The Admin page is where you can add and manage various items in your organization, such as user roles, permissions for the Andi® Skills Manager, and Production, Development, and Testing workgroups. This article will provide an overview of each tab in the Admin section.
You can access the Admin section from any page if you have the appropriate permission(s).
In this Article
The General tab allows you to upload an icon and files that are available to skills for your organization.
The image uploaded for an icon will appear on the skill tile on the Manage Skills Dashboard and on field tags that display in the Andi Window.
To Upload an Icon
- Click on the Choose File button.
- Select the image from your computer.
- Note: The image must be an SVG file.
Files uploaded in General will be uploaded to storage in the database and can be accessed in a skill using the storage powers.
To Upload a File
- Click on the Upload File button.
- Select Choose File to select a file or drag and drop a file form a folder
- Then select Save
To Delete a File
- Click the Delete button on the row of the file you want to delete.
- In the pop-up window that appears, select Delete to confirm deletion or Cancel if you don't want to delete the file.
The Users tab allows you to add new users to the Andi® Skills Manager as well as manage existing users. This tab is only visible if you have the appropriate permission. Learn more about adding and managing your users here.
The Security Profiles tab allows you to add new user roles in your organization, as well as manage existing ones. Security Profiles define what permissions a user will have, such as the ability to manage skills or users. This tab is only visible if you have the appropriate permission. Learn more about adding and editing security roles here.
The Workgroups tab allows you to manage which users have access to the Development and Testing environments. In each workgroup, you can define what skills are enabled, giving you the option to limit what users are able to see and do. This tab is only visible if you have the appropriate permission. Learn more about workgroups here.
The Applications tab allows you to view all applications that are using Andi®. Currently, PrecisionLender is the only application.
- Select the PrecisionLender application to enter the Secret Key information for the PrecisionLender API.
If you would like to use PrecisionLender's API powers within your skill code, fill out the Service Username and Service Token fields. This information can be retrieved within the PrecisionLender application as long as you're an authorized Administrator. If the secret keys are not entered correctly, the PrecisionLender API powers will not function as intended.
Note: Secret Key data is safely housed by Andi® in an Azure key vault.
After filling out the Service Username and Service Token fields, select Apply to save your changes.
The API Keys tab allows you to generate an authorization key that allows users with that key to access the Andi API. This tab is only visible if you have the appropriate permission. Learn more about API keys here.