Any role, depending on the task
- Search for pages and filters
- Any role
- Search for people
-
Admin, Manager, Team Lead, or Standard role
Or a custom role with Manage team set to View all people, Create, edit, or delete certain people, or Create, edit, or delete any person - Open a person's schedule from search
-
Admin, Manager, Team Lead, or Standard role
Or a custom role with View schedules set to Can view all agents' schedules - Open a person's scorecard from search
-
Admin, Manager, or Team Lead role
Or a custom role with Agent scorecard set to View all scorecards
Admins set roles and permissions in Manage team > Roles and permissions.
Use search to go straight to a page, apply a filter, or find a person, without working through the menus.
To open it, select Search at the bottom of the main navigation, or press Cmd + K on a Mac or Ctrl + K on Windows.
Search for a page, filter, or person
- Press Cmd + K on a Mac or Ctrl + K on Windows.
- Enter what you’re looking for, such as a page name, a team, or a person’s name.
- To see one kind of result, choose People, Filters, or Pages. All shows every kind.
- Choose a result and press Enter, or select the action you want.
What you can do from search
| Result | What you can do |
|---|---|
| People | View Schedule opens the person’s schedule. View Scorecard opens their scorecard. |
| Filters | Apply a channel, queue, site, skill, or team filter to the page you’re on, or clear it. |
| Pages | Go to the page. |
| Color scheme | Switch to Light mode, Dark mode, or Use system setting. |
The People tab and the actions on people depend on your role. If you can’t see other people’s schedules or scorecards in Assembled, those actions don’t appear.
Use the keyboard in search
| Key | What it does |
|---|---|
| Up arrow, Down arrow | Moves to the previous or next result. |
| Tab | Switches between the actions on a result, such as View Scorecard and View Schedule. |
| Enter | Runs the selected action. |
| Esc | Closes search. |