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.

Home Page

The main menu is expandable and collapsible. Select the expand ( ) and collapse ( ) arrows or menu icon ( ) to expand and collapse the menu.

This menu gives you access to:

Menu Option	Select this option to…
Home	Return to the home page.
Users	Review, edit, and remove users. You can search for a user, or create a new user as needed. Available to users with administrative privileges.
Groups	Open the Groups work area to create and update groups.
Tenants	Open the Tenants work area to create and edit tenants.
Licenses	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.
My Tenants	Select a different tenant to work in, if multi-tenancy is deployed in your environment and you belong to multiple tenants.
Profile	View the login information you’ve used to connect to Symphony. Select Log out to log out to end your session or to log out to and then log in as a different user.

Visual Data Discovery Work Area

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

Menu Option	Select this option to…
Home	Return to the home page.
All Content	Return to the Visual Data Discoverywork area.
Connections	Review and manage the connection definitions used by Data Discoveryconnectors. See Manage Data Discovery Data Store Connections.
Data Sources	Review and manage Data Discoverydata source configurations. See Manage Visual Data Discovery Data Sources.
Visual Gallery	Review and manage shared Data Discoveryvisuals. See Use the Visual Gallery.
Library	Review and manage Data Discoverydashboards and self service reports in the library. See Use the Library for Dashboards and Use the Reports Library.
Users and Groups	Manage Data Discoveryusers and groups and to assign users to groups. See Manage Users in Symphony and Manage User Groups in Visual Data Discovery.
Tools	Several options are available in the Visual Data Discovery tenant to Administrators Group members: Custom Charts: Manage custom Data Discoveryvisuals from the UI. See Manage Custom Charts. Console: Review the Console of Refreshing Jobs. See Review Refresh Jobs. Actions: Review and manage Data Discoveryaction templates. See Integrate Visual Data Into Your Applications. System Users: Manage users as needed in SymphonyVisual 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 Composer 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 Symphonyserver-level variables. We suggest you change these only at the request of Technical Support. See Server-Level Variables. License: Specify a new Symphonylicense key. See Request and Apply a New License Key. Configuration: Configure Visual Data Discoveryservices.
My Tenants	Select a different tenant to work in, if multi-tenancy is deployed in your environment and you belong to multiple tenants.
Help Center	Help: Opens documentation for Symphony. Support: Access Technical Support. About: View the About dialog that identifies the version of Symphonyyou are using and provides a link to the terms of service. See About Dialog.
Profile	View the login information you’ve used to connect. Select Log out to log out to end your session or to log out to and then log in as a different user.

Logi AI Work Area (Beta)

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

Menu Option	Select this option to…
Home	Return to the home page.
Chatflows	Open the chatflows work area. Search for chatflows by name and category, select and open your existing chatflows, or add new chatflows.
Marketplaces	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.
Tools	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.
Assistants	Open the OpenAI assistants list. Select and edit existing assistants, and load or add new assistants to use in your environment.
Credentials	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.
Variables	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.
API Keys	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.
Settings	Select to see the latest version information for your softwareand linked AI vendors.

Managed Dashboards and Managed Reports Work Areas

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

Menu Option	Select this option to…
Expand/Collapse	Expand or collapse the main menu.
Home	Return to the home page.
All Content	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.
Projects	Expand the Projects menu. Search your projects, create a new project, or switch between existing projects.
Views	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.
Data	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.
Business	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.
Help	Opens help in a new browser window.
Profile	Several options are available, depending on your access level: Profile: View your profile information in the My Profile work area. Switch Tenant: Switch between tenants if you are a member of multiple tenants. Administration: Navigate to the administrative work area for Managed Dashboards and Managed Reports. Log out: End your session or to log out to log in as a different user.