> ## Documentation Index
> Fetch the complete documentation index at: https://insightsoftware-preview.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# The Symphony Main Menu

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<a id="the-symphony-main-menu" />

The main navigation menus are located to the left of many of the work areas you use in Symphony. Menu options available vary based on your application privileges and licensed features.

<a id="home-page" />

## Home Page

The main menu is expandable and collapsible. Select the expand (<InlineImage src="/images/38062519081997_9199870834.png" />) and collapse (<InlineImage src="/images/38062519082125_c46e4c0c42.png" />) arrows or menu icon (<InlineImage src="/images/38062519082381_5397725304.png" />) to expand and collapse the menu.

This menu gives you access to:

<table><colgroup><col /><col /></colgroup><thead><tr><th>Menu Option</th><th>Select this option to...</th></tr></thead><tbody><tr><td>Home</td><td><p>                  Return to the                  [home page](/logi-symphony/symphony/v25/navigate/home_page).                </p></td></tr><tr><td>Users</td><td><p>                  Review, edit, and remove users. You can search                  for a user, or create a new user as needed. Available                  to users with administrative privileges.                </p></td></tr><tr><td>Groups</td><td>Open the Groups work area to create and update groups.</td></tr><tr><td>Tenants </td><td><p>Open the Tenants work area to create and edit tenants.  </p></td></tr><tr><td>Licenses </td><td><p>                  Access  license information for each module: overview                  details about all licenses, or filter only the                  license types you want to see.                </p><p>                  Select <strong>Actions</strong>, then                  <strong>License details</strong> to open a work                  area specific to that module's licenses to manage                  as needed.                </p></td></tr><tr><td><p>My Tenants</p></td><td><p>                  Select a different tenant to work in, if multi-tenancy                  is deployed in your environment and you belong                  to multiple tenants.                </p></td></tr><tr><td>Profile</td><td><p>                  View the login information you've used to connect                  to                  <span class="mc-variable Logi_Variables.SymProductName variable">Symphony</span>.                  Select <strong>Log out</strong> to log out to                  end your session or to log out to and then log                  in as a different user.                </p></td></tr></tbody></table>

<a id="visual-data-discovery-work-area" />

## Visual Data Discovery Work Area

When you access in Visual Data Discovery, the main menu gives you access to:

<table><colgroup><col /><col /></colgroup><thead><tr><th>Menu Option</th><th>Select this option to...</th></tr></thead><tbody><tr><td><p>Home</p></td><td><p>                  Return to the                  [home page](/logi-symphony/symphony/v25/navigate/home_page).                </p></td></tr><tr><td><p>All Content</p></td><td><p>                  Return to the Visual                  <span class="mc-variable Logi_Variables.SymDataDiscovery variable">Data Discovery</span>                   work area.                </p></td></tr><tr><td><p>Connections</p></td><td><p>                  Review and manage the connection definitions                  used by                  <span class="mc-variable Logi_Variables.SymDataDiscovery variable">Data Discovery</span>                  connectors.                </p><p>See  Manage Data Discovery Data Store Connections.</p></td></tr><tr><td><p>Data Sources</p></td><td><p>                  Review and manage                  <span class="mc-variable Logi_Variables.SymDataDiscovery variable">Data Discovery</span>                  data source configurations.                </p><p>See Manage Visual Data Discovery Data Sources.</p></td></tr><tr><td><p>Visual Gallery</p></td><td><p>                  Review and manage shared                  <span class="mc-variable Logi_Variables.SymDataDiscovery variable">Data Discovery</span>                  visuals.                </p><p>See  Use the Visual Gallery.</p></td></tr><tr><td><p>Library</p></td><td><p>                  Review and manage                  <span class="mc-variable Logi_Variables.SymDataDiscovery variable">Data Discovery</span>                  dashboards and self service reports in the library.                </p><p>                  See                  [Use the Library for Dashboards](/logi-symphony/symphony/v25/dashboards/use_the_library_for_dashboards)                  and Use the Reports Library.                </p></td></tr><tr><td><p>Users and Groups</p></td><td><p>                  Manage                  <span class="mc-variable Logi_Variables.SymDataDiscovery variable">Data Discovery</span>                  users and groups and to assign users to groups.                </p><p>                  See                  [Manage Users in Symphony](/logi-symphony/symphony/v25/manage_users/manage_users_in_symphony)                  and                  [Manage  User Groups in Visual Data Discovery](/logi-symphony/symphony/v25/manage_users/manage_user_groups_in_visual_data_discovery).                </p></td></tr><tr><td><p>Tools </p></td><td><p>                  Several options are available in the Visual Data                  Discovery tenant to Administrators Group members:                </p><ul><li><p><strong>Custom Charts</strong>: Manage                      custom                      <span class="mc-variable Logi_Variables.SymDataDiscovery variable">Data Discovery</span>                      visuals from the UI. See  Manage Custom                      Charts.                    </p></li><li><p><strong>Console</strong>: Review the                      Console of Refreshing Jobs. See Review                      Refresh Jobs.                    </p></li><li><p><strong>Actions</strong>: Review and                      manage                      <span class="mc-variable Logi_Variables.SymDataDiscovery variable">Data Discovery</span>                      action templates. See Integrate Visual                      Data Into Your Applications.                    </p></li><li><p><strong>System Users</strong>: Manage                      users as needed in                      <span class="mc-variable Logi_Variables.SymProductName variable">Symphony</span>                      Visual                      <span class="mc-variable Logi_Variables.SymDataDiscovery variable">Data Discovery</span>.                      Adjust <strong>Info</strong>, <strong>Tenant(s</strong>),                      or <strong>Regional Settings</strong>.                    </p></li><li><p><strong>Multi-Tenancy</strong>: View                      tenants in                      <span class="mc-variable Logi_Variables.SymDataDiscovery variable">Data Discovery</span>;                      select a tenant to disable if needed.                    </p></li><li><p><strong>Customize UI</strong>: Customize                      the user interface of the Visual Data                      Discovery Module. See Customize the                      Visual Data Discovery User Interface.                    </p></li><li><p><strong>Security</strong>: Enable or                      disable a security authentication service                      in                      <span class="mc-variable Logi_Variables.SymDataDiscovery variable">Data Discovery</span>.                      See Enable or Disable a Security Service.                    </p></li><li><p><strong>Connectors</strong>: Manage the                      connectors  in                      <span class="mc-variable Logi_Variables.SymDataDiscovery variable">Data Discovery</span>.                      See                      [Connect Visual  Data Discovery to Data Stores](/logi-symphony/symphony/v25/navigate/connect_visual_data_discovery_to_data_stores).                    </p></li><li><p><strong>Advanced</strong>: Review                      <span class="mc-variable Logi_Variables.SymProductName variable">Symphony</span>                      server-level variables. We suggest you                      change these only at the request of Technical                      Support. See Server-Level Variables.                    </p></li><li><p><strong>License</strong>: Specify a new                      <span class="mc-variable Logi_Variables.SymProductName variable">Symphony</span>                      license key. See                      [Apply a License Key](/logi-symphony/symphony/v25/install/licensing/apply_a_license_key).                    </p></li><li><p><strong>Configuration</strong>: Configure                      Visual                      <span class="mc-variable Logi_Variables.SymDataDiscovery variable">Data Discovery</span>                      services.                    </p></li></ul></td></tr><tr><td><p>My Tenants</p></td><td><p>                  Select a different tenant to work in, if multi-tenancy                  is deployed in your environment and you belong                  to multiple tenants.                </p></td></tr><tr><td><p>Help Center</p></td><td><ul><li><p><strong>Help</strong>: Opens documentation                      for                      <span class="mc-variable Logi_Variables.SymProductName variable">Symphony</span>.                    </p></li><li><p><strong>Support</strong>: Access Technical                      Support.                    </p></li><li><p><strong>About</strong>: View the About                      dialog that identifies the version of                      <span class="mc-variable Logi_Variables.SymProductName variable">Symphony</span>                      you are using and provides a link to                      the terms of service. See About Dialog.                    </p></li></ul></td></tr><tr data-mc-conditions=""><td><p>Help</p></td><td><p>                  Access the                  <span class="mc-variable Logi_Variables.SymProductName variable" data-mc-conditions="Logi_Conditions.b-SymphonyOnly">Symphony</span>                  documentation.                </p></td></tr><tr><td><p>Profile</p></td><td><p>View the login information you've used to connect. </p><p>                  Select <strong>Log out</strong> to log out to                  end your session or to log out to and then log                  in as a different user.                </p></td></tr></tbody></table>

<a id="logi-ai-work-area-beta" />

## Logi AI Work Area (Beta)

When you access Logi AI as a system admin, the main menu gives you access to:

<table><colgroup><col /><col /></colgroup><thead><tr><th>Menu Option</th><th>Select this option to...</th></tr></thead><tbody><tr><td><p>Home</p></td><td><p>                  Return to the                  [home page](/logi-symphony/symphony/v25/navigate/home_page).                </p></td></tr><tr><td><p>Chatflows</p></td><td><p>                  Open the                  [chatflows work area](/logi-symphony/symphony/v25/navigate/create_and_use_a_chatflow).                  Search for chatflows by name and category, select                  and open your existing chatflows, or add new                  chatflows.                </p></td></tr><tr><td><p>Marketplaces</p></td><td><p>                  Open connected marketplaces for AI chatflows                  and tools. Find several ready made chatflows                  for                  <span class="mc-variable Logi_Variables.SymProductName variable">Symphony</span>,                  and search for tools in your preferred frameworks                  to build into your environment.                </p></td></tr><tr><td><p>Tools</p></td><td><p>                  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](https://docs.flowiseai.com/integrations/langchain/tools).                </p></td></tr><tr><td><p>Assistants</p></td><td><p>                  Open the OpenAI assistants list. Select and edit                  existing assistants, and load or add new assistants                  to use in your environment.                </p></td></tr><tr><td><p>Credentials</p></td><td><p>                  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.                </p></td></tr><tr><td><p>Variables</p></td><td><p>                  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](https://docs.flowiseai.com/using-flowise/variables).                </p></td></tr><tr><td><p>API Keys</p></td><td><p>                  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](https://docs.flowiseai.com/configuration/authorization/chatflow-level).                </p></td></tr><tr><td><p>Settings</p></td><td><p>                  Select to see the latest version information                  for                  <span class="mc-variable ComposerVariables.NoProdName variable">your software</span>                  and linked AI vendors.                </p></td></tr></tbody></table>

<a id="managed-dashboards-and-managed-reports-work-areas" />

## Managed Dashboards and Managed Reports Work Areas

When you access Managed Dashboards and Managed Reports, the main menu gives you access to:

<table><colgroup><col /><col /></colgroup><thead><tr><th>Menu Option</th><th>Select this option to...</th></tr></thead><tbody><tr><td><p>Expand/Collapse</p></td><td><p>Expand or collapse the main menu.</p></td></tr><tr><td><p>Home</p></td><td><p>                  Return to the                  [home page](/logi-symphony/symphony/v25/navigate/home_page).                </p></td></tr><tr data-mc-conditions=""><td><p>All Content</p></td><td><p>                  Open the All Content work area that includes                  any views that are a part of the current project.                </p><ul><li><p>                      Use the <strong>Search</strong> bar to                      find dashboards, reports, scorecards,                      small multiples, slideshows, and more                      that are part of the current project.                    </p></li><li><p>                      Select the project name to switch between                      projects if you have more than one available                      to you.                    </p></li><li><p>                      Expand the <strong>Quick Actions</strong>                      menu to explore your data, create new                      objects such as dashboards and data cubes,                      or open the Administration work area,                      if applicable.                    </p></li></ul></td></tr><tr><td><p>Projects</p></td><td>                Expand the Projects menu. Search your projects, create                a new project, or switch between existing projects.              </td></tr><tr><td><p>Views </p></td><td><p>Open a Views work area. </p><p>                  Select and view in your current project: <strong>Dashboard</strong>,                  <strong>Report</strong>, <strong>Scorecard</strong>,                  <strong>Small Multiple</strong>, or <strong>Slideshow</strong>.                  Navigate through the folders of your content                  to find what you need, or use the <strong>Search</strong>                  and <strong>Filters</strong> features to narrow                  down returned results. Select <strong>Create</strong>                  to open a work area to create new content for                  that view type.                </p><Note>**Note:** When you create or edit a report, you can use the Reports Wizard to create a new report or add groups of data in tabular format to an existing report. The Reports Wizard walks you through selecting, filtering, and styling your data. This tool opens when you create a new report, or you can select it in the Contextual Menu to use it in an existing report. Alternatively, close the wizard to add content your reports manually.</Note></td></tr><tr><td><p>Data </p></td><td><p>Open a Data work area. </p><p>                  Select and view in your current project:                  <strong>Data Cube</strong> or <strong>Data Connector</strong>.                  Navigate through the folders of your content                  to find what you need, or use the <strong>Search</strong>                  feature to narrow down returned results. Select                  <strong>Create</strong> to open a work area to                  create new data cubes or data connectors.                </p></td></tr><tr><td><p>Business </p></td><td><p>Open the Business work area. </p><p>                  Select and view in your current project: <strong>Metric Set</strong>,                  <strong>Time Dimension</strong>,  or                  <strong>Hierarchy</strong>. Navigate through                  the folders of your content to find what you                  need, or use the <strong>Search</strong> and                  <strong>Filters</strong> features to narrow down                  returned results. Select <strong>Create</strong>                  to open a work area to create new content for                  that view type.                </p></td></tr><tr><td><p>Help</p></td><td><p>Opens  help in a new browser window.</p></td></tr><tr><td><p>Profile</p></td><td><p>                  Several options are available, depending on your                  access level:                </p><ul><li><p><strong>Profile</strong>: View your profile                      information in the My Profile work area.                    </p></li><li><p><strong>Switch Tenant</strong>: Switch                      between tenants if you are a member of                      multiple tenants.                    </p></li><li><p><strong>Administration</strong>:                      Navigate to the administrative work area                      for Managed Dashboards and Managed Reports.                    </p></li><li><p><strong>Log out</strong>: End your session                      or to log out to log in as a different                      user.                    </p></li></ul></td></tr></tbody></table>