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Users

168
  • Getting Started
    • How to Log into Assette
    • The Assette Home Page
    • The Assette Navigation Bar
    • Glossary
  • Authoring Center
    • Smart Docs
      • Smart Docs
      • How to Create a Smart Doc
      • Copying and Restoring from Version History
      • Tracking Changes with Life Events
      • Smart Docs X-Ray View
      • Smart Doc Troubleshooting
      • Troubleshooting
        • Troubleshooting Smart Docs
    • Smart Pages
      • Creating & Editing Smart Pages
      • Smart Pages
      • How to Unlock a Smart Page
      • Deleting Smart Pages
      • Tracking Changes with Life Events
      • How to Insert Blank Columns and Rows
      • Changing a Smart Page’s Size
      • Supported PowerPoint Charts
      • Copying and Restoring from Version History
      • Smart Page X-Ray View
      • Smart Page Content Classifications
      • Compliance Tags
      • Assette Editors
        • PowerPoint Editor
          • How to Add New Series to a Chart
          • How to Insert Images Using the Assette Ribbon
          • Assette Ribbon
            • The “Un-Fabricate” Button
          • Troubleshooting
            • Resolving “Failed to Open” Errors in the Assette PPTX Editor
            • Installing the Assette PowerPoint Editor
            • How to Check Your Microsoft PowerPoint Version
          • Advanced Settings
            • Advanced Settings Overview
            • General Tab
            • Margin Tab
            • Zigzag Tab
    • Disclosures
      • Managing Disclosure Fragment Categories
      • Creating or Editing a Disclosure Fragment
      • Disclosures versus Footnotes
      • Disclosures
    • Fixed Content
      • Fixed Content
    • Data Docs
      • Data Docs
    • Smart Shells
      • How to Preview Smart Shells
      • Coupled Shells
      • Smart Shells
      • Tracking Changes with Life Events
      • Copying and Restoring from Version History
      • Creating Smart Shells Using the Smart Shell Library
      • Editing Smart Shells Using the Smart Shell Library
      • Creating Smart Shells via Assette’s PowerPoint Editor
      • How to Refresh Smart Shells
      • Deleting Smart Shells
      • Renaming Smart Shells
      • Smart Shells X-Ray View
      • Smart Shell Content Classifications
      • Performance History Chart
      • Smart Shells Frequently Asked Questions (FAQ)
      • Creating an “As of Date” Smart Shell
    • Brand Themes
      • Assette Dynamic Brand Theme Setup
      • Brand Themes
      • Managing Multiple Themes Within a Single Brand Theme
      • Creating a Brand Theme
      • Shell Styling
      • Dynamic Brand Themes
      • Master Slide Layouts for Dynamic Brand Themes
      • Changing a Smart Page’s Size
    • Email Templates
      • Using Variables in Assette Email Templates
      • Email Templates
    • Additional Features
      • Using Quick View in Assette
      • Automatic Extension Correction
      • X-Ray View Overview
      • The Generation Screen
    • Authoring FAQs
      • Understanding the Difference Between My Workspace and Workrooms
      • What’s the Difference between Footnotes & Coupled Shells?
  • Content Hub
    • Library
      • Saved Trays in the Assette Library
      • Content Library
      • Content Generation and Sharing with Content Library
    • My Workspace
      • Copying Content to My Workspace
      • My Workspace
    • RFPs & DDQs
      • Editing an RFP Answer
      • Uploading an RFP to the Assette
      • RFPs & DDQs
    • Workrooms
      • How to Edit Content in a Workroom
      • Copying Content to a Workroom
      • Workroom
    • Assette Viewer
      • Disabling or Removing the Assette Outlook Add-in
      • Assette Viewer Overview
      • Assette Viewer Basics
    • Content Center
      • How to Add a New Organization to the Organization Master
      • Content Plan Data Model
      • Content Plans
      • Content Types
      • Using Advanced Search in the Content Library
  • Data Engine
    • Input Center
      • Input Center Overview
      • Data Files Overview
      • Recipients
      • External Content Overview
    • Data Files
      • Troubleshooting Data Files Uploads
    • Qualitative Data
      • Adding and Editing People in Qualitative Data
      • Qualitative Data
      • Ownership Data
      • Firm Overview
      • People Data
      • Master Questionnaire
    • Developer Center
      • Developer Tools Overview
  • Analytics
    • Usage Analytics
      • Content Sharing Analytics
    • Component Analytics
      • Component Analytics
      • Using X-Ray with Component Analytics
      • Templates Analytics
        • Templates Dashboard
      • Section Analytics
        • Sections Dashboard
      • Shell Analytics
        • Shells Dashboard
      • Data Block Analytics
        • Data Blocks Dashboard
  • Administration
    • Workbox
      • Workbox Basics
    • Content Types Master
      • Creating an Input File Content Type
      • Understanding Purpose in Content Types
      • Content Groups
      • Creating Content Types
      • Content Classes
      • Content Filename Aliases
    • Users
      • Work Group Basics
      • Internal Users
        • Internal User Roles & Responsibilities
        • Manually Creating Users in Assette
        • Reset or Unlock User’s Accounts
        • SSO Internal User Roles & Tasks
      • Work Groups
        • Creating & Editing Work Groups
        • Creating Subgroups
    • Workflows
      • Workflows Basics
      • Workflow Frequently Asked Questions (FAQ)
      • Workflow Management
        • Workflow Management Overview
        • Workflow Reassignment
      • Workflow Design
        • Client Portal User Approval Workflow
        • Editing or Deleting a Workflow
        • Creating a Workflow
        • Creating Conditional Workflows
    • Product Master
      • Composite vs. Rep Accounts
      • Product Master Overview
      • Deactivating & Deleting Products
      • Troubleshooting Product Master Errors
    • Classification Master
      • Classification Master Overview
      • How to Manage Content Classifications
      • Creating & Managing Labels
      • Labels
      • Limitations
      • Compliance Tags
      • Data Ingredients Overview
    • Configurations
      • Attribution Data Objects Configurations
  • Client Portal
    • Security Overview for the Assette Client Portal
    • Client Portal Overview
    • Creating Notifications for Client Portal Users
    • Client Portal Users
      • Client Portal User Workflow Lifecycle
      • Client Portal Frequently Asked Questions (FAQ)
      • Client Portal Session Handling
      • Log into the Assette Client Portal
      • Managing User Access in the Client Portal
      • Creating a New Portal User
      • Editing or Creating Portal Users
      • Deleting a Client Portal User
      • Monitoring and Accessing User Login Activity for Client Portal
  • Tutorials
    • When to Create a New Artefact in Assette
    • Creating a Fixed-Row Zigzag Table
  • Legacy Support
    • Assette Centers [Legacy]
    • Data Validations [Legacy]
    • Assette Roles Overview [Legacy]
    • Create & Manage Attributes [Legacy]
    • Internal Users Management [Legacy]
    • Legacy Authoring Center
      • Data Object Library [Legacy]
      • Data Docs [Legacy]
      • Smart Shells [Legacy]
      • How to Create a New Smart Page [Legacy]
      • Legacy Smart Pages
        • Creating and Editing Smart Pages [Legacy]
      • Legacy Smart Docs
        • Creating a Smart Doc [Legacy]

Developers

202
  • Getting Started
    • The Assette Navigation Bar
    • User Login & Creation
      • Add Assette Users with Azure AD
      • Developer Roles & Permissions
      • How to Create & Assign Permission Groups
      • Permission Groups Overview
    • Implementation Overview
      • Introduction to Assette Implementation
      • The Assette Implementation Approach
      • What Data is Required to Start?
      • Connecting to Source Systems with Assette
      • Essential Data Blocks
      • Fields Synchronized with Assette
  • Developer Tools
    • Tool Setup
      • Assette Development Stack
      • Developer Center Configurations
      • Prohibited Data Block Keywords and Built-ins
      • Master Data Scheduler
      • Python Data Block Libraries & Keywords
      • Troubleshooting
        • Troubleshooting AxiosError-500 Errors
        • Assette VS Code Extension Troubleshooting
      • Visual Studio Code
        • Assette Visual Studio Code Extension
        • How to Find Where a Component is Used in the VS Code Extension
        • Error and Status Messages Reference
        • Signing Into the Assette VS Code Extension
        • VS Code Frequently Asked Questions (FAQs)
        • Installing the Assette Block Editor VS Code Extension
        • Assette VS Code Extension Troubleshooting
    • Data Block Editor
      • Using Nested Functions in Data Blocks
      • Importing Python Libraries
      • Import & Export Data Blocks
      • Data Block Unit Testing in Python
      • Data Block Editor Basics
        • Introduction to the Data Block Editor
        • Calculation Operators and Precedence
        • Secret Management
        • How to Copy & Delete Data Blocks
        • Creating & Editing Data Blocks
        • How to Freeze Data Blocks
      • Data Block Keywords
        • Understanding the “response” Keyword in Assette Data Blocks
        • Understanding the ‘read’ Keyword in Assette Data Blocks
      • Data Block Editor Metadata
        • How to Update Data Block Metadata
      • Data Block Editor Troubleshooting
        • Troubleshooting API Authentication Issues
    • Data Object Editor
      • Applying Row Filtration with Data Objects
      • Locking a Data Object
      • Introduction to the Data Object Editor
      • Dynamic Row Numbering
      • Force Unlocking a Data Object
      • Editing Data Objects
      • Creating Data Objects
      • Data Object KeyError
      • How to Copy & Delete Data Objects
      • Generation Time Data Settings
      • Importing & Exporting Data Objects
      • Design View
        • Data Settings Tab
          • Data Settings Tab
        • General Info Tab
          • General Info
          • Styling Classes
        • Data Source Tab
          • Data Source Tab
        • Columns Tab
          • Columns Tab
          • Date Formats
        • Groupings Tab
          • Grouping Tab
          • Group Expressions & Group Ordering
          • Creating Group Header Rows
          • Creating Group Summary Rows
          • How to Create “Group By” Data Settings
        • Sorting Tab
          • Sorting Tab
        • Summary Tab
          • Summary Tab
        • Row Types Tab
          • Row Types Tab
        • Title & Footnotes Tab
          • Title & Footnotes Tab
        • Legend Tab
          • Legend Tab
        • Output Variables Tab
          • Output Variable Tab
        • Internal Variables Tab
          • Internal Variables
          • Internal Variable Type Assignment
        • No Data Message Tab
          • No Data Message Tab
      • Expressions
        • The “round(value, n)” Expression
        • Expressions, Operators, & Functions
        • The “Contains()” Function
        • The “HasValue()” Function
        • The “NOT” Operator
        • The “OR” Operator
        • The “<> Not Equal To” Operator
        • The “>= Greater Than or Equal To” Operator
        • The “ADD” Expression
        • The “AND” Expression
        • The “Divide” Expression
        • The “Minus” Expression
        • The “Multiply” Expression
        • The “<= Less Than or Equal to” Operator
        • The > Greater Than Operator
        • The “==” Equals Operator
        • The Grouping Operator “()”
        • The < Less Than Operator
    • Dynamic Fields
      • Dynamic Fields
    • Footnote Editor
      • Footnote X-Ray View
      • Footnote Editor
      • How to Create & Edit Footnotes
      • Import Variables & Columns
    • Tenant Manager
      • Deployment Statuses
      • Tenant Manager Overview
      • Deploy Content Using the Assette Tenant Manager
      • Review Artifacts
      • Tenant Manager Troubleshooting
      • Tenants in the Tenant Manager
      • Deployment Processing & Error Logging
  • Data Blocks
    • Data Block Basics
      • Publishing Data Blocks
      • Data Block Basics
      • Data Block Categories
      • Data Block Request Parameters
    • Account Master
      • Account Master Data Block
      • Filtering the Account Master Using Account Codes
    • Data Blocks by Category
      • Understanding Assette Data Blocks
      • System Data Blocks
        • Organization Add Data Block
        • Organization Master Data Block
        • Get Recipient Info Salesforce Transform Data Block
        • Get Recipient Info Salesforce Data Blocks
        • Get Recipients LocalDB Data Block
        • Get Recipient Info Local Data Block
        • Recipient Master Data Block
        • Attribute Type Values Local Data Block
        • Brand Theme Selector Data Block
        • Brand Theme Extract Data Block
        • System Data Blocks Overview
        • Account Master Data Block
        • Asset Classes Local Data Block
        • As of Dates Data Block
        • Countries Data Block
        • Currency Codes Data Blocks
        • Product Master Data Block
        • Sub Accounts Client Database Data Block
        • Sub Accounts Local Database Data Block
        • Sector Schemes Data Blocks
        • Sectors Data Block
        • Sub Accounts Data Block
      • Sync Data Blocks
        • Sync Data Block Overview
        • Country List Sync Data Block
        • Product Master Sync Data Block
        • Attribute Type Values Sync Data Block
      • Source Data Blocks
        • Source Product Offer Countries Data Block
        • Source Sub-Accounts Relationship Data Block
        • Source List of Attribute Type Values Data Block
        • Source Extract Accounts Details Data Block
        • Source Account Attributes Values Data Block
        • Source List of Currency Codes Data Block
        • Source Product Master Extract Data Block
      • Transform Data Blocks
        • Assette Get Valid Periods Data Block
        • System Period Information Data Block
        • Assette Get Begin & End Date Data Block
        • Source Extract Accounts Details Data Block
      • Interface Data Blocks
        • Organization Read Local Data Block
        • Sectors Local Database Data Block
        • Assette Period Code Map Data Block
        • Account Attribute Mapping Local Database Data Block
        • Account Attributes Local Database Data Block
        • Source Product Master Extract Data Block
        • Source List of Currency Codes Data Block
        • Source Account Attributes Values Data Block
        • Product Master Local Data Base Data Block
      • Configuration Data Blocks
        • Salesforce Settings Data Block
        • Configuration Data Block Overview
        • Calculation Python Environment Data Block
        • Python Data Calculation Modules Data Block
        • Python Environment for Date Calculation Data Block
        • Demo Snowflake Setting Data Block
        • Snowflake Demo Certificate Data Block
        • Calculation Environment Data Block
    • Data Blocks by Functionality
      • Get Major Minor Ticker Data Block
  • Data Objects
    • Data Objects
    • Data Object X-Ray View
    • Introduction to Data Objects
  • Integrations
    • Connecting Salesforce with Assette
    • Snowflake
      • Source Account Attributes Values Data Block
      • Snowflake Integration
    • Aprimo
      • Assette-Aprimo Integration Overview
      • Inserting Content with Aprimo
      • Aprimo Image Library Data Block
      • Aprimo Thumbnail Image Library API Data Block
      • Modifying the Aprimo API Records Data Block
      • Aprimo Data Blocks
        • Aprimo API Post Order Data Block
        • Aprimo Image Thumbnail Data Block
        • Aprimo API Single Record Data Block
        • Aprimo API Records Data Block
        • Aprimo API Order Status
        • Image Content Data Block
  • Developer FAQ
    • Batch Generation Architecture
    • How to Add a New Product to the Product Master
    • How to Add New Attributes to the Attribute Master
    • Data Blocks Frequently Asked Questions (FAQ)
    • Data Object Frequently Asked Questions (FAQ)
    • Tenant Manager Frequently Asked Questions (FAQ)
    • TLS Email Encryption via SendGrid
    • Data Block Cheat Sheet
    • Why Can’t I Edit a Data Object?
    • How Do Unit Tests Work in Assette?
    • Enable Assette Add-In in Case of Failure
    • How Do I Log into Snowflake?
    • Period Codes
    • Developer Tools FAQs
      • Removing Blank or NULL Columns
      • How to Display Different Values in the Account Code Dropdown in the Data Object Editor Preview
      • When and Why You See an Impact Change Message in the Developer Center
  • Tutorials
    • Creating a Correlation Matrix Table
    • Data Block Tutorials
      • Structuring Data for Time-Series Charts in PowerPoint
      • How to Cache Data Using Data Blocks
      • Creating a Certificate Data Block
      • Making Public API Calls Using Assette Data Blocks
      • Using Data Blocks to Make API Calls
    • Data Object Tutorials
      • Creating Dynamic Column Headings
implementation

Implementation

18
  • Getting Started
    • Welcome to the Assette Implementation Guide
  • Planning Your Implementation
    • Assette 101
    • The Three Layer Model
    • What to Expect from Implementation
  • Platform Layers
    • The Data Engine
    • Authoring Center
    • Content Hub
  • Assemble Your Implementation Team
    • Technical Environment & Tenant Setup
    • Building Your Implementation Dream Team
    • Scaling Your Implementation Across Strategies & Modules
  • Working With Data
    • Content Inputs
    • Prepare and Shape Your Data
    • Real-Word Examples
  • Implementation Process & Support
    • How ACE Training Works
    • Implementation Steps
    • Analyze Backward, Build Forward
    • Assette Support & Roles
    • ACE Syllabus
  • Home
  • Docs
  • Developers
  • Getting Started
  • The Assette Navigation Bar

The Assette Navigation Bar

3 min read

This article discusses the Assette Menu Bar, located at the top of the screen. For information on the Assette Home page, please see the Assette Home Page article.

At Assette, we prioritize a seamless and intuitive user experience. As part of our ongoing improvements, we have redesigned the Assette Menu Bar to enhance accessibility and efficiency. While the core functionalities remain unchanged, these updates ensure a smoother navigation experience, allowing you to focus on what matters most—your work.

image 33

A Simplified and Intuitive Layout #

The Assette Menu Bar is your central hub for accessing key features and tasks within the platform. The improved structure makes it easier to locate and switch between tools, eliminating unnecessary steps and improving workflow efficiency.

  • Clear Categorization: Features and tools are logically grouped to minimize clutter.
  • Quick Access: Frequently used functions are now more accessible.
  • Consistent Navigation: Users can expect a unified experience across all sections.

For a comprehensive guide on how the Assette Navigation Bar enhances usability, please refer to Navigating the User Interface.

Effortless Navigation: Key Features #

Main Menu Structure #

The top menu bar is organized to streamline access to application tasks. Each section is designed to guide users intuitively through the platform.

  • Click on a tab to open the corresponding task’s screen.
  • Right-click on the green Assette logo to open another instance of the application in a new browser tab, enabling multi-tasking.

Note: Unlike previous versions, all new items now open within the same screen to provide a cohesive experience. The Assette Developer Tools and Assette Workbox remain the only exceptions and will still open in separate tabs.

Optimized Icons for an Enhanced Experience #

Home Icon #

The home icon allows users to personalize their workflow by setting a specific task as their homepage. This ensures that every login session starts with the most relevant screen.

  • Click the home icon on any task screen to set it as your default homepage.
  • If you need to manually access the homepage, click the green Assette logo in the upper-left corner.

Favorites for Quick Access #

The star icon simplifies navigation by allowing users to save frequently accessed tasks.

  • Click the star icon next to any task to add it to your Favorites list.
  • A Favorites icon will appear in the top menu bar, providing instant access to your most-used tasks.

Instant Support Access #

The support icon ensures that users can quickly reach the Assette Client Support Team when needed.

  • Click the headset icon in the upper-right corner to contact support.
  • This generates an email draft to clientservice@assette.com in your default email application.

Contribute to Product Development #

Have an idea for improving Assette? The lightbulb icon allows users to directly submit feedback to the Product Management Team.

  • Click the lightbulb icon in the upper-right corner to share enhancement ideas.
  • Your input helps shape future platform updates.

Help Center at Your Fingertips #

The help icon provides instant access to Assette’s Help Center, ensuring users always have the guidance they need.

  • Click the question mark icon in the upper-right corner to access learn.assette.com.
  • Browse user guides, tutorials, and troubleshooting articles.

Streamlined Access to Essential Features #

The Workbox has been relocated to improve accessibility. Previously accessible from the main screen as a Center, it is now available by clicking Workbox in the upper-left corner. This adjustment ensures that users can quickly manage their tasks without unnecessary navigation.

The Content Hub is a newly introduced area that consolidates Assette content generation and output tools. This section includes the RFPs & DDQs, Assette Library and Assette Batch Tools, providing a more structured and user-friendly environment for content management.

The Authoring Center now serves as the central location for all authoring functionalities. Users can access Smart Docs, Smart Pages, and Smart Shells, as well as Data Docs, DDQs, and Disclosures. Additionally, templates, branding themes, and email templates are now housed within this area, ensuring an organized approach to document creation and management.

The Data Engine has been restructured to unify all data-related tools in one location. This section includes Data Connectors (Legacy), Data Files, and Recipients, along with History, Uploads, and Data Validations. This consolidation simplifies the data management process, allowing for more efficient tracking and validation.

The Developer Tools have undergone a minor rebranding. Previously known as the Developer Center, they are now referred to as Developer Tools and can be accessed via the upper-right menu. All development functionalities, including Data Block & Object management, remain unchanged, ensuring a seamless experience for users working on system customization and automation.

The Admin Center has been relocated for improved accessibility. It is now accessed by clicking the gear icon on the far right of the menu navigation bar and selecting Admin Center. This ensures that all administrative controls are easily accessible while maintaining an uncluttered interface.

The Workflows section has also been moved for better efficiency. It can now be accessed by clicking the gear icon on the far right of the menu navigation bar and selecting Workflows. This strategic placement makes workflow management more streamlined and accessible.

Additionally, the Tenant Manager is now accessed by clicking the gear icon on the far right of the menu navigation bar. This relocation ensures that tenant management settings are centralized within the administrative section, allowing users to manage tenant-related configurations efficiently.

Still stuck? How can we help?

How can we help?

Updated on March 17, 2025
Page Index
  • A Simplified and Intuitive Layout
  • Effortless Navigation: Key Features
    • Main Menu Structure
  • Optimized Icons for an Enhanced Experience
    • Home Icon
    • Favorites for Quick Access
    • Instant Support Access
    • Contribute to Product Development
    • Help Center at Your Fingertips
  • Streamlined Access to Essential Features
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