Assembled has options to configure your instance to your personal needs and preferences. Below is a walkthrough of the options you have to customize your account.
This is the details of your name that will show up on the Staffing timeline and My schedule page- should you be staffable- as well as in Reports, and the People page. Users will find you by searching for your name and email that is on your Profile.
Assembled gives you the option between
Light mode. You can set it to match system settings which is based on the browser setting. Or you can specify what mode you want. The change takes place immediately and only affects your personal account.
Set the Time zone to the desired time zone you would like Assembled to display all dates for you. The Staffing timeline and Reports will display in your selected time zone.
You can also select the format you want dates to display in via the Date format option.
There is the option to select the time range that Assembled will default to on the Staffing timeline and My schedule page. You can choose the
day range or the
week range. These options only apply on your personal account.
These settings are used to set defaults for filters and page size. Selecting a default channel, queue, site, and/or team will have that be applied as a filter for the Staffing timeline and Reports. Use this if you have a particular channel, queue, site and/or team that you work with directly to save time filtering. These options only apply on your personal account.
Press this button to change your password. A pop-up will appear that you input your current and new password.
This option is only for managers and admins. Click the checkmark to be notified via email every time a new time off request is submitted or if an approved request is cancelled. If it is not selected, you will be selectable from a list on the time off request.
This option is only for admins in Assembled. This option sets the permission level for the Agent scorecard report. Admins can set how visible the scorecard is to agents with three levels: no visibility, personal visibility, and full visibility. Set it to how your company wants data to be visible.
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