Tagging & Groups

Tags and groups are two ways to organize wells in PetroBench. They look similar but solve different problems.

Use tags for flexible cross-cutting labels anyone can apply. Examples: High Priority, Workover Candidate, ESP Conversion. Use groups to control which team members can see and work with specific wells.

A well can have many tags and belong to a group at the same time.

How They Fit Together

Groups follow your organization hierarchy. Tags float across it as flexible labels.

Reading the diagram:

• Solid arrows are the organization hierarchy. Headquarters contains divisions, divisions contain regions, regions contain groups, groups contain users and wells, wells own their simulations and files
• Dotted arrows from Tags show that tags attach to wells, simulations, and files directly without going through the hierarchy

What this means in practice:

• A user only sees wells inside groups they belong to (group access is enforced)
• A tag applied at any level is visible to anyone with access to the tagged item
• Removing a user from a group removes their access to that group's wells, but does not affect any tags

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1. Tags

A tag is a name plus a color. PetroBench applies tags to three asset types: wells, simulations, and files.

1.1 Create a Tag

Two ways to make a tag.

From the Tags management page

1. Go to Dashboard > Tags
2. Click Create Tag
3. Enter a name (up to 50 characters) and pick a color
4. Click Create Tag

Inline from a well

1. Open any well's Details page
2. Click Add tags... below the well name
3. Type a name that does not match an existing tag
4. Click Create new tag in the dropdown

The inline method creates the tag and applies it in one step.

1.2 Apply Tags

1. Open the well, simulation, or file
2. Click Add tags...
3. Type to search, or pick from the dropdown
4. The tag applies immediately

To remove, click the x on the tag pill.

1.3 Bulk Tag

Apply or remove tags across many items at once.

1. Go to Wells (or the Simulations table)
2. Select rows using the checkboxes
3. Click Tag Selected Items in the bulk actions menu
4. Pick the tags to apply
5. Click Apply

To remove, click Remove Tags from Selected Items instead.

1.4 Edit, Color, or Delete a Tag

Go to Dashboard > Tags. Click the More menu on any tag row.

Color is purely visual. Picking a color does not change behavior, just makes tags easier to scan in a list.

1.5 Merge Tags

Merging combines two tags. Use this when you discover duplicate or near-duplicate tags (e.g. Workover vs Work-over).

1. Open the More menu on the source tag
2. Click Merge Tag
3. Pick a target tag from the dropdown
4. Click Merge Tags

What happens:

• Every well, simulation, and file tagged with the source moves to the target
• The source tag is deleted
• The merge is permanent (there is no undo, but you can recreate the source tag if needed)

If the target tag is the only other tag in the org, you'll see "There are no other tags to merge into. Create at least one more tag first."

1.6 Tag Detail Page

Click any tag row in the management page to see its detail.

The detail page shows three tabs:

Each tab has its own search and Remove from Tag action so you can clean up associations one item at a time without touching the tag itself.

1.7 Filter by Tag

Tags appear in the Wells filter:

1. Go to Wells
2. Click Filter
3. Select Tags
4. Pick one or more

Combine with other filters (Status, Wellbore Profile, Lease) to narrow down further.

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2. Groups

Groups bundle users and wells into teams. Unlike tags, groups are tied to your organizational hierarchy (HQ → Division → Region) and they control data access.

2.1 How Groups Work

• A group contains users and wells
• Users in a group can access the wells assigned to that group
• Groups can be assigned to a region within your organization
• Admins manage groups from the admin panel

2.2 View Your Groups

1. Go to My Groups from the main menu
2. You see every group you belong to with user and well counts
3. Click a group to see its wells and members

2.3 Create a Group

1. Go to Dashboard > User Groups
2. Click Create Group
3. Enter a group name and optional description
4. Search and assign members and wells
5. Click Create Group

2.4 Manage Groups

From the groups table, admins can:

Bulk actions are available when you select multiple groups using checkboxes.

2.5 Filter by Group

Groups appear in the Wells filter:

1. Go to Wells
2. Click Filter
3. Select Group
4. Pick a group to see only its wells

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3. Permissions

Tag actions are gated by six permissions. By default these come bundled with sensible role mappings, but admins can customise per role.

If a user lacks a permission, the relevant button is hidden or disabled.

Group permissions are simpler: only admins (HQ, Division, or Region) can create, edit, or delete groups. Members of a group automatically inherit access to the wells in it.