Tour of the Management Portal
A guided tour of the FoundationaLLM Management Portal interface and its key features.
Overview
The Management Portal is the administrative interface for configuring and managing your FoundationaLLM deployment. It provides IT administrators, developers, and power users with tools to create agents, configure models and tools, build data pipelines, manage security and quotas, and customize the platform.
Accessing the Management Portal
- Navigate to your Management Portal URL. Your administrator provides this URL; it is the address of the Management Portal app deployed for your instance.
- Sign in with your Microsoft Entra ID credentials.
- After you sign in, the home page opens.
If your account does not have access to the portal, the portal shows an Access Denied message instead of the navigation. Ask an administrator to grant you access (see Management Portal Access).
If your session expires while you work, the portal shows Your session has expired. Select Log in to sign in again.
Home Page
The home page shows Welcome to the Management Portal and two groups of tiles:
- Quick Access: tiles for the navigation items you have pinned. This group only appears when you have pinned at least one item.
- Sections: one tile per portal section. Select a section tile to see the tiles for the pages in that section, then select Back to all sections to return.
Main Navigation
The left side of the screen has two parts:
- Navigation rail: a narrow column of icons. The top icons are the logo and Home, followed by one icon per section. Hover over an icon to see the section name. The button at the bottom (Open Sidebar / Close Sidebar) shows or hides the navigation pane.
- Navigation pane: the list of pages in the selected section. Select a section icon in the rail to show its pages in the pane. Selecting the icon of the section that is already open closes the pane.
Quick Access
The top of the navigation pane always shows the Quick Access group:
- Hover over any page in the navigation pane and select the pin icon (Pin to Quick Access).
- The page appears under Quick Access and as a tile on the home page.
- Drag pinned items to reorder them.
- Select the pin icon again (Unpin from Quick Access) to remove an item.
Quick Access items are saved in your user profile, so they follow you across browsers and devices.
Sections
| Section | Pages | Description |
|---|---|---|
| Agents | Agents, Models, Prompts, Tools, MCP Servers | Create and manage AI agents, prompts, tools, and models |
| Analytics | Overview, Users, Agent Analytics, Token Usage | Monitor platform usage, agent performance, user activity, and token consumption |
| Data | Data Pipelines, Data Pipeline Runs, Data Sources, Knowledge Units, Knowledge Sources, Vector Databases, Knowledge Explorer | Manage data pipelines, sources, knowledge units, and vector databases |
| Security | Access Control, Policies, Impersonation | Manage role assignments, policy assignments, and identity impersonation |
| Quotas | Quotas, Quotas Analysis | Manage rate limits, usage limits, and resource limits with real-time analysis |
| Platform | Themes, Configuration, Telemetry, API Endpoints, Dynamic Compute, Packages, Managed Deployments, Sandboxes | Configure themes, configuration settings, API endpoints, packages, deployments, and view telemetry |
Some pages only appear when a feature flag is enabled for your instance:
- Dynamic Compute requires the preview feature flag.
- Sandboxes requires the sandbox feature flag.
Feature flags are managed on Platform > Configuration > Feature Flags (see Configuration).
Agents Section
| Page | Description |
|---|---|
| Agents | View, search, create, edit, and delete the agents you have access to |
| Models | Configure AI model definitions used by agents and tools |
| Prompts | Manage prompt templates for agents |
| Tools | Manage the tool library, tool families, and tool sets |
| MCP Servers | Configure MCP server API endpoints for agent tools |
Analytics Section
| Page | Description |
|---|---|
| Overview | Platform-wide usage metrics and daily activity trends |
| Users | User activity, conversation patterns, and daily active users |
| Agent Analytics | Agent performance, message counts, and user engagement |
| Token Usage | Token consumption by model, agent, and user |
Data Section
| Page | Description |
|---|---|
| Data Pipelines | Configure data ingestion and processing pipelines |
| Data Pipeline Runs | Monitor and manage pipeline executions |
| Data Sources | Configure connections to data sources |
| Knowledge Units | Manage knowledge unit configurations |
| Knowledge Sources | View indexed knowledge sources |
| Vector Databases | Configure vector storage connections |
| Knowledge Explorer | Explore and search indexed knowledge |
Security Section
| Page | Description |
|---|---|
| Access Control | Manage instance-level and resource-specific role assignments, including portal access |
| Policies | Manage policy assignments for resource types |
| Impersonation | Manage the service principals allowed to impersonate the caller identity |
Quotas Section
| Page | Description |
|---|---|
| Quotas | Create and manage quota definitions |
| Quotas Analysis | Monitor quota health and analyze usage patterns |
Platform Section
| Page | Description |
|---|---|
| Themes | Customize the Agent Portal and User Portal themes |
| Configuration | Manage the status message, welcome message, self-service settings, featured agents, feature flags, and agent workflow settings |
| Telemetry | Analyze platform telemetry and log data |
| API Endpoints | Manage API endpoint configurations |
| Dynamic Compute | Manage dynamic compute environments and custom container configurations (preview) |
| Packages | View and manage plugin packages, artifact packages, and agent templates |
| Managed Deployments | View and manage managed endpoint deployments for this instance |
| Sandboxes | Manage sandbox sessions, container images, configurations, classes, policies, node pools, and AKS defaults |
Common UI Elements
Page Headers
Each page includes:
- Page title: Identifies the current page
- Subheader: Brief description of the page's purpose
- Action buttons: Context-specific actions such as Create Agent or Create Role Assignment
Resource Lists
Resource lists use consistent layouts:
- Search: Filter results by name or other fields
- Sortable columns: Select a column header to sort
- Refresh: Reload the list to see the latest changes
- Row actions: Icons for viewing the JSON definition, editing, and deleting a resource. Actions you do not have permission for are disabled.
Large lists such as Agents and Models load more rows as you scroll.
Editors
Resource editors such as the agent editor use:
- Tabs: Group related settings (for example, Basic Settings, Agent Configuration, Tools, Portal Experience, Workflow, Security)
- Step items: Cards that summarize current settings; select a card to edit it
- Yes/No toggle buttons: Enable or disable features
- Dropdowns: Choose from a list of options
- Input validation: Real-time feedback on required fields and name availability
Access Control
Resources that support access control show an Access Control area that opens role assignment management for the resource. See Access Control.
User Account
The bottom of the navigation pane shows your account:
| Element | Description |
|---|---|
| Avatar | Your initials |
| Name and UPN | Your display name and user principal name (hover to see the full value) |
| Edit profile (pencil icon) | Opens the User Profile dialog |
| Theme (sun or moon icon) | Switches the portal between the light and dark theme |
| Sign Out | Signs you out of the portal |
The User Profile dialog shows your user principal name and your selected Agent Portal theme, and lets you:
- Turn Preferences on or off: OneDrive for work or school, Persist orchestration completion requests, and Trace LangChain operations (tracing expires automatically after 4 hours).
- Choose the agents selected for your profile under Agents.
- Review your pinned Quick Access items.
Select Save to apply changes.
Mobile Layout
On narrow screens, the navigation rail is hidden and a top bar shows the current page title and a menu button that opens the navigation. The navigation pane shows a grid of section buttons for one-tap switching, and resource lists are shown as cards.
Keyboard Navigation
The portal supports keyboard navigation:
- Skip to main content: The first focusable element on each page jumps directly to the page content
Tab/Shift+Tab: Move between elementsEnter/Space: Activate buttons, links, and tilesEscape: Close dialogs
Getting Started Workflow
For first-time users, the typical workflow is:
- Configure AI models: Set up model definitions under Agents > Models, and their API endpoints under Platform > API Endpoints.
- Connect data (optional): Configure data sources and pipelines under Data.
- Create an agent: Select Agents > Agents, then Create Agent.
- Add tools (optional): Attach tools from the tool library on the agent's Tools tab.
- Configure access: Grant users access under Security > Access Control, or from the agent's Security tab.
- Test: Open the Chat User Portal and talk to your agent.