Set Up Labels

With labels, you can categorize and organize the profiles and content in your account. You can also set who can see, apply, and edit each label and label group, so the right people have access to the right labels.

Labels let you:

• Bundle content labels into label groups for an organized approach.

• Govern the use and visibility of labels with sharing options and per-user permissions.

• Designate required label groups, so users who can see the group must select at least one label from it before they schedule or publish a post.

• Set advanced permissions for existing and future rule-based labels. See How to Integrate Advanced Permissions with Rule-Based Labeling.

To get the most out of Emplifi, we recommend that you use labels in your workflow.

Label types

Navigate to Settings > Labels. The menu has three sections:

• Content labels: Labels that you assign to content posts and Calendar notes.

• Content label groups: Groups that bundle content labels.

• Profile labels: Labels that you assign to profiles.

Work with the labels list

Each section opens a list. Use the list to find labels and to change several labels at once.

• Search: Type in the search box to find a label by name.

• Filter: Click Filter to narrow down the list. The filter options depend on the label type.

  • Content labels: Visibility (Global, Private, Shared), Shared users, and Label groups.

  • Content label groups: Visibility, Shared users, Content labels, and Required for publishing (Required).

  • Profile labels: Type, Visibility, Shared users, and Profiles. Fuel shows the system labels that Emplifi Fuel uses (see Fuel Labels). Custom shows all the other labels, which customers create.

• Columns: Each list shows the name of the label or group, the items assigned to it, and who it’s visible to. For example, the content labels list shows the Content label groups that each label belongs to, and the content label groups list shows the Content labels in each group. The content labels and profile labels lists also show Uses: for content labels, the number of times the label was applied to posts and comments, and for profile labels, the number of times it was applied to profiles, in the last three years.

• Bulk actions: Select the checkboxes next to one or more labels. A bar appears at the bottom of the page with Change visibility, +Assign/Edit users, and Remove. Click Clear selection to deselect all.

Details: Click a label name to open its details in a panel on the right. The panel has tabs that depend on the label type:

Create labels

You create each label type from its own list. The steps are similar for all three types.

Create content labels

1. Navigate to Settings > Labels > Content labels.

2. Click Create content label.
   The Create content label panel opens.

3. In Labels, enter a name for each label. Press Enter after each name to create several labels at once.

4. (Optional) In Assign to label groups, select the label groups to add the labels to.

5. In Visibility, select who can see the labels:

   • Private (Only you): Only you can see the labels. This is the default.

   • Global: Everyone in the account can see the labels.

   • Specific users: Only the users you select can see the labels.

6. If you selected Specific users, click Assign users. In the Add Users dialog, select the users, and click Add.
   The dialog organizes users by team if your account uses Teams, and by user group if your account uses the legacy governance model. Selecting a team or group only helps you find users: the labels are shared with the users you select.
   Each user is listed with a permission. You’re added automatically with Can edit. Set Can view, Can apply, or Can edit for the other users.
   

7. Click Create labels.
   The number in brackets shows how many labels you’ve entered. The labels are created immediately and appear in the list.

Create content label groups

1. Navigate to Settings > Labels > Content label groups.

2. Click Create content label group.
   The Create content label group panel opens.

3. In Label groups, enter a name for each group. Press Enter after each name to create several groups at once.

4. (Optional) Turn on Required for publishing.
   When a group is required for publishing, users who can see the group must assign at least one content label from it before they schedule or publish a post in Publisher.
   

5. (Optional) In Assign content labels, select the content labels to add to the groups.

6. In Visibility, select Private (Only you) (default), Global, or Specific users.

7. If you selected Specific users, assign the users as described in Create content labels, step 6. For label groups, the permissions are Can view and Can edit.

8. Click Create label groups.
   The number in brackets shows how many groups you’ve entered. The groups are created immediately and appear in the list.

Create profile labels

1. Navigate to Settings > Labels > Profile labels.

2. Click Create profile label.
   The Create profile label panel opens.

3. In Labels, enter a name for each label. Press Enter after each name to create several labels at once.

4. (Optional) In Assign profiles, select the profiles to label. You can select any monitored profile in the account, whether it’s public or owned.
   You can also assign profiles later (see Assign profiles to a profile label).
   

5. In Visibility, select Private (Only you) (default), Global, or Specific users.

6. If you selected Specific users, assign the users as described in Create content labels, step 6.

7. Click Create labels.
   The labels are created immediately and appear in the list.

Assign content labels to label groups

Before you begin: You must be able to see both the label and the group.

You can assign content labels to label groups in three ways:

• When you create the label or the group (see Create labels).

• From the content label, on the Label groups tab.

• From the label group, on the Content labels tab.

You can use the last two ways any time after you create the label or the group.

Assign a label to groups from the label

1. Navigate to Settings > Labels > Content labels.

2. Click the content label.
   The label details panel opens.

3. Click the Label groups tab.

4. Click Assign label groups.
   The Assign to label groups dialog opens with the list of groups you can assign the label to.

5. Select the groups. To find a group, use the search box.
   To create a new group instead, click Create content label group. The new group is private.
   

6. Click Assign.
   The label is assigned to the groups, and the groups appear on the Label groups tab.

Assign labels to a group from the group

1. Navigate to Settings > Labels > Content label groups.

2. Click the label group.
   The group details panel opens.

3. Click the Content labels tab.
   The tab lists the labels in the group and Label visibility across account.

4. Click Assign content labels.
   The Assign content labels dialog opens with the list of content labels you can assign to the group.

5. Select the labels. To find a label, use the search box.
   To create a new label instead, click Create content label. The new label is private.
   

6. Click Assign.
   The labels are assigned to the group, and they appear on the Content labels tab.

Assign profiles to a profile label

1. Navigate to Settings > Labels > Profile labels.

2. Click the profile label.
   The label details panel opens.

3. Click the Profiles tab.
   The tab lists the profiles that have the label, with their Ownership (for example, Owned). To find a profile, use the platform dropdown (All platforms) or the search box.

4. Click Assign profiles.
   The Assign profiles dialog opens.

5. (Optional) Filter the list by platform, or search by name.

6. Select the profiles, or select Select all.
   

7. Click Assign profiles.
   The label is assigned to the profiles, and they appear on the Profiles tab.

Rename, duplicate, or delete a label

Use the controls at the top of the label details panel:

• Rename: Click the pencil icon next to the name, enter the new name, and press Enter.

• Duplicate: Click the duplicate icon at the top right to create a copy of the label with the same setup, including its assignments.

• Delete: Click the trash can icon at the top right.

The same controls are available for label groups and profile labels.

To delete several labels at once, select them in the list and click Remove in the bulk action bar.

Require a label group for publishing

When a content label group is required for publishing, users who can see the group must assign at least one content label from it before they schedule or publish a post in Publisher.

You can turn this on when you create the group (see Create content label groups). To change it later:

1. Navigate to Settings > Labels > Content label groups.

2. Click the label group.

3. Turn Required for publishing on or off at the top of the panel.

Control label visibility and set permissions

For large teams, it’s crucial to define who can see labels, so you avoid unauthorized changes. Each label and label group has one of three visibility options:

• Global: Everyone in the account can see the label. What users can do with global labels depends on their role. See the permission article for your governance model (links at the top of this article).

• Private: Only the user who creates the label can see it.

• Specific users (shown as Users in the label details): Only the users you select can see the label. You set the permission for each user.

Default permissions

All users can:

• Create, apply, and remove their own private labels.

• See global labels.

• Share their private labels with specific users. The label is then no longer private and is accessible only by the users they choose.

To create or edit global labels, or to edit labels that other users shared, users need additional permissions. See the permission article for your governance model (links at the top of this article).

Share a label with specific users

1. Navigate to Settings > Labels, and open the label or label group.

2. On the Label setup tab, in Visibility, select Users.

3. Click Edit users.
   The Share with users dialog opens. The dialog organizes users by team if your account uses Teams, and by user group if your account uses the legacy governance model.

4. Expand a team or user group, and select the users who should have access. To select everyone in the team or group, select Select all.
   Selecting a team or group only helps you find users. The label is shared with the users you select, so later changes to the team or group don’t change who the label is shared with.

5. Set the permission for each user in the dropdown next to their name. To set the same permission for all selected users in a team or group, click Change all permissions.

   • For labels: Can view, Can apply, or Can edit.

   • For label groups: Can view or Can edit.

6. Click Apply.
   The users appear on the Label setup or Label group setup tab with their permission.
   

To change visibility or users for several labels at once, select them in the list and click Change visibility or Edit users in the bulk action bar.

Review visibility

Because you can set visibility for each label and each label group, inconsistencies can occur. For example, a user can see a label group but not all the labels in it.

On the Label groups tab of a label, Emplifi flags such cases:

• A banner explains that some users who can see the label can’t see all the label groups it’s assigned to.

• The Group visibility across account column shows who can see each group.

• The Visibility review column shows how many of the users who can see the label can’t see that group, for example, Invisible to 9/10 users:
  

To resolve an inconsistency:

1. Click the link in the Visibility review column.
   The Visibility review for [group name] content label group dialog opens. It lists the users who can’t see the group, with their Permission.
   

2. Select the users who should see the group.

3. Click Add users.

You can leave the inconsistency as is if it fits your workflow.

Related topics

• Set Up Label Permissions Using Team Roles

• Set Up Label Permissions Using Account Roles (Legacy Governance Model)

• Automate Labeling with Rules

• How to Integrate Advanced Permissions with Rule-Based Labeling

• Content Options in Publisher