Navigating the Interface

Master the Harmony Dashboard interface with the sidebar, command palette, keyboard shortcuts, and navigation features.

Key routes: /dashboard · /tickets · /agents · /workflows · /assets · /software · /people · /settings · /portal

Understanding the Dashboard Layout

The Harmony layout uses a collapsible sidebar on the left, a top navigation bar, main content in the center, and a user menu in the sidebar footer. The layout adapts for mobile. When you're on the Portal, the sidebar is hidden and a different layout is shown.

The top navigation bar appears on every page and houses the Copilot button and global search in a compact, unified toolbar. All components in the bar are capped at 32px height for a consistent, polished look. Spacing and borders across pages have been refined, with reduced padding and visible container borders that render correctly in both light and dark mode.

Full layout with sidebar expanded

Using the Main Sidebar

The main sidebar is the primary way to move between sections of Harmony.

Collapsing and Expanding the Sidebar

• Toggle button - A circular button appears on the right edge of the sidebar on hover. Click it to collapse or expand.
• Keyboard shortcut - Press Cmd+S (Mac) or Ctrl+S (Windows/Linux) to toggle the sidebar.
• Collapsed mode - When collapsed, the sidebar shows only icons. Click the logo or any icon to expand it again.

The sidebar state is stored so it stays the same across sessions.

The sidebar menu area now scrolls independently when the navigation list is long. The header and footer remain fixed, so important controls like your user menu are never pushed out of view. Collapsible menu sections display a chevron arrow so you can tell at a glance when there are nested items to expand. Menu items and sub-items share a consistent height for a uniform appearance.

Your tenant information is visible in the sidebar footer, making it easy to confirm which workspace you are operating in without navigating away.

Understanding Sidebar Sections

The sidebar shows different sections based on your permissions:

Section	Route	Who sees it
Dashboard	/dashboard	Platform roles (Admin, Agent, Observer)
Tickets	/tickets/desk/...	Users with ticket access
Agents	/agents	Platform roles
Workflows	/workflows	Platform roles (when feature is enabled)
Assets	/assets	Platform roles
Applications	/software	Platform roles
People	/people	Platform roles
Settings	/settings	Users with settings access
Help	-	Opens Intercom

The Software tab has been renamed to Applications across the platform to align with common industry terminology.

Desk Navigation in Sidebar

Under Tickets, you can switch between desks:

• All - View tickets across all desks you can access.
• Individual desks - Each desk appears as a sub-item. Click to open that desk's ticket list.
• Subdesks and teams - Desks with associated teams appear as collapsible menu items. Expand a desk to reveal its teams and navigate directly to a team's filtered view.
• Other - Shown when the "disabled desks" feature is on, for desks you don't normally access.

The Tickets item is a collapsible menu. Expand it to see the list of desks.

Desk Hover Previews

When the sidebar is collapsed (icon-only mode), hover over a desk item to see a preview card. The card shows the desk name, its teams, and quick links to navigate directly to each team. Desks with teams show a chevron. Use this to switch context between teams without leaving your current workflow.

Sidebar collapsed with desk hover card

Understanding Desk Hierarchy

Desks are top-level units; each can have teams. In the sidebar, desks appear under Tickets. Teams are shown both in the collapsible desk menu and in the hover preview card when the sidebar is collapsed.

Using the Command Palette (Cmd+K / Ctrl+K)

The command palette gives quick access to navigation, search, and actions.

Opening the Command Palette

• Keyboard - Press Cmd+K (Mac) or Ctrl+K (Windows/Linux).
• Sidebar - Click the search icon in the sidebar header.

Searching for Actions

With the palette open, type to search. It shows:

• Navigation - Go to Dashboard, Tickets, Agents, Workflows, Assets, Applications, People, Settings
• Employees - Jump to employee profiles by name (type 2+ characters); employee avatars appear alongside results for easier identification
• Tickets - Find and open tickets by title (type 2+ characters)
• Assets - Find and open assets (type 2+ characters)
• Applications - Find and open software applications by name (type 2+ characters); application logos appear where available
• Utility - Reload page, copy URL, toggle theme, toggle sidebar, open help

Live search results (employees, assets, tickets, applications) appear after you type at least 2 characters. Results are grouped by category. Select an item and press Enter to open it.

Command palette with search results

Understanding Command Categories

Categories include Navigation, search results (Employees, Tickets, Assets, Applications), and Utility. Use the search field to filter.

Quick Navigation with Commands

Select a command with the mouse or arrow keys, then press Enter to run it. The palette closes after you run a command.

Using the Copilot Button

The Copilot button is available from the top navigation bar on every page. You can reposition it anywhere on your screen by dragging it, so it stays out of the way while you work. The Copilot panel and welcome screen display correctly on mobile devices and smaller screens. The button supports mouse, touchscreen, and keyboard navigation reliably.

Keyboard Shortcuts

Harmony provides an expanded set of keyboard shortcuts to help you move faster through the platform without reaching for your mouse. Modifier keys: Cmd on Mac, Ctrl on Windows/Linux.

Global Shortcuts

Shortcut	Action
Cmd+K / Ctrl+K	Open command palette
Cmd+S / Ctrl+S	Toggle sidebar
Cmd+H / Ctrl+H	Toggle Intercom (Help)
Cmd+M / Ctrl+M	Toggle theme (light/dark)

Navigation Shortcuts (g then key)

Type g, then a letter:

Sequence	Destination
g then d	Dashboard
g then t	Tickets
g then i	Agents
g then w	Workflows
g then a	Assets
g then s	Applications
g then p	People
g then c	Settings
g then g then a	Admin (Harmony admins only)

Settings Tab Shortcuts (t then key)

When you're in Settings, type t, then a letter:

Sequence	Tab
t then g	General
t then i	Integrations
t then k	Knowledge Base
t then a	Asset Management
t then d	Desks
t then b	Branding
t then p	Preferences

Table Navigation Shortcuts

In data tables (e.g. tickets, assets, people), these shortcuts work when the table has focus:

Shortcut	Action
/	Focus search
Escape	Clear search
↑ / ↓	Move between rows
← / →	Previous / next page (when available)
Shift+R	Refresh table
Shift+X	Reset filters

You can also navigate between pages, open items with the Enter key, and switch between tabs entirely from the keyboard across all major surfaces including tickets, assets, people, and settings.

Theme Toggle (Cmd+M / Ctrl+M)

Press Cmd+M or Ctrl+M anywhere to switch between light and dark theme.

Using Breadcrumbs for Navigation

Breadcrumb navigation appears across Harmony, giving you clear context about where you are in the platform. Breadcrumbs replace the previous back arrow on most pages.

Breadcrumbs appear on pages with nested structure, such as:

• Settings → Desks → [Desk name] - When viewing a desk
• Settings → Desks → [Desk] → Teams → [Team] - When viewing a team
• Settings → User Management → [User] - When viewing a user
• Settings → User Management → [Group] - When viewing a group

Breadcrumb segments are links; click them to go back to that level.

Breadcrumbs on Settings desk page

Navigating Back Through Breadcrumbs

Click any breadcrumb segment to return to that page. For example, from Settings → Desks → IT → Teams → Support, click Desks to go back to the desks list, or Settings to go to settings home. On some detail pages (e.g., tickets, software), a back arrow uses browser history or falls back to the parent route.

Working with Employee Selectors

Employee selectors appear in forms when you need to assign someone, add a participant, or select a user (e.g., ticket assignee, approval workflows).

Using Employee Selector Fields

Employee selector fields use a combobox: click to open a dropdown, or type to search. The field shows the selected employee's avatar and name. Use Clear or the X to remove the selection.

Searching for Employees

Type in the employee selector to search by display name, first/last name, email, job title, department, or location. Results appear as you type. By default, only active employees are shown (depending on the field configuration).

When adding approvers, the dropdown opens instantly and stays responsive while typing, even in large organisations. Results are capped at 50 visible matches. If there are more matches, a "Type to narrow results..." hint guides you to filter further.

Selecting Multiple Employees

When a field supports multiple employees (e.g., approval approvers), use the multi-select variant. Selected employees appear as stacked avatars with a "+N" for overflow. Use the dropdown to add or remove people. Some selectors support partial selection (e.g., for approval fallback).

Understanding Employee Avatars

Avatars show the employee's photo or initials. Size varies by context (sm, md, lg). VIP employees may have a badge. The Harmony AI agent has a special avatar treatment.

Viewing Employee Hover Cards

Hover over an employee avatar (in selectors, tables, or profiles) to see a hover card. The card shows: name, job title, department, messaging options (Slack, Teams, email), local time, location, office, and phone numbers. VIP badge appears when applicable. Click the profile link to open the employee in People.

Understanding Employee Status

Employee selectors typically filter to active employees only. Inactive or terminated employees may be excluded from search results. The activeOnly behavior depends on the field (e.g., ticket assignee vs. approval approvers).

Using the User Menu

The user menu is in the sidebar footer. It shows your avatar, name, and email.

Menu Options

• Admin - Go to admin (only for Harmony admins)
• Self-service portal - Open the portal in a new tab
• Documentation - Open docs.harmony.io
• Theme - Switch between light and dark
• Log out - Sign out

User menu dropdown in sidebar footer

Dynamic Browser Tab Titles

Each page in Harmony now displays a meaningful, context-aware title in your browser tab instead of a static label. This makes it easier to identify open tabs at a glance, switch between multiple Harmony pages, and navigate your browser history more effectively.

Page titles follow a consistent format, for example:

• Tickets - All Desks | Harmony
• Ticket - INC-637 (Desk-name) | Harmony
• Assets - Asset-name | Harmony
• Employees - Employee-name | Harmony
• Applications - App-name | Harmony
• Settings - Integrations | Harmony
• Settings - Desk-name: Members | Harmony

Accessibility and Assistive Technology

Harmony has improved accessibility compliance across all surfaces, including the service desk, settings, assets, applications, people, portal, and dashboard. Key improvements include:

• Keyboard navigation - Move between pages, navigate tables and dropdown menus, open items with the Enter key, and switch between tabs without a mouse.
• Screen reader support - Buttons, form inputs, links, and interactive elements include proper labels and roles for use with screen readers.
• Right-to-left language support - Chat messages and saved views display correctly when using RTL languages such as Hebrew or Arabic, with proper text alignment and layout direction throughout the interface.

Performance and Responsiveness

Harmony is faster and more responsive across the board, particularly for users on older or less powerful hardware:

• Near-instant page navigation - Blocking loaders during route transitions have been removed, so switching between pages feels immediate.
• Faster tables and filters - Tables and filter dropdowns use optimised rendering and deferred data loading.
• Snappier forms - Typing in fields like name, description, and category is smooth, with fewer unnecessary UI updates as you fill out forms. Complex forms no longer trigger full re-renders on every keystroke.
• Dashboard widgets - Chart animations have been tuned to reduce unnecessary processing.

Use the command palette (Cmd+K) to reach most areas without using the sidebar.

Shortcuts like g>d mean: press g, then press d. No need to hold both at the same time.

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Related Resources

Getting Started

Learn the basics of Harmony Dashboard and key features

Managing Your Profile

Update your profile settings and preferences

Managing People

Employee directory and profiles