Table of Contents

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 data pipelines, manage security, and customize the platform.

Accessing the Management Portal

  1. Navigate to your Management Portal URL (typically https://<your-instance>-portal.azurewebsites.net)
  2. Sign in with your Microsoft Entra ID credentials
  3. Upon successful authentication, you'll see the main dashboard

The sidebar on the left side of the screen provides access to all portal sections. The sidebar can be collapsed by clicking the arrow button in the header.

Agents Section

Menu Item Description
Create New Agent Step-by-step wizard for creating and configuring new AI agents
All Agents View and manage all agents in the instance
My Agents View agents you've created or own
Prompts Manage prompt templates used by agents

Data Section

Menu Item Description
Data Sources Configure connections to data repositories (Azure Data Lake, SharePoint, etc.)
Data Pipelines Create and manage data processing pipelines
Data Pipeline Runs Monitor pipeline execution and view run history
Knowledge Sources Configure knowledge bases for agent retrieval

Models and Endpoints Section

Menu Item Description
AI Models Configure AI model deployments (Azure OpenAI, etc.)
API Endpoints Manage API endpoint configurations

Security Section

Menu Item Description
Instance Access Control Manage role assignments and access permissions

FLLM Platform Section

Menu Item Description
Branding Customize the portal appearance (colors, logos, text)
Configuration Configure portal access and instance-level settings
Deployment Information View instance ID, API status, and deployment details

Common UI Elements

Page Headers

Each page includes:

  • Page title: Identifies the current section
  • Subheader: Brief description of the page's purpose
  • Action buttons: Context-specific actions (Create, Refresh, etc.)

Data Tables

Resource lists use consistent table layouts:

  • Sortable columns: Click column headers to sort
  • Search: Filter results by name or other fields
  • Pagination: Navigate through large datasets (10, 25, 50, or 100 rows per page)
  • Edit/Delete actions: Row-level actions for managing resources

Forms and Wizards

Configuration pages use:

  • Step items: Expandable cards that show current settings and allow editing
  • Toggle buttons: Yes/No switches for enabling features
  • Dropdowns: Selection lists for choosing options
  • Input validation: Real-time feedback on required fields and format requirements

Access Control

Resources with access control show:

  • Access Control button: Opens role assignment dialog
  • Scope selection: Choose the level at which permissions apply
  • Principal selection: Add users, groups, or service principals

User Account

The bottom of the sidebar displays:

  • User avatar: Your profile image
  • Username: Your display name (hover for full email)
  • Sign Out button: Log out of the portal

Keyboard Navigation

The portal supports keyboard navigation:

  • Tab / Shift+Tab: Navigate between elements
  • Enter / Space: Activate buttons and links
  • Escape: Close dialogs and cancel operations

Getting Started Workflow

For first-time users, the typical workflow is:

  1. Configure AI Models: Set up your AI model deployments under Models and Endpoints
  2. Create Data Sources: Connect to your data repositories under Data
  3. Create Prompts: Define prompt templates under Agents > Prompts
  4. Create an Agent: Use the Create New Agent wizard
  5. Configure Access: Set up role assignments under Security
  6. Test: Access the Chat User Portal to test your agent