--- title: "Administration" canonical: "https://wiki.yellowfinbi.com/space/USER72/2833045/Administration" format: markdown --- > Macro (anchor) > Macro (toc) ## Overview The Administration area contains all the system, user, and content settings required to setup and maintain Yellowfin's use. Administrator users are there to ensure: 1. Users have appropriate access to the **system**. This is done by creating users, assigning [role permissions](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2833495), and defining any [source filter](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2833039) requirements. 2. Users have appropriate access to **data**. This is done by creating and assigning access to [Data Sources](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2832789) and [Views](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2833471). 3. Users have appropriate access to **content**. This is done by creating and assigning access to [Content Folders](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2833721). 4. The system is correctly **configured**. This is done by defining the [Configuration](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2833615) and [Content Settings](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2832982) settings required.   ## Administration Menu The Administration controls are accessed through the main navigation menus. | **Left Side Navigation** | **Toolbar** | | --- | --- | | ![image](media://4d1add2d-605e-4c0d-b7f4-5234a14db594) | ![image](media://c1afd28c-2fd1-49c8-9333-064710e5449a) |   ### Available Functions Once the user has clicked on the **Administration** link they will be provided with the following options: | **Option** | **Left Side** | **Toolbar** | **Description** | | --- | --- | --- | --- | | [Admin Console](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2832988) | ![image](media://e5c85695-12fd-4dfe-8bf6-fbeb8f68d9a4) | ![image](media://e5c85695-12fd-4dfe-8bf6-fbeb8f68d9a4) | This link will take you straight to the main [Admin Console](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2832988) page, rather than providing a short cut to one of the main admin components. | | [Configuration](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2833615) | ![image](media://e5c85695-12fd-4dfe-8bf6-fbeb8f68d9a4) | ![image](media://e5c85695-12fd-4dfe-8bf6-fbeb8f68d9a4) | This link will take you to the [Configuration](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2833615) page, allowing you to customise Yellowfin settings, such as authentication, integration (headers, footers, and navigation), page formatting, email server and defaults, system parameters, and regional settings. | | [Content Settings](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2832982) | ![image](media://e5c85695-12fd-4dfe-8bf6-fbeb8f68d9a4) | ![image](media://e5c85695-12fd-4dfe-8bf6-fbeb8f68d9a4) | This link will take you to the [Content Settings](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2832982) page, allowing you to manage the way Yellowfin displays each type of content. | | [Export](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2832985) | ![image](media://e5c85695-12fd-4dfe-8bf6-fbeb8f68d9a4) | ![image](media://e5c85695-12fd-4dfe-8bf6-fbeb8f68d9a4) | This link will take you to the [Export](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2832985) page, allowing you to save an xml fine defining selected pieces of content for use as backups or to transfer to different instances of Yellowfin. | | [Import](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2832985) | ![image](media://e5c85695-12fd-4dfe-8bf6-fbeb8f68d9a4) | ![image](media://e5c85695-12fd-4dfe-8bf6-fbeb8f68d9a4) | This link will take you to the [Import](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2832985) page, allowing you to select and xml file that defines pieces of content you wish to add to the system. | | [Images & Maps](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2832976) | ![image](media://e5c85695-12fd-4dfe-8bf6-fbeb8f68d9a4) | ![image](media://1a783512-23ab-4893-adda-75ba33b09501) | This will take you to the [Images & Maps](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2832976) page, allowing you to manage images, raster maps, and wms layers in the system. | | [Email Template](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2833099) | ![image](media://e5c85695-12fd-4dfe-8bf6-fbeb8f68d9a4) | ![image](media://1a783512-23ab-4893-adda-75ba33b09501) | This will take you to the [Email Template](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2833099) page, allowing you to customise the style of automated emails sent from the system. | | [Session Management](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2833183) | ![image](media://e5c85695-12fd-4dfe-8bf6-fbeb8f68d9a4) | ![image](media://1a783512-23ab-4893-adda-75ba33b09501) | This will take you to the [Session Management](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2833183) page, allowing you to view and manage the current sessions in the system. | | [Schedule Management](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2833027) | ![image](media://e5c85695-12fd-4dfe-8bf6-fbeb8f68d9a4) | ![image](media://1a783512-23ab-4893-adda-75ba33b09501) | This will take you to the [Schedule Management](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2833027) page, allowing you to view and manage all schedules in the system. | | [Dashboard Management](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2833036) | ![image](media://e5c85695-12fd-4dfe-8bf6-fbeb8f68d9a4) | ![image](media://1a783512-23ab-4893-adda-75ba33b09501) | This will take you to the [Dashboard Management](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2833036) page, allowing you to view and manage the dashboard tabs in the system. | | [Licence Management](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2833165) | ![image](media://e5c85695-12fd-4dfe-8bf6-fbeb8f68d9a4) | ![image](media://1a783512-23ab-4893-adda-75ba33b09501) | This will take you to the [Licence Management](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2833165) page, allowing you to view, update, and schedule reminders for the system licence. | | [Background Execution](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2833168) | ![image](media://e5c85695-12fd-4dfe-8bf6-fbeb8f68d9a4) | ![image](media://1a783512-23ab-4893-adda-75ba33b09501) | This will take you to the [Background Execution](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2833168) page, allowing you to manage current queued and running report queries. | | [Plugin Management](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2833144) | ![image](media://e5c85695-12fd-4dfe-8bf6-fbeb8f68d9a4) | ![image](media://1a783512-23ab-4893-adda-75ba33b09501) | This will take you to the [Plugin Management](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2833144) page, allowing you to manage all plugins in the system. | | [System Information](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2832991) | ![image](media://e5c85695-12fd-4dfe-8bf6-fbeb8f68d9a4) | ![image](media://1a783512-23ab-4893-adda-75ba33b09501) | This will take you to the [System Information](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2832991) page, which provides you with technical information requried for maintenance and troubleshooting. | | [Content Translation](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2833024) | ![image](media://e5c85695-12fd-4dfe-8bf6-fbeb8f68d9a4) | ![image](media://1a783512-23ab-4893-adda-75ba33b09501) | This will take you to the [Content Translation](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2833024) page, which will allow you to manage all translations you've provided for content in the system. | | [Client Orgs](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2833264) | ![image](media://e5c85695-12fd-4dfe-8bf6-fbeb8f68d9a4) | ![image](media://1a783512-23ab-4893-adda-75ba33b09501) | This will take you to the [Client Orgs](https://yellowfin.atlassian.net/wiki/spaces/USER72/pages/2833264) page, which will allow you to manage all Client Organisations in the system. |