Collaboration global header

  • Updated

The global header lets you access different features in Collaboration.

Switch instances

If your organization migrated to Opti ID, you must manage instances in Opti ID. See the Opti ID user documentation.

If you can access multiple instances of Collaboration, open the Instance Switcher and click the instance you want.

Search

The global search bar lets you search everything or refine your search by campaign, task, task content, event, milestone, work request, hypotheses, or hypotheses variation. For more information, see Global search for Collaboration.

Create a campaign, hypothesis, event, milestone, or work request

Click + to create a campaign, hypothesis, event, milestone, or work request.

Optimizely Opal

Administrators must grant users access to Optimizely Opal.

Opal is enabled by default for eligible customers, but users do not have access until an administrator enables it for each individual using Opti ID. For steps, see Get started with Optimizely Opal for Admins.

Access Optimizely Opal, an agent orchestration platform that helps you work smarter across Optimizely One, through the main global header menu. Use Opal to write experimentation plans and suggest hypotheses, variations, and so on. See Optimizely Opal overview and Optimizely Opal Chat for information.

If you use Opti ID, administrators can turn off generative AI in the Opti ID Admin Center. See Turn generative AI off across Optimizely applications

Otherwise, an administrator can toggle generative AI availability on or off for all users of an instance from the avatar > Opal & AI. See Apply organizational settings in Collaboration.

View notifications

Click Notifications (bell icon) to open your notifications panel. Click the notification to mark it as read. Click Mark All as Unread. Click X to hide the panel.

Click the funnel icon to filter your notifications.

View assigned tasks

Click Assignments to show the tasks currently assigned to you. Click an individual task to go to its page. Click X to hide your assignments.

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My Assignments only displays tasks where the current step is assigned to you and the due date is within the last 90 days or in the future.

Get help

Click the Help Resources drop-down list.

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  • KnowledgeBase – Displays end-user documentation.
  • Customer Support – Open a Support ticket.
  • Submit Feedback – Submit feedback from you, including problems in your daily work that you want Collaboration to solve. Describe the challenges you encounter and your desired outcome.

Access settings and Admin menu

Click your avatar and click an option to see settings and other configuration pages. You can also log out of Collaboration.