General

General Settings encompass fundamental configurations that align workspace functionality, user preferences, and security with organizational requirements.

General settings cover essential configurations for the workspace, such as tagging mode, language, fiscal year start, subscription management, etc. Users can also manage default dashboards, external content restrictions, and workspace snapshots. These settings ensure workspace functionality, user preferences, and security align with organizational needs.

General Settings Functionalities

General Settings Functionalities

Tagging Mode

By choosing the Tagging Mode, you can control how users can add new Tags to Fact Sheets. There are three tagging modes:

  • On-the-fly tagging: All Workspace Members and Admins can create new tags directly in the Fact Sheet
  • Pre-defined tag groups OR On-the-fly tagging: For fact sheet types where tag groups are pre-defined by an Admin, on-the-fly tagging is disabled; otherwise, Members and Admins can create their tags on-the-fly
  • Pre-defined only: Only Admins can create tags

The drop-down menu provides options to choose the mode that suits your needs.

Tagging Modes

Tagging Modes

Find information on Tagging here: Use Tags for more powerful insights.

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Best Practice

On-the-fly tagging may result in the widespread use of unstructured tags, particularly during initial data loading or in distributed organizations. Therefore, we suggest defining Tag Groups that align with your objectives and setting the standard to "Pre-defined only."

Quick Search Mode

Quick Search Mode

Quick Search Mode

The Quick Search Mode setting determines the default view for quick search results in your workspace. You can choose to see the results in a single list or view them grouped by Fact Sheet type. While you can easily switch modes in the search tab, the default mode is based on what you have chosen in the Quick Search Mode setting.

Switching Quick Search Mode in the Search Bar

Switching Quick Search Mode in the Search Bar

Choosing Currency

You can select the currency to be displayed in reports and Fact Sheets.

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Note that changing the currency does not alter the values themselves.

Choosing Currency for the Workspace

Choosing Currency for the Workspace

Custom Fiscal Year

You can set any month as the start of the fiscal year for your organization, depending on your accounting practice or regulatory requirements. This will be used to show roadmap reports in alignment with your fiscal year.

Idle Timeout Duration

After a period of inactivity, LeanIX automatically disconnects users for security. The duration can be adjusted using the Idle Timeout Duration setting. Upon disconnection, users are redirected to a login screen where they have the option to log in again.

Setting Idle Timeout Duration

Setting Idle Timeout Duration

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Setting the duration to 0 Hours and 0 Minutes disables this feature.

Subscription Mode

You can make the selection of a Subscription Role mandatory by choosing Required. Opting for Optional allows users to decide whether to select a Subscription Role or not. For more on Subscription Role, see Subscription Role.

Choosing Subscription Mode

Choosing Subscription Mode

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Note

if you set the subscription mode to required, ensure you have defined subscription roles for Fact Sheets. Otherwise, users won't be able to choose a role and they may subscribe to Fact Sheets without a subscription role.

Subscription Types

While defining a Subscription Role, the Subscription Type ‘Accountable’ is not visible by default. It can be custom-activated by checking the box against Accountable. For more on Subscription Types, see Subscription Type.

Adding Accountable Subscription Type

Adding Accountable Subscription Type

Multiple Subscriptions

You can control whether users can have multiple subscriptions for a single Fact Sheet. By default, a user can subscribe to a Fact Sheet multiple times under different Subscription Roles. It can be limited to one subscription per user per Fact Sheet by selecting Disabled.

Data Privacy

You can adjust the data privacy level for subscriptions by choosing between 'Normal' and 'Relaxed.' In 'Relaxed' mode, users can view other subscribers in the subscription filter of the Inventory and use it to filter the Fact Sheets. However, in 'Normal' mode, users will not see other subscribers in the filter. For more, see Managing Data Privacy.

User Segments

Choosing User Segments Insights

Choosing User Segments Insights

Choose whether you want to gather insights from LeanIX users within your organization regarding their job roles and for what purpose they use LeanIX. When selected, a form will prompt users to share their details during login. They have the choice to defer or decline to answer. They can edit the submitted details from their settings at any point in time. As Admins, you can access the compiled data via Gainsight Shared360.

User Segments Insights Form at Login

User Segments Insights Form at Login

The following roles are available for selection from the drop-down menu:

RolesJobs To Be Done
Enterprise Architect Establish architecture transparency and practices
Domain/Solution/Data/IT Architect Analyse as-is architecture
Plan to-be architecture
Create and share visualizations (architecture, process, etc.)
Product/Application/IT Owner Document or update information on products, applications, or tech stack
CIO/CTO/IT Management Get aggregated results and KPIs on IT
Generate insights to make data-driven decisions
Business Owner/ Functional Owner/ Regional Owner
Project/Program Manager Plan and track projects
Security/Data Privacy Champion Check compliance of IT
Business Analyst Learn about (application) roadmaps
Understand business capabilities
Software Engineer/Developer Find information about used technologies
Find information about recommended technologies
Other role in business Find a contact person for my work
Analyse how business is supported by IT
Other role in ITOther (Custom)

Additional Settings

In addition to the options mentioned above, you can do the following:

More General Settings

More General Settings

1

Data Privacy: You can choose whether you are able to search for user subscriptions on name basis ("Relaxed") or if you just see them while looking explicitly on the Fact Sheet ("Normal").

2

Completion Score: Toggle to enable or disable the visibility of the Fact Sheet completion score in your workspace. Learn more on Completeion score and data quality here.

3

Getting Started Guide: Link that leads you to information on how to getting started with LeanIX. By default it will lead you to the LeanIX prodct documentation. But you are able to link your own content

4

Documentation: Link will by default lead you to the LeanIX product documentation. You could change this link, although we strongly recommend to keep it, as this page is a valuable source and will be updated regularly.

5

Help Tours: If you check this box, every user will be guided through our "Help Tour", if this has not been started before.

6

Support e-mail: This is the email adress which is called when you press the "Support" button that you see on every screen in the bottom-right corner of your workspace. Leave both this and the field "Support URL" empty, if you want the "Support" button to disappear altogether.

7

Support URL: This is the URL which is called when you press the "Support" button. Leave this field empty and use the field "Support E-Mail" instead, if you want the "Support" button to point to an email address.

8

Selected Support Method: This non-editable field shows either "E-mail" or "URL" as method of support.

9

Out-of-the-box Dashboards: Control and choode which out-of-the-box Dashboards are available in your workspace.

10

Default Dashboard: You can choose the Dashboard that will be shown to all users after login. If none is selected, a built-in default Dashboard will be shown..

External Content

You can restrict URLs that can be embedded in the External content dashboard panel. By default any URL can be embedded. To restrict access, uncheck Do not restrict external content and create a whitelist of allowed external URLs.

You can also decide whether to allow popups and form submissions through those external URLs by checking the appropriate checkboxes.

Restricting External URLs in the External Content Dashboard Panel

Restricting External URLs in the External Content Dashboard Panel

Data Breach Contact

In the Data Breach Contact section, provide the contact person details who should be informed in the event of a data breach..

Data Breach Contact Information Fields

Data Breach Contact Information Fields

Workspace Snapshot

To create a snapshot of your current workspace and clone all your data into a sandbox workspace, you must check the checkbox against Workspace Snapshots. Only when the checkbox is checked can Customer Support write data from another workspace into this workspace.

Workspace Snapshot Import Confirmation

Workspace Snapshot Import Confirmation

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Attention:

  • To prevent unintentional writing of snapshot data into a workspace, the box is unchecked by default.
  • If you need sandbox workspaces as an add-on, please request them from your dedicated Customer Success Manager. For new contracts, sandbox workspaces are available as a paid feature.