Workspace Administration

Navigating to the Administration Area

Once you've set up your account with SAP LeanIX, you can navigate to the workspace administration area by selecting Administration in the user profile menu.

Configuring Workspace Settings

You can configure workspace settings by navigating to the corresponding sections of the administration area. For an overview of settings, see Workspace Settings Overview.

To get started, you can do the following:

Customize branding settings: To align the workspace with your organization's brand identity, navigate to the Branding section in the administration area and make the necessary adjustments. To learn more, see Branding.
Set the default language: Navigate to the General section in the administration area and select a language in the Default Language list. This action sets the default language for new users and existing users who haven't yet set their language preference. Users can change their workspace language in the user profile.
Configure notification settings: Configure default notification settings for workspace users. For more information, see Notifications Center. Users can then adjust their notification preferences in the Notifications section.
Adjust other basic settings: You can start by adjusting settings in the General section and then proceed to customize other settings as per your organization's requirements.

Managing User Access and Permissions

Once you've configured basic workspace settings, you can start inviting users. You can set up single sign-on (SSO) for a more streamlined user access management experience. For more information, see Single Sign-On (SSO).

If SSO is not configured: Manage user access and roles in SAP LeanIX. To invite users, click the Invite button on the navigation bar, then enter the users' email addresses and assign a role. You can manage user access and roles in the Users section of the administration area. Without SSO, users sign in to SAP LeanIX with their email and password.
If SSO is configured: Manage user access through your SSO identity provider (IdP). Depending on the SSO setup that you opted for, you can manage user roles either within SAP LeanIX or your IdP. For more information, see Managing User Roles with SSO. When managing user roles within your IdP, you can define custom roles in addition to predefined roles. To learn more, see Custom User Roles.

You can manage fact sheet permissions for non-admin user roles in the Meta Model Configuration section of the administration area. To learn more, see Fact Sheet Permissions. Additionally, you can configure role-specific permissions for surveys in the User Roles section of the administration area.

If needed, you can set up virtual workspaces to limit access to specific inventory data. For more information, see Virtual Workspaces.

Switching Your User Role

As an admin, you can temporarily sign in to the workspace under a different user role. This enables you to preview the workspace as it appears to specific roles when you modify certain settings. Switching the user role does not allow you to sign in under a specific user account and is not associated with user impersonation.

To switch your user role, in the user profile menu, select Switch user role, select a role, then click Login. If activated, you can also switch between Access Control Entities (ACEs). For more information, see Creating an Access Control List.

To switch your user role back and sign in as admin, in the user profile menu, select Switch user role, then click Re-login as Admin in the dialog that appears.

Finding the Workspace ID

When configuring integrations and working with APIs, you may need the workspace ID. To find the workspace ID, navigate to the API Tokens section in the administration area and locate the WorkspaceId value.

Monitoring the Usage and Adoption of SAP LeanIX

As a workspace admin, you can monitor how your organization uses SAP LeanIX and identify possible improvements. You can request access to a Shared 360 view powered by Gainsight where you can track various usage and adoption metrics. For more information, see Monitoring the Usage and Adoption of SAP LeanIX.