Return to the home page.

Review, edit, and remove users. You can search for a user, or create a new user as needed. Available to users with administrative privileges.

Open the Tenants work area to create and edit tenants.

Access license information for each module: overview details about all licenses, or filter only the license types you want to see.

Select Actions, then License details to open a work area specific to that module's licenses to manage as needed.

Select a different tenant to work in, if multi-tenancy is deployed in your environment and you belong to multiple tenants.

Return to the home page.

Return to the Visual Data Discovery work area.

Review and manage the connection definitions used by Data Discovery connectors.

See Manage Data Discovery Data Store Connections.

Review and manage Data Discovery data source configurations.

See Manage Visual Data Discovery Data Sources.

Review and manage shared Data Discovery visuals.

See Use the Visual Gallery.

Review and manage Data Discovery dashboards and self service reports in the library.

See Use the Library for Dashboards and Use the Self Service Reports Library.

Manage Data Discovery users and groups and to assign users to groups.

See Manage Users in Symphony and Manage User Groups in Visual Data Discovery.

Several options are available in the Visual Data Discovery tenant to Administrators Group members:

• Custom Charts: Manage custom Data Discovery visuals from the UI. See Manage Custom Charts.

• Console: Review the Console of Refreshing Jobs. See Review Refresh Jobs.

• Actions: Review and manage Data Discovery action templates. See Integrate Visual Data Into Your Applications.

• System Users: Manage users as needed in Symphony Visual Data Discovery. Adjust Info, Tenant(s), or Regional Settings.

• Multi-Tenancy: View tenants in Data Discovery; select a tenant to disable if needed.

• Customize UI: Customize the user interface of the Visual Data Discovery Module. See Customize the Visual Data Discovery User Interface.

• Security: Enable or disable a security authentication service in Data Discovery. See Enable or Disable a Security Service.

• Connectors: Manage the connectors in Data Discovery. See Connect Visual  Data Discovery to Data Stores.

• Advanced: Review Symphony server-level variables. We suggest you change these only at the request of Technical Support. See Server-Level Variables.

• License: Specify a new Symphony license key. See Apply a License Key.

• Configuration: Configure Visual Data Discovery services.

Select a different tenant to work in, if multi-tenancy is deployed in your environment and you belong to multiple tenants.

• Help: Opens documentation for Symphony.

• Support: Access Technical Support.

• About: View the About dialog that identifies the version of Symphony you are using and provides a link to the terms of service. See About Dialog.

Return to the home page.

Open the chatflows work area. Search for chatflows by name and category, select and open your existing chatflows, or add new chatflows.

Open connected marketplaces for AI chatflows and tools. Find several ready made chatflows for Symphony, and search for tools in your preferred frameworks to build into your environment.

Open the tools list. Select and edit existing tools, and load or create new tools to use in your chatflows. For more information, see https://docs.flowiseai.com/integrations/langchain/tools.

Open the OpenAI assistants list. Select and edit existing assistants, and load or add new assistants to use in your environment.

Open the Credentials list. Search for existing stored credentials, edit existing credentials, and add or delete credentials to work with your tools, chatflows, and assistants in your environment.

Open the variables list. Search for variables, edit, delete, or add new variables. Use variables in the custom tool function using a $ (dollar sign) prefix. For more information, see https://docs.flowiseai.com/using-flowise/variables.

Open the API keys list. Search for a key by name, or scroll through the list to find the key you need. Copy, edit, or delete keys as needed. Create new keys to use in your environment. For more information, see https://docs.flowiseai.com/configuration/authorization/chatflow-level.

Expand or collapse the main menu.

Return to the home page.

Open the All Content work area that includes any views that are a part of the current project.

• Use the Search bar to find dashboards, reports, scorecards, small multiples, slideshows, and more that are part of the current project.

• Select the project name to switch between projects if you have more than one available to you.

• Expand the Quick Actions menu to explore your data, create new objects such as dashboards and data cubes, or open the Administration work area, if applicable.

Open a Views work area.

Select and view in your current project: Dashboard, Report, Scorecard, Small Multiple, or Slideshow. Navigate through the folders of your content to find what you need, or use the Search and Filters features to narrow down returned results. Select Create to open a work area to create new content for that view type.

Open a Data work area.

Select and view in your current project: Data Cube or Data Connector. Navigate through the folders of your content to find what you need, or use the Search feature to narrow down returned results. Select Create to open a work area to create new data cubes or data connectors.

Open the Business work area.

Select and view in your current project: Metric Set, Time Dimension, or Hierarchy. Navigate through the folders of your content to find what you need, or use the Search and Filters features to narrow down returned results. Select Create to open a work area to create new content for that view type.

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