add Filter."**
- In the **Filter** box: 
    - Set the **variable dropdown** to **"Tags."** 
          - **"Equal to" →** Displays participants with the selected tag.

- - - **"Not equal to"** → Displays participants **without** the selected tag.Choose a condition:
    - Select the **tags** you want to include in the filter.
- Click **Search** to apply the filter to view the filtered list of participants.

Filtering by tags helps streamline participant management by allowing users to segment and analyze groups efficiently.

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