Workspace Settings Overview

Overview of settings available in the workspace administration area.

Settings in the administration area are grouped into the following categories:

  • Basic Settings
  • Advanced Settings
  • Discovery and Integrations

Basic Settings

The Basic Settings category in the administration area includes sections listed in the following table.

SectionDescriptionRelated Information
BrandingCustomize the look and feel of the workspace to match your brand identity.Branding Settings
GeneralConfigure basic workspace settings.General Settings
Meta Model ConfigurationConfigure the meta model to adjust it to your organization's requirements.Meta Model Configuration
Subscription RolesCreate subscription roles to define responsibility and accountability in relation to fact sheets that match your organizational structure.Subscription Roles
TaggingCreate tags that can be added to fact sheets to enhance data categorization and searchability.Tagging
UsersGet an overview of users who have access to the workspace or were invited to it and manage user access permissions and roles.Users Overview
User Roles and PermissionsConfigure custom user roles (if you're managing user roles within your single sign-on identity provider) and manage role-based permissions.User Roles and Permissions
DashboardsConfigure dashboard settings and add specific dashboards to the workspace.Dashboards (Administration)

Advanced Settings

The Advanced Settings category in the administration area includes sections listed in the following table.

SectionDescriptionRelated Information
AutomationsConfigure no-code automations to initiate automated trigger-based actions.Automations
CollectionsConfigure collections to arrange dashboards, reports, and diagrams into custom groups.Collections
ExportExport workspace snapshots and view the export history.Export
KPIsConfigure KPIs based on the workspace data and then preview them in dashboards.KPIs
Notifications CenterConfigure notification settings for the workspace.Notifications Center
Optional Features and Early AccessActivate or deactivate optional features and features in early adoption release. Use these features and provide your feedback.- SAP LeanIX Architecture and Road Map Planning
- Objective
- Store Resources on Fact Sheets
- AI Capabilities
- ESG Capability (Business Context Subtype)
PortalsConfigure self-service portals to grant access to specific information to certain users without inviting them to the workspace.Portals
ReportsView and configure access permissions for reports downloaded from the SAP LeanIX Store.Downloading Reports from the SAP LeanIX Store
To-DosGet an overview of to-dos that enable you to assign tasks to users.To-Dos

Discovery and Integrations

The Discovery and Integrations category in the administration area includes sections listed in the following table.

SectionDescriptionRelated Information
API TokensImportant: Personal API tokens are deprecated. Use Technical Users instead.
In this section, you can find values of the WorkspaceId and UserId attributes.
Technical Users
Developer ToolsResources relevant for developers: developer documentation, GraphiQL tool, and OpenAPI Explorer for REST APIs.- Developer documentation
- GraphQL API
- REST APIs
IntegrationsConfigure discovery solutions and out-of-the-box integrations.Out-of-the-Box Integrations
Integration APIConfigure and run Integration API processors.Integration API
MetricsConfigure custom metrics and KPIs using time series data.Metrics
Reference CatalogConfigure settings of the reference catalog and import best-practice data from the catalog.Reference Catalog
Sync LoggingView synchronization logs of integrations.Synchronization Logging
Technical UsersCreate and manage Technical Users associated with API tokens.Technical Users
WebhooksConfigure webhooks to listen to events in SAP LeanIX.Webhooks