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Keyboard shortcuts

Move between Console pages, start a page's main action and search its table from the keyboard, and turn the one-key shortcuts off.
Open it fromAccount menuKeyboard shortcutsRole:Any signed-in user

The Console and the Investor portal respond to a small set of keys. Some open a page, some start the main action on the page you are on, and three work from anywhere with ⌘ held, or Ctrl outside macOS. To explore what exists, use the sidebar. To reach a record by name or address, use Search.

A key cap beside a label tells you the key. Issue asset shows N, Add contact shows N, Edit shows E, and an empty table search field shows /. A screen reader announces the key from the control, not from the key cap.

Under “Go to”, the list shows a go-to chord for each page that has one and the signed-in investor can open: Dashboard, Actions, Activity and Portfolio.

Under “Everywhere” the list shows CtrlK, CtrlB and ?. “On this page” is empty, and a note under the groups reads “This page has no shortcuts of its own.” The “Single-key shortcuts” switch sits at the bottom, set to On.

Steps

Open the keyboard shortcuts list

Open the account menu and choose Keyboard shortcuts. You can also press ? on any page. The list opens over the current page, grouped under “Go to”, “Everywhere” and “On this page”, with the “Single-key shortcuts” switch at the bottom.

Switch off Single-key shortcuts

Use the Single-key shortcuts switch in the list. The word beside it changes from “On” to “Off”. Switch the group off when a key you press by habit should never start an action. ⌘K, ⌘J and ⌘B keep working.

The setting belongs to your browser profile, not your account. Switching it off applies to everyone who signs in through that browser profile. Other browsers and other computers keep their own setting.

Keys that work everywhere

These keys use ⌘ on macOS and Ctrl on Windows and Linux. They keep working when you turn the one-key shortcuts off.

Keys
What happens
Where
⌘K
Opens Search. Press it again to close the dialog.
Console and Investor portal
⌘J
Opens the Ask panel beside the page. It does nothing unless the page offers the assistant.
Console
⌘B
Shows or hides the sidebar.
Console and Investor portal

The first Tab on a page, in the Console and the Investor portal, shows a Skip to main content link in the top corner. Press Enter on it to move focus past the sidebar and the top bar to the page itself.

Keys that open a page

Press g, then one letter. While you wait, a line at the bottom of the screen lists the letters you can press. The chord ends on any other key or after 1.5 seconds. A page you cannot open has no letter.

Keys
Opens
Where
g then d
Dashboard
Console and Investor portal
g then a
All assets
Console
g then i
Actions
Console and Investor portal
g then v
Activity
Console and Investor portal
g then p
Portfolio
Console and Investor portal
g then s
General
Console

The Investor portal has no All assets or General page, so it has no a or s chord. When the sidebar is collapsed, hovering a page's icon shows its chord next to its name.

Keys that act on the page

Key
What happens
/
Moves focus to the page's table search field and selects what is in it.
n
Starts the page's main create action, such as Issue asset on All assets or Add contact on Contacts.
e
Opens the edit screen of a contact, and the Edit sheet of a compliance provider or a policy template.
?
Opens the list of shortcuts that work on the page you are on.

A key that targets a control does nothing while that control is disabled, for example Add contact while the page is still loading. The ? list shows only the shortcuts the open page offers, under On this page, beside the keys that work everywhere.

When the keys do not fire

The single-key shortcuts (g, /, n, e and ?) stay quiet while you type in a field, while a dialog, sheet or menu is open, and while you hold ⌘, Ctrl or Alt. Typing “new” into a search field therefore never starts a create action.

Where the key caps appear

Control
Key cap
Page
Issue asset
N
All assets
Add contact
N
Contacts, in the Console and the Investor portal
Edit
E
A contact's page, which opens its edit screen, in the Console and the Investor portal. A compliance provider's page and a policy template's page, which open the Edit sheet, in the Console
Table search field
/
The search field / focuses, the first on the page, while it is empty

The key caps are hidden on screens narrower than 640 pixels and on touch screens, where a key press is not the way you reach the control. The same keys still work on a narrow window with a keyboard attached.

Troubleshooting

A key does nothing

Signal: pressing n, e, / or g has no effect. Cause: the single-key shortcuts are off, a field has focus, a dialog or menu is open, or the control the key targets is disabled or missing from the page. Fix: press Escape to leave the field or dialog, then press the key again. Open Keyboard shortcuts from the account menu to check the switch.

The key caps disappeared

Signal: Issue asset, Edit and the table search field no longer show a key. Cause: the single-key shortcuts are off in this browser, the window is narrower than 640 pixels, or the screen is a touch screen. Fix: open “Keyboard shortcuts” from the account menu and switch Single-key shortcuts back on, or widen the window.

g shows a line at the bottom of the screen and then nothing opens

Signal: the line listing letters appears, and the next key opens no page. Cause: the letter you pressed belongs to a page you cannot open, or the 1.5 seconds ran out. Fix: press g again and choose a letter from the line.

Frequently asked questions

Do the shortcuts work in every language?

Yes. The keys are letters and symbols, so they stay the same when the Console is shown in another language. Only the labels around them are translated.

Can I change which key does what?

No. The keys are fixed. You can turn the single-key group off as a whole.

Why does the search shortcut work when I switch the single-key shortcuts off?

The setting covers only keys that one press triggers. Keys pressed with ⌘ or Ctrl held are a separate group and stay on.

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