The LeanIX home screen gives you easy access to key functionalities. It contains:
- The major navigation panel (on top)
- General information about your Fact Sheets (Fact Sheets are the central element in LeanIX, used to store information on your architectural objects)
- Support button (found on the right side of any page within LeanIX)
Dashboard: This is your home screen in LeanIX, where you can configure your own dashboards, add welcome messages or directly access your most important data
Inventory: Leads you to the Inventory where you can access and modify all Fact Sheets within your Workspace
Reports: Provides access to your Reports area that allows you to visualize the information from the Inventory in Best Practice formats, as well as individual reports
Diagrams: Create Free Draw or Data Flow diagrams
Jump to a Fact Sheet: Offers full text search to find any Fact Sheet in the inventory or jump directly to a Fact Sheet
Invite: Allows you to ask other users to join LeanIX
What's new: Access our backlog to find out what's new in LeanIX
Admin: On the very right you find a drop down menu to access your profile and the administration area as well as the options to logout or switch workspace
Help: Access LeanIX Help or our very comprehensive LeanIX Academy
User Profile: You can customize your user profile, like adding a picture and altering other settings
Support: If you need any kind of help using LeanIX, the Support button gives you the chance to contact the LeanIX Support directly
Click on your name to update your profile picture and name. Below your name you can see the role which is currently active and when you last logged in
Start building your individual Dashboard tailored to your needs by clicking on New Dashboard. You can include Panels for Saved Searches in the Inventory, Report panels, custom Fact Sheet Charts and more.
In Edit Dashboard you can drag & drop Panels for Inventory Saved Searches, Report panels, custom Fact Sheet Charts and more, into the dashboard.
Dashboard personalization also allows you to add any Report you need to keep an eye on.
Collaboration is crucial to a successful EA. To invite other users to the LeanIX workspace, select the Invite button in the upper right side of your home screen.
Type in the email address of the user/s you want to invite, and select their user rights. You can choose between Viewer, Member or Admin.
Finally, you can write an invitation message either by using the precast message, or by crafting your own. When you are done, select the Invite button, and an e-mail automatically goes to the user(s) you want to invite.
When the invitee clicks on the link they received in the invitation e-mail, LeanIX will guide them through the registration process. If they are already a member of an existing workspace, they can use their existing credentials.
One of the first steps before starting to get work done in LeanIX is to complete your profile and choose a profile picture.
You are also able to see the date of your last login and your current User Role. By default the following User Roles are available:
- Admin: Has permission to configure the workspace
- Member: Has permission to update all information on Fact Sheets
- Viewer: Has permission to read information and to add comments
If you want to reset your password while logged in, select your profile picture in the upper right corner, then go to My Settings > Password.
You can set e-mail notifications and stay on top of any changes done to your workspace. For example, you can be notified when a new Fact Sheet is created, a Lifecycle of a Fact Sheet enters the next phase, or a user comments on a Fact Sheet you are subscribed to, to name just a few of the notification options.
Notifications are a powerful tool to keep track of your Data Quality and enable collaboration within the tool. This is why we recommend keeping notifications active, at least until you develop a LeanIX community that is self-sufficient.
Above are just a few basic administrative features. See the Administration Overview for in-depth information on managing your workspace.
Updated 7 months ago