How do I change my settings? – Assembled
Need to change how Assembled looks or the way you're getting notifications? Use this article to learn how.
This article is meant for agents. Are you a manager, admin, team lead, or company leader? Head over to our main support pages for more detailed guidance about how to customize your Assembled settings.
In this article:
What settings can I manage?
To update your personal settings in Assembled, select Configure from the main navigation.
The My settings section will show up when the page loads. There are three tabs of settings to manage.
From the Profile tab, you can set:
- Your name and email address. This identifying information is usually added by your company's administrator, so you most likely will not be able to change it yourself. If you need to make changes to your personal info in Assembled and you don't have access to update it here, reach out to your manager for help.
- Your password. To choose a new one:
- Select the Change password button and enter your current password.
- Next, choose a new password that meets our security requirements. Your password should be at least 8 characters long and it must include at least 1 special character, 1 number, 1 capital letter, and 1 lowercase letter.
- Enter the same password one more time to confirm. Then, select Change password to save. Don't forget to update your password in your password manager.
- Your time zone and date format. By default, Assembled uses your browser’s time zone to display schedules and reporting data. You can update your time zone settings at any time to control how this information appears in your account.
- Note: Your time zone settings apply only to your individual Assembled account. Changing your time zone will not impact how schedules or reports are displayed for your teammates or managers.
- Notifications. It's likely you won't have any settings to update here, because this type of notification is typically only available for managers.
From the Preferences tab, you can update:
- Your Assembled color scheme. Choose your favorite or use the default system settings on your device to pick the theme automatically.
- Items per page. This setting controls how many items are displayed by default when you open a report or list.
- Defaults. Choose how you want to automatically filter information shown on Assembled. For example, let's say you regularly want to check the number of open cases, but you only care about a specific channel, like chat. You can set a default for chat here to save time when you're looking for data in Assembled. These default settings will only apply to your personal account.
The Connected apps tab controls how Assembled works with other tools.
From here, you can manage your personal Google Calendar integration. This option connects your Assembled schedule to your own Google Calendar and updates events automatically when they're changed in Assembled. Learn how it works.
I need help with my settings — what do I do?
If you don't have access to a setting you were expecting, or something isn't working correctly, reach out to your manager or administrator. They can help adjust your permissions, update personal info, or report technical issues to the Assembled team!