My settings

Plans and permissions:

• Change your own preferences, password, and connected apps: Any role
• Changing your own name and email address needs a role that can edit people with your role, through Manage team set to Create, edit, or delete any person or certain people. By default, that’s Admins and Managers; for everyone else these fields are read-only.
• Time off request emails need Time off requests set to Can approve, deny, edit, and cancel all agents’ time off requests, which Admins and Managers have by default. The option appears for Team Lead roles and above.

Use My settings to set up Assembled the way you like to work: your name and password, the language and time zone you see, colors, the filters each page opens with, and apps such as Google Calendar. Changes here apply only to your account, not to your teammates, managers, or anyone else in your company, and they don’t change your company’s settings.

To open it, go to Configure > My settings. It’s the first item in the menu, and every role has it.

How My settings works

• My settings has three tabs: Profile, Preferences, and Connected apps.
• You can also open it by pressing Cmd + K on a Mac or Ctrl + K on Windows, and searching for “My settings”.
• On Profile and Preferences, select Save changes at the bottom of the page when you’re done. If you switch tabs or leave with unsaved changes, Assembled asks first.
• Apps on Connected apps connect as soon as you finish connecting them. There’s nothing to save.

Profile

Personal info

Under Personal info, you can change your First name, Last name, and Email address. Your name is how other people see you across Assembled, such as on the Staffing timeline, in reports, and in People management. Teammates can also find you by your name or email address.

Your name and email address are usually added by your company’s admin. If these fields are grayed out, your role can’t change them. See Common issues.

If you’re a staffable team member, Agent details may also appear, showing your Site, Skills, Teams, Channels, Queues, and shift. These are set in People management, so you can see them here but not change them.

Change your password

1. Go to Configure > My settings.
2. On the Profile tab, select Change password.
3. Enter your Current password.
4. Enter a new password in New password, and enter it again in Confirm new password.
5. Select Change password.

Your new password must be at least 8 characters long, with at least one uppercase letter, one lowercase letter, one number, and one special character, and it can’t be the same as your current password. If you use a password manager, update your password there too.

Notifications

Under Notifications, team leads, managers, and admins can select Notify me when an agent submits a time off request to get an email for each new time off request, and when an approved request is canceled. Most team members don’t see this option. To get the emails, your role also needs Time off requests set to Can approve, deny, edit, and cancel all agents’ time off requests, which the default Manager and Admin roles have.

Once it’s selected, choose Notify me about requests from:

• All agents (default): requests from everyone you can see.
• Agents on my teams: only requests from people who share one of your teams, including people on child teams. If you aren’t assigned to any team, you don’t get these automatic emails.

Either way, team members can still choose you in Send request to when they submit a request, and you get an email for those requests. For more on reviewing requests, see Time off requests.

To read about product updates, select Subscribe to the Assembled product newsletter, which opens the sign-up page on the Assembled website.

Preferences

Localization

Appearance

If you see Keyboard shortcuts, select Enable single-key keyboard shortcuts on timeline to use single-key shortcuts on the Staffing timeline. They work even when the part of the page they control isn’t selected.

Defaults

Under Defaults, choose a Channel, Queue, Site, or Team, then select Save changes. Assembled applies them as filters on every page that has filters, so you see the work you care about first. For example, if you usually check open cases for chat only, set Channel to Chat. Each one is optional, and you can still change the filters on any page.

Copilot

If your company uses Copilot, Preferences has a section for each place you use it, such as Copilot in Salesforce or Copilot in Zendesk.

• My writing style: under Greetings, add examples of how you usually greet customers, and Copilot uses them to personalize its suggested replies.
• Select Add greeting example to add more examples, and Preview to see how suggestions will look.
• In Zendesk, you can use Zendesk placeholders, such as the requester’s first name, in your examples.
• Move suggested replies to text editor (Zendesk only): when selected, suggested replies go straight into the Zendesk text editor.
• Copilot language, if shown: the language Copilot writes in.

Connected apps

Connected lists the apps you’ve connected. Available lists the apps you can connect, depending on what your company uses:

• Assembled Chrome extension: tracks your agent states with the time tracker browser extension. Select Connect to open the extension in the Chrome Web Store.
• Assembled → Google Calendar: adds your Assembled events to your Google Calendar and updates them when they change in Assembled. Choose My calendar to add them to your main calendar, or Separate Assembled calendar to keep them in a calendar of their own, then select Connect. See Assembled → Google Calendar integration.
• Google Calendar → Assembled: adds events from your Google Calendar to Assembled. See Google Calendar → Assembled integration.

Common issues

• A setting is grayed out, or you can’t change one you need: Some settings depend on your role. Contact your manager or admin, who can update your details in Manage team > People management or change your role’s permissions in Manage team > Roles and permissions.
• Something in My settings isn’t working: Contact your manager or admin, who can report the issue to our team.