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3 changes: 3 additions & 0 deletions docs/settings/security/teams/team-permissions/overview.md
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Expand Up @@ -10,6 +10,9 @@ Team permissions control what actions users can perform on datastores and their
!!! note
Admins are **not** subject to team permissions and can access all data assets. Team permissions only apply to users with the **Manager** and **Member** roles. For platform-level permissions, see the [User Roles](../../users/roles/overview.md){:target="_blank"} documentation.

!!! tip
Admins can preview the platform as a single-team Manager by enabling [Team Restriction Mode](../../../../using-the-platform/web-app/top-right-menu/user-profile/team-restriction.md){:target="_blank"}. This is helpful for demonstrating team permissions or diagnosing access issues reported by Members and Managers.

## Permission Hierarchy

Permissions follow a hierarchical model — higher permissions include all capabilities of lower permissions:
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2 changes: 1 addition & 1 deletion docs/using-the-platform/web-app/app-navigation.md
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# App Navigation
# :material-menu:{ .middle style="color: var(--q-brick)" } App Navigation

The left sidebar of the app displays the primary navigation menu, which allows users to quickly access various functionalities of the Qualytics platform. The menu items include:

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# Command Palette
# :material-keyboard-outline:{ .middle style="color: var(--q-brick)" } Command Palette

The Command Palette is the keyboard-driven side of Global Search. It is the same overlay you open from the top search bar, but optimized for users who want to navigate, search, and act without touching the mouse.

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# Global Search
# :material-console-line:{ .middle style="color: var(--q-brick)" } Global Search

The **Global Search** in Qualytics is a single, easy-to-use tool that helps you quickly find and manage everything in the platform. You can open it from the top search bar or by pressing **Ctrl + K** (Windows/Linux) or **⌘ + K** (macOS). It acts as a command palette for navigation, operations, and creating new entities. To search for data assets (datastores, containers, and fields) by name, use **Asset Search** (`Ctrl/⌘ + Shift + F`). You can also create templates, flows, tags, teams, service users, and tokens directly from the same place. With built-in shortcuts to move between sections like Explore, Library, Tags, Flows, and Settings, it saves time and makes working in large environments much faster and simpler.
**Global Search** is a command palette in Qualytics that lets you navigate, run operations, and create items across the platform without leaving the keyboard. Open it from the search bar at the top of the dashboard.

!!! tip
Press **Ctrl + K** (Windows/Linux) or **⌘ + K** (macOS) for quick access to Global Search from anywhere in the platform.

![global-search](../../../assets/web-app/global-search/overview/global-search.png)
![Global Search bar at the top of the platform](../../../assets/web-app/global-search/overview/global-search.png)

## What You Can Do With Global Search

Global Search doubles as a command palette and a navigation tool. Use it to:

- **Navigate** to any major area of the platform (Explore, Library, Tags, Flows, Settings) without leaving the keyboard.
- **Run operations** like sync, profile, scan, export, or materialize on a selected asset.
- **Create new entities**: quality checks, check templates, flows, tags, teams, service users, and tokens.
- **Create** quality checks, check templates, flows, tags, teams, service users, and tokens.
- **Open documentation**: the User Guide and API Docs from any page.

## Where to Go Next
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204 changes: 64 additions & 140 deletions docs/using-the-platform/web-app/global-search/keyboard-shortcuts.md
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# Keyboard Shortcuts
# :material-keyboard:{ .middle style="color: var(--q-brick)" } Keyboard Shortcuts

Qualytics offers a comprehensive set of keyboard shortcuts to reduce mouse usage and accelerate everyday tasks. These shortcuts enable you to navigate the platform, run operations, manage checks, and update entities directly from the keyboard.
Qualytics provides keyboard shortcuts for navigation, operations, check management, and entity actions across the platform. This page lists every available shortcut, grouped by category.

## 🔎 Understanding the Search Bar
!!! tip "About the Command Palette"
Many shortcuts also surface in the **Command Palette**, the overlay you open with `Ctrl + K` (Windows/Linux) or `⌘ + K` (macOS). To learn how the palette behaves and how asset results appear, see [Command Palette](command-palette.md){:target="_blank"}.

The search bar at the top of the Qualytics dashboard functions as a **Command Bar**, not a direct asset search field.
## How Sequential Shortcuts Work

The Command Bar is designed to:
Some shortcuts use a two-key sequence written as `G then E`. Press each key in turn — not together — and complete the sequence within about two seconds. If you wait too long, the sequence resets and you can start again.

- Navigate to product areas (Explore, Flows, Library, Settings, Tags)
- Run operations (sync, scan, export, profile, materialize)
- Create new entities (checks, templates, flows, tags)
- Open documentation (User Guide, API Docs)
- View keyboard shortcuts
## Open the Keyboard Shortcuts List

Pressing **Enter** in this bar executes the currently highlighted command.
**Step 1:** Click the **Search** bar at the top of the dashboard, or press `Ctrl + K` (Windows/Linux) or `⌘ + K` (macOS).

!!! important
The top search bar does not always return datastore, container, or field results directly. To search for data assets (such as fields like `DOB`, `DOD`, containers, or datastores), use **Asset Search** (`Ctrl/⌘ + Shift + F`).
![search-bar](../../../assets/web-app/global-search/keyboard-shortcuts/step-1-search-bar.png)

Let’s get started 🚀

**Step 1:** Log in to your Qualytics account and click on the **Search** bar at the top of the dashboard.

Alternatively, you can press **Ctrl + K** on Windows/Linux or **⌘ + K** on macOS to open the Search bar directly.

![search](../../../assets/web-app/global-search/keyboard-shortcuts/step-1-search-bar.png)

A popup window will appear, presenting various search options.
A popup window appears with the available commands.

![search-options](../../../assets/web-app/global-search/keyboard-shortcuts/step-2-search-options.png)

### ⚠️ How the Enter Key Works in the Command Bar

When you type in the top search bar and press **Enter**, the system executes the **currently highlighted command** in the dropdown list.

The Command Bar is designed to run commands. It does not automatically perform an asset search.

Depending on what is selected, pressing Enter may:

- Open a documentation page
- Navigate to another section of the application
- Run an operation
- Open settings
- Trigger another available command

This is expected behavior.

#### 🔎 Example

- If you type **API** and the highlighted option is **Open API docs**, pressing **Enter** will open the API documentation page.

- If you type **Flows** and **Go to Flows** is highlighted, pressing **Enter** will navigate to the Flows page.

In both cases, the system is executing the selected command, not performing a data asset search.

### 🔎 If You Want to Search for Assets

To search for datastores, containers, or fields (for example, `DOB` or `DOD`), use one of the following methods:

#### Option 1: Keyboard Shortcut

- **Windows/Linux:** `Ctrl + Shift + F`
- **macOS:** `⌘ + Shift + F`

#### Option 2: From the Command Bar
**Step 2:** Select **Search keyboard shortcuts**.

1. Open the Command Bar:
![click-search-keyboard-shortcuts](../../../assets/web-app/global-search/keyboard-shortcuts/step-3-search-shortcuts.png)

- `Ctrl + K` (Windows/Linux) or `⌘ + K` (macOS)
The full list opens, organized by category.

2. Select **Search datastores, containers, and fields**

3. Enter your search term

This ensures you are using **Asset Search mode** instead of executing a command.

**Step 2:** Click on **Search Keyboard Shortcuts** to see all the shortcuts in one place.

![click-search-key-shortcuts](../../../assets/web-app/global-search/keyboard-shortcuts/step-3-search-shortcuts.png)

A window will appear, displaying a comprehensive list of all shortcuts organized by category.

![keyboard-shortcuts](../../../assets/web-app/global-search/keyboard-shortcuts/step-4-shortcuts-list.png)

**Step 3:** You can now either search for a specific shortcut or scroll through the list to see all available options.

![search-key-shortcuts](../../../assets/web-app/global-search/keyboard-shortcuts/step-5-find-shortcut.png)

Qualytics supports a wide range of keyboard shortcut categories, including but not limited to:

| No. | Shortcut Category |
|-----|--------------------|
| 1. | [Navigation](#navigation) |
| 2. | [Anomaly](#anomaly) |
| 3. | [Check](#check) |
| 4. | [Checks](#checks) |
| 5. | [Container](#container) |
| 6. | [Datastore](#datastore) |
| 7. | [Enrichment](#enrichment) |
| 8. | [Field](#field) |
| 9. | [Flow](#flow) |
| 10. | [Flow Execution](#flow-execution) |
| 11. | [Interface](#interface) |
| 12. | [Operations](#operations) |
| 13. | [Search](#search) |
| 14. | [Tags](#tags) |
| 15. | [Template](#template) |

### Search

> The Search shortcuts below are specifically for asset search and keyboard shortcut lookup. The top search bar (`Ctrl/⌘ + K`) is a Command Bar for navigation and actions.

The Search Shortcuts allow you to quickly find datastores, containers, fields, and view the complete list of shortcuts.

| Action | Windows/Linux | macOS |
|--------|--------------|--------|
| Search datastores, containers, and fields | Ctrl + Shift + F | ⌘ + Shift + F |
| Search keyboard shortcuts | Ctrl + / | ⌘ + / |
![keyboard-shortcuts-list](../../../assets/web-app/global-search/keyboard-shortcuts/step-4-shortcuts-list.png)

### Navigation
**Step 3:** Scroll through the list or type to filter for a specific shortcut.

The Navigation Shortcuts make it easy to move between pages, switch tabs, and access core areas of the Qualytics platform efficiently.
![filter-shortcut](../../../assets/web-app/global-search/keyboard-shortcuts/step-5-find-shortcut.png)

| Action | Windows/Linux | macOS |
|--------|--------------|--------|
| Go back to previous page | G then B | G then B |
| Go forward to next page | G then N | G then N |
| Go to explore | G then E | G then E |
| Go to flows | G then F | G then F |
| Go to library | G then L | G then L |
| Go to settings | G then S | G then S |
| Go to tags | G then T | G then T |
| Select next tab | Alt + → | ⌥ + → |
| Select previous tab | Alt + ← | ⌥ + ← |
## Shortcuts Reference

### Anomaly

The Anomaly Shortcuts provide quick actions for archiving, deleting, or tagging anomalies, helping you manage data issues faster.
Available on anomaly detail pages.

| Action | Windows/Linux | macOS |
|--------|--------------|--------|
| Archive anomaly | Ctrl + E | ⌘ + E |
| Assign tags | A then T | A then T |
| Delete anomaly | Ctrl + Del | ⌘ + Del |
| Delete anomaly | Ctrl + Delete | ⌘ + Backspace |

### Check

The Check Shortcuts give you instant access to actions like editing, archiving, tagging, or favoriting checks directly from the keyboard.
Available on check detail pages.

| Action | Windows/Linux | macOS |
|--------|--------------|--------|
| Archive check | Ctrl + E | ⌘ + E |
| Assign tags | A then T | A then T |
| Delete check | Ctrl + Del | ⌘ + Del |
| Delete check | Ctrl + Delete | ⌘ + Backspace |
| Edit check | E | E |
| Mark as favorite | Alt + F | ⌥ + F |

### Checks

The Checks Shortcuts are focused on creating new checks, whether from scratch or from templates, to speed up your validation process.
Available where new checks can be created (datastore and template pages).

| Action | Windows/Linux | macOS |
|--------|--------------|--------|
Expand All @@ -169,76 +67,94 @@ The Checks Shortcuts are focused on creating new checks, whether from scratch or

### Container

The Container Shortcuts let you manage containers efficiently by assigning tags, editing, deleting, or marking them as favorites.
Available on container detail pages.

| Action | Windows/Linux | macOS |
|--------|--------------|--------|
| Assign tags | A then T | A then T |
| Delete container | Ctrl + Del | ⌘ + Del |
| Delete container | Ctrl + Delete | ⌘ + Backspace |
| Mark as favorite | Alt + F | ⌥ + F |
| Open container settings | E | E |

### Datastore

The Datastore Shortcuts simplify datastore management, allowing you to quickly assign tags, edit, delete, or favorite a datastore.
Available on datastore detail pages.

| Action | Windows/Linux | macOS |
|--------|--------------|--------|
| Assign tags | A then T | A then T |
| Delete datastore | Ctrl + Del | ⌘ + Del |
| Delete datastore | Ctrl + Delete | ⌘ + Backspace |
| Edit datastore | E | E |
| Mark as favorite | Alt + F | ⌥ + F |

### Enrichment

The Enrichment Shortcuts provide fast access to edit or delete enrichment configurations without leaving the keyboard.
Available on enrichment datastore detail pages.

| Action | Windows/Linux | macOS |
|--------|--------------|--------|
| Delete enrichment | Ctrl + Del | ⌘ + Del |
| Delete enrichment | Ctrl + Delete | ⌘ + Backspace |
| Edit enrichment | E | E |

### Field

The Field Shortcuts help you manage fields by assigning tags, editing details, or deleting computed fields directly from the keyboard.
Available on field detail pages.

| Action | Windows/Linux | macOS |
|--------|--------------|--------|
| Assign tags | A then T | A then T |
| Delete computed field | Ctrl + Del | ⌘ + Del |
| Delete computed field | Ctrl + Delete | ⌘ + Backspace |
| Edit field | E | E |

### Flow

The Flow Shortcuts allow you to clone, delete, execute, or publish flows efficiently, reducing time spent in menus.
Available on flow detail pages.

| Action | Windows/Linux | macOS |
|--------|--------------|--------|
| Clone flow | Ctrl + D | ⌘ + D |
| Delete flow | Ctrl + Del | ⌘ + Del |
| Delete flow | Ctrl + Delete | ⌘ + Backspace |
| Execute flow | Ctrl + Enter | ⌘ + Enter |
| Publish flow | P | P |

### Flow Execution

The Flow Execution Shortcuts are designed for quick deletion of flow execution records to keep your workspace clean.
Available on flow execution pages.

| Action | Windows/Linux | macOS |
|--------|--------------|--------|
| Delete flow execution | Ctrl + Del | ⌘ + Del |
| Delete flow execution | Ctrl + Delete | ⌘ + Backspace |

### Interface

The Interface Shortcuts let you control the look and feel of the platform, such as collapsing the sidebar or switching themes.
Available across the platform.

| Action | Windows/Linux | macOS |
|--------|--------------|--------|
| Collapse navigation sidebar | Ctrl + B | ⌘ + B |
| Switch theme | Ctrl + Shift + L | ⌘ + Shift + L |
| Toggle Agent Q chat | Q | Q |

### Navigation

Available across the platform.

| Action | Windows/Linux | macOS |
|--------|--------------|--------|
| Go back to previous page | G then B | G then B |
| Go forward to next page | G then N | G then N |
| Go to Agent Q | G then Q | G then Q |
| Go to explore | G then E | G then E |
| Go to flows | G then F | G then F |
| Go to library | G then L | G then L |
| Go to settings | G then S | G then S |
| Go to tags | G then T | G then T |
| Select next tab | Alt + → | ⌥ + → |
| Select previous tab | Alt + ← | ⌥ + ← |

### Operations

The Operations Shortcuts provide fast commands for running sync, export, materialize, profile, and scan operations on datastores.
Available on datastore pages, with permission to run operations.

| Action | Windows/Linux | macOS |
|--------|--------------|--------|
Expand All @@ -248,17 +164,25 @@ The Operations Shortcuts provide fast commands for running sync, export, materia
| Run profile operation | R then P | R then P |
| Run scan operation | R then S | R then S |

### Search

Available across the platform.

| Action | Windows/Linux | macOS |
|--------|--------------|--------|
| Search keyboard shortcuts | Ctrl + / | ⌘ + / |

### Tags

The Tags Shortcuts let you quickly add new tags to classify and organize your data assets.
Available on the Tags page.

| Action | Windows/Linux | macOS |
|--------|--------------|--------|
| Add new tag | T | T |

### Template

The Template Shortcuts cover editing and archiving templates, helping you maintain reusable patterns with ease.
Available on template detail pages.

| Action | Windows/Linux | macOS |
|--------|--------------|--------|
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