HELP / GETTING STARTED / YOUR HOME SCREEN

Find any screen with ⌘K

Admin · CSM · OM · Finance2 min read

Last verified 2026-09-17

Jump to any page, settings panel, or operational workflow instantly using the ValueRamp global Command Palette.

Before you start

  • An active ValueRamp user account

The ValueRamp global Command Palette lets you navigate across your entire workspace without taking your hands off the keyboard. Whether you need to jump to a specific integration, open workspace lifecycle settings, or review your customer accounts roster, the palette gives you direct keyboard-driven navigation from any page.

How to use the Command Palette

Opening the palette

You can summon the Command Palette at any time:

  • Keyboard: Press ⌘K on macOS or Ctrl+K on Windows.
  • Header launcher: Click the Search ⌘K button located in the top navigation header on any portal screen.

Searching and navigating

As you type, results filter instantly across all top-level sections (MAIN, RECORDS, FINANCE, TOOLS, and SETTINGS). Each destination shows its full hierarchy breadcrumb (such as Settings › Integrations) so you know exactly where the link leads.

  • Up and Down arrows: Cycle through matching results.
  • Enter: Jump directly to the active highlighted page.
  • Escape: Close the palette and return focus to your current screen.
The ValueRamp top navigation header highlighting the Search ⌘K launcher button

1 / 4Click 'Search' in the header or press ⌘K to open the command palette

Steps

  1. Click 'Search' in the header or press ⌘K to open the command palette

    The ValueRamp top navigation header highlighting the Search ⌘K launcher button
  2. Type any page or setting name into the search input

    The Command Palette dialog open in the center of the screen with the search input highlighted
  3. Browse categorized results using the arrow keys

    Filtered search results inside the Command Palette grouped by category
  4. Press Enter to navigate directly to your chosen destination

    A highlighted destination item in the Command Palette ready to load on Enter

Common questions

What keyboard shortcut opens the command palette?

Press ⌘K on macOS or Ctrl+K on Windows from anywhere in ValueRamp to open the command palette immediately.

Why doesn't the ⌘K shortcut work when I am typing in an editor?

To prevent interrupting your typing, the global hotkey is intentionally suspended while you are inside a rich text editor or form input field. Click the Search button in the header or click outside the text field to activate the shortcut.

Are search results filtered by my assigned role?

Yes. The command palette only displays destinations and settings that your assigned role is authorized to access.

Was this helpful? Tell us what was missing