The People page is where you can add, edit, invite or delete relevant team members in Assembled. Adding, editing and deleting users is only available to users with Admin and Manager roles. This article will walk you through the many ways to add and edit users as well as a section answering FAQs. 

Adding users

In order to add users, you have a few options from the People page. 

• Manually
• CSV upload
• Directly from your contact platform(s)
• Via the API

1. Manually 

• Navigate to the People page and click the green Add button and then click Addfrom the dropdown. You can also use the keyboard shortcut N.
  
  

• This will open a pop up to enter in the new user's information
  
  

• Fill in the required fields :
  • First name 
  • Last name 
  • Email: this should be the email that the user has in the contact platform(s). Note: this must be unique in your instance so if you see an error that the email is in use please check that you have not used this email in the past.
  • Send this person an invitation email to sign up: check if you'd like Assembled to send a login email to the user.
  • Role: admin, manager, team lead, standard and basic. Check out this doc for a break down of permissions by role. 
  • Can this person be scheduled?: clicking Yes will make the agent Staffable. No will make the agent Not staffable. Clicking Yes is irreversible although there is a workaround mentioned below.
  • Channels: must choose at least one channel. Select the channel(s) that the agent should be assigned to. 
• For more optional fields, click on Show details
  • Queues: these will populate from the queues listed in the Queue configuration  page.
  • Site: these will populate from the sites listed in the Filters page.
  • Teams: these will populate from the teams listed in the Filters page
  • Start date: the date the agent will start showing up on the Staffing timeline. If no date is entered, they will begin showing up on the you create them.
  • End date: the date the agent will stop showing up on the Staffing timeline. 
  • Imported Id: a unique identifier, often the contact platform id is used here. This is important when adding schedules.
  • [Contact platform]* IDs: the user's ID from the corresponding contact platform. This is necessary in order for agent states (and thus adherence) to populate for agents

*The ID fields you see will differ depending on what contact platform(s) you are connected to. 

Note: although Imported ID and [Contact platform] ID are marked as optional, in order for schedules, agent states (and thus adherence) to populate for agents they will need to have both of these fields filled out. For this reason we highly recommend filling these fields. 

2. CSV upload

• Click the green Add button and then click Import from CSV from the dropdown. 
• This will open a pop up where you can drag your CSV file or browse from files. We also include a CSV upload template to use as a starting point for formatting your file.
  
  

• Once you've uploaded your file you will be prompted to map your fields:
  
  

• Click Upload.

3. Directly from your contact platform(s)

• Click the green Add button and then click Add from [contact platform] from the dropdown. This is currently not available for Salesforce Service Cloud. In this example we are using Zendesk.
  
  

• Select multiple agents or a single agent. This will make the Import people button clickable. 
• Users role in Zendesk, Intercom, or Kustomer will impact their permissions in Assembled. (I.e., a person listed as an admin in Zendesk will be an Admin in Assembled, and a person listed as standard or agent in Zendesk will be standard in Assembled.)
• This will open a pop up to enter in the new user(s)' information:
  
  

Note: if you are adding multiple users at once, this will apply these fields to ALL users.

• ClickOk.
• The user's contact platform ID will automatically be filled into their Imported ID and [Contact platform] ID fields. This may take up to 24 hours after adding the user(s).

4. Via the API

Users can be added one by one or in bulk via the API using the POST /v0/people endpoint.

Editing users 

Similarly to adding users in Assembled, there are several ways to edit existing users. The options include :

• Manually 
  • Individually
  • In bulk
• CSV upload
• Via the API

1. Manually

Individually

• Navigate to the People page and identify which user you'd like to edit. You can enter their name by using the search bar. 
• Use the three dots on the right-hand side of the screen and clickEdit.
  
  

• Update the fields you wish to edit and click Save changes.

In bulk

This assumes that you'd like to make the same change to multiple users.

• Check the box next to the users you'd like to edit.
• Click Bulk edit and select from the dropdown which field you'd like to update.
  
  

• This will open a pop up allowing you to select the Channels, Queues, Teams or Sites  you want to update
  
  

• Replace existing channels - check this box if want to overwrite the current Channels, Queues, Teams or Sites (depending on what field you're updating) of the selected users
• ClickApply changes.

2. CSV upload

Please refer to the Adding users > CSV upload section above. 

• Enter the user(s)' current information in all fields. You can edit one or multiple users at a time.
• Update fields you want to edit. If you do not enter the current fields, this will overwrite the existing fields with blank values. 

Example : 

• Update Agent 10's First name in Assembled to Agent 101 and change their role to Standard from Admin.
  
  

• Last name, Role are updated and all other existing fields are entered in the CSV.

• Once the file is uploaded the changes are applied to the user's profile in Assembled
  
  

3. Via the API 

Users can be updated via the API using the PATCH /v0/people:id endpoint.

FAQ

How can I make a Staffable user Not staffable ?

Once a user has been marked as Staffable, you can make them Not staffable by adding an End date in their profile. 

• Locate the person you wish to make Not staffable.

• Use the three dots on the right-hand side of the screen and clickEdit.
  
  

• Under Show details enter an End date, then click Save. The date you enter will be the day that they start appearing as Not staffable.
  
  

How can I filter my search ? 

• Click the Filters button.
  
  

• Select the fields you'd like to filter your search.
• Click Update filters.
  
  

How can I send user(s) an invite link ?

This can be done in several ways : 

• Click on the 3 dots next to an individual user and select Invite to Assembled.
• Select one or multiple users by checking the box next to their name.
  • Click Invite.
    
    

• • Select Send bulk invitations.
    
    

How can I delete and restore deleted users ?

Instructions for deleting and restoring users can be found in this article. 

If you run into any questions along the way please reach out to our Support Team !