--- title: "Administration" canonical: "https://wiki.yellowfinbi.com/space/yfcurrent/2205507/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/yfcurrent/pages/2204150), and defining any [source filter](https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2196295) requirements. 2. Users have appropriate access to data. This is done by creating and assigning access to [Managing a Data Source](https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2198191) and [Views Overview](https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2199460). 3. Users have appropriate access to content. This is done by creating and assigning access to [Content Folders](https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2201304). 4. The system is correctly configured. This is done by defining the [Configuration](https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2204735) and [Content Settings](https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2203033) settings required. ## Administration Menu The Administration controls are accessed through the main navigation menus. | **Toolbar (Modern)** | **Left Side Navigation** | **Toolbar (Legacy)** | | --- | --- | --- | | ![image](media://964320d4-0070-40fb-8084-1c4f8a41899b) | ![image](media://38cb363b-ad44-4436-974d-162504480c62) | ![image](media://2e8f65f4-a0b0-4b7d-9eb5-9ae41b77c71b) | ###  Available Functions Once the user has clicked on the Administration link they will be provided with the following options: | **Option** | **Left Side** | **Toolbar** | **Description** | | --- | --- | --- | --- | | [Understanding the Administration Console](https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2198233) | ![image](media://93b20622-0feb-4c97-aafe-7ef36f9325ad) | ![image](media://93b20622-0feb-4c97-aafe-7ef36f9325ad) | This link will take you straight to the main [Administration Console](https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2198233) page, rather than providing a short cut to one of the main admin components. | | [Configuration](https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2204735) | ![image](media://93b20622-0feb-4c97-aafe-7ef36f9325ad) | ![image](media://93b20622-0feb-4c97-aafe-7ef36f9325ad) | This link will take you to the [Configuration](https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2204735) 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/yfcurrent/pages/2203033) | ![image](media://93b20622-0feb-4c97-aafe-7ef36f9325ad) | ![image](media://93b20622-0feb-4c97-aafe-7ef36f9325ad) | This link will take you to the [Content Settings](https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2203033) page, allowing you to manage the way Yellowfin displays each type of content. | | [Export](https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2198139) | ![image](media://93b20622-0feb-4c97-aafe-7ef36f9325ad) | ![image](media://93b20622-0feb-4c97-aafe-7ef36f9325ad) | This link will take you to the [Export](https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2198139) 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/yfcurrent/pages/2198139) | ![image](media://93b20622-0feb-4c97-aafe-7ef36f9325ad) | ![image](media://93b20622-0feb-4c97-aafe-7ef36f9325ad) | This link will take you to the [Import](https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2198139) 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/yfcurrent/pages/2200348) | ![image](media://93b20622-0feb-4c97-aafe-7ef36f9325ad) | ![image](media://2cd11697-6385-4935-91d2-740bdfd079b2) | This will take you to the [Images & Maps](https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2200348) page, allowing you to manage images, raster maps, and wms layers in the system. | | [Email Template](https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2205424) | ![image](media://93b20622-0feb-4c97-aafe-7ef36f9325ad) | ![image](media://2cd11697-6385-4935-91d2-740bdfd079b2) | This will take you to the [Email Template](https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2205424) page, allowing you to customise the style of automated emails sent from the system. | | [Session Management](https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2200332) | ![image](media://93b20622-0feb-4c97-aafe-7ef36f9325ad) | ![image](media://2cd11697-6385-4935-91d2-740bdfd079b2) | This will take you to the [Session Management](https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2200332) page, allowing you to view and manage the current sessions in the system. | | [Schedule Management](https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2201323) | ![image](media://93b20622-0feb-4c97-aafe-7ef36f9325ad) | ![image](media://2cd11697-6385-4935-91d2-740bdfd079b2) | This will take you to the [Schedule Management](https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2201323) page, allowing you to view and manage all schedules in the system. | | [Dashboard Management](https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2200089) | ![image](media://93b20622-0feb-4c97-aafe-7ef36f9325ad) | ![image](media://2cd11697-6385-4935-91d2-740bdfd079b2) | This will take you to the [Dashboard Management](https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2200089) page, allowing you to view and manage the dashboard tabs in the system. | | [License Management](https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2196606) | ![image](media://93b20622-0feb-4c97-aafe-7ef36f9325ad) | ![image](media://2cd11697-6385-4935-91d2-740bdfd079b2) | This will take you to the [License Management](https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2196606) page, allowing you to view, update, and schedule reminders for the system licence. | | [Background Execution](https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2200358) | ![image](media://93b20622-0feb-4c97-aafe-7ef36f9325ad) | ![image](media://2cd11697-6385-4935-91d2-740bdfd079b2) | This will take you to the [Background Execution](https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2200358) page, allowing you to manage current queued and running report queries. | | [Plugin Management](https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2203582) | ![image](media://93b20622-0feb-4c97-aafe-7ef36f9325ad) | ![image](media://2cd11697-6385-4935-91d2-740bdfd079b2) | This will take you to the [Plugin Management](https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2203582) page, allowing you to manage all plugins in the system. | | [System Information](https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2203012) | ![image](media://93b20622-0feb-4c97-aafe-7ef36f9325ad) | ![image](media://2cd11697-6385-4935-91d2-740bdfd079b2) | This will take you to the [System Information](https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2203012) page, which provides you with technical information requried for maintenance and troubleshooting. | | [Content Translation](https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2199096) | ![image](media://93b20622-0feb-4c97-aafe-7ef36f9325ad) | ![image](media://2cd11697-6385-4935-91d2-740bdfd079b2) | This will take you to the [Content Translation](https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2199096) 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/yfcurrent/pages/2196237) | ![image](media://93b20622-0feb-4c97-aafe-7ef36f9325ad) | ![image](media://2cd11697-6385-4935-91d2-740bdfd079b2) | This will take you to the [Client Orgs](https://yellowfin.atlassian.net/wiki/spaces/yfcurrent/pages/2196237) page, which will allow you to manage all Client Organisations in the system. |