Navigating DataMagik
Navigating DataMagik
Find your way around the workspace — the top navigation bar puts every DataMagik tool one click away.
When you sign in, DataMagik opens in a full-screen workspace with a navigation bar across the top. Everything you can do lives in that bar: the feature menus on the left, and quick-access icons on the right.
The feature menus
From left to right, the bar groups DataMagik's features into menus. Click a menu to open it.
| Menu | What you'll find |
|---|---|
| Assistant | The AI Assistant — ask questions about your data and build charts or files. |
| Automations | Build and manage no-code automations that connect Plex and your data sources. |
| Script Engine | Write and run JavaScript and SQL, manage credentials, and schedule scripts. |
| Documents | Design document templates, manage retention, and configure storage. |
| Dashboards | Build and view data dashboards. |
| Applications | Open and build custom apps with the Application Designer. |
| Extensions | Browser and Plex extensions, lookup tables, and related tools. |
| Connectors | Configure FTP/SFTP, databases, printers, and on-premise connectors. |
| Admin | Company administration — users, roles, permissions, and settings. |
Each menu expands to show its pages. For example, opening Documents reveals Document Designer, TTL Management, and Company Storage Settings:
Note: The menus you see depend on your permissions. Builders see the full set of building tools; Viewers see a read-only subset. See Getting Started for more on roles.
The toolbar icons
On the right side of the navigation bar are quick-access controls:
- Company switcher — shows the company you're working in; click to change it. See Switching companies.
- Approvals (envelope) — your approval inbox; a badge appears when a task is waiting for you.
- Documentation (book) — opens this documentation without leaving the app.
- Notifications (bell) — system and activity notifications.
- Settings — your profile and account settings.
- Logout — sign out of DataMagik.