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Configuration Guide

This guide covers configuration options for faneX-ID, from basic settings to advanced configurations.

Basic Configuration

User Profile Settings

Personal Information

  1. Access Settings:
  2. Navigate to Settings → Profile

  3. Click Edit to modify information

  4. Updateable Fields:

  5. Display name
  6. Email address (if allowed)
  7. Phone number
  8. Profile picture
  9. Timezone

  10. Language preference

  11. Read-Only Fields:

  12. Username (set by administrator)
  13. Employee ID
  14. Department
  15. Role

Notification Preferences

Configure how you receive notifications:

  1. Email Notifications:
  2. Enable/disable email notifications
  3. Choose notification types

  4. Set notification frequency

  5. In-App Notifications:

  6. Enable/disable in-app notifications
  7. Configure notification sounds

  8. Set notification display duration

  9. Notification Types:

  10. System alerts
  11. Workflow executions
  12. Integration status changes
  13. Security events

Security Settings

Password Management

  1. Change Password:
  2. Go to Settings → Security
  3. Click Change Password
  4. Enter current and new password

  5. Follow password requirements

  6. Password Requirements:

  7. Minimum length (typically 12 characters)
  8. Must include uppercase, lowercase, numbers
  9. Special characters recommended

  10. Cannot reuse recent passwords

  11. Password Expiration:

  12. Check password expiration date
  13. Set reminders before expiration
  14. Update password proactively

Two-Factor Authentication

  1. Enable 2FA:
  2. Go to Settings → Security
  3. Click Enable 2FA
  4. Scan QR code with authenticator app
  5. Enter verification code

  6. Save backup codes

  7. Authenticator Apps:

  8. Google Authenticator
  9. Microsoft Authenticator
  10. Authy

  11. Any TOTP-compatible app

  12. Backup Codes:

  13. Generated when enabling 2FA
  14. Store in secure location
  15. Use if device is lost
  16. Can regenerate if needed

Passkeys

  1. Register Passkey:
  2. Go to Settings → Security
  3. Click Register Passkey
  4. Follow browser prompts

  5. Use device biometrics or PIN

  6. Passkey Benefits:

  7. Passwordless login
  8. More secure than passwords
  9. Works across devices

  10. Resistant to phishing

  11. Managing Passkeys:

  12. View registered passkeys
  13. Remove unused passkeys
  14. Add multiple passkeys
  15. Set default passkey

System Configuration (Administrators)

General Settings

Company Information

  1. Company Details:
  2. Company name
  3. Support contact information
  4. Logo and branding

  5. Custom domain

  6. Base URL Configuration:

  7. Set internal API URL
  8. Configure PWA URL
  9. Set public domain
  10. SSL certificate settings

System Preferences

  1. Language Settings:
  2. Default system language
  3. Available languages
  4. Date/time format

  5. Number format

  6. Display Settings:

  7. Theme (light/dark/auto)
  8. Dashboard layout
  9. Items per page
  10. Auto-refresh interval

Integration Configuration

Adding Integrations

  1. Browse Available Integrations:
  2. Go to Integrations page
  3. View available integrations
  4. Check integration requirements

  5. Review integration documentation

  6. Install Integration:

  7. Click Install on desired integration
  8. Review configuration requirements
  9. Enter required credentials

  10. Test connection

  11. Configure Integration:

  12. Set integration-specific settings
  13. Configure authentication
  14. Set up data mappings
  15. Enable/disable features

Integration Settings

  1. Connection Settings:
  2. API endpoints
  3. Authentication method
  4. Connection timeout

  5. Retry settings

  6. Data Settings:

  7. Sync frequency
  8. Data filters
  9. Field mappings

  10. Error handling

  11. Advanced Settings:

  12. Custom headers
  13. Proxy configuration
  14. SSL verification
  15. Logging level

Workflow Configuration

Creating Workflows

  1. Workflow Builder:
  2. Access workflow editor
  3. Choose trigger type
  4. Add workflow steps

  5. Configure conditions

  6. Workflow Triggers:

  7. Scheduled (cron)
  8. Event-based
  9. Manual execution

  10. API-triggered

  11. Workflow Steps:

  12. Integration actions
  13. Data transformations
  14. Conditional logic
  15. Error handling

Workflow Settings

  1. Execution Settings:
  2. Timeout duration
  3. Retry attempts
  4. Retry delay

  5. Concurrent execution

  6. Notification Settings:

  7. Success notifications
  8. Failure notifications
  9. Execution summaries
  10. Error alerts

Advanced Configuration

Database Configuration

Database Settings

  1. Database Type:
  2. SQLite (development)
  3. PostgreSQL (production)
  4. Connection string

  5. Connection pool settings

  6. Backup Configuration:

  7. Backup frequency
  8. Backup retention
  9. Backup location
  10. Automated backups

SSL/TLS Configuration

Certificate Management

  1. Self-Signed Certificates:
  2. Generate via admin panel
  3. Set domain name
  4. Download certificate

  5. Install on clients

  6. Custom Certificates:

  7. Upload certificate file
  8. Upload private key
  9. Set certificate chain

  10. Verify installation

  11. Certificate Renewal:

  12. Check expiration date
  13. Renew before expiration
  14. Update certificate
  15. Test HTTPS access

API Configuration

API Settings

  1. API Endpoints:
  2. Base API URL
  3. API version
  4. Rate limiting

  5. CORS settings

  6. Authentication:

  7. API key generation
  8. Token expiration
  9. Refresh tokens
  10. OAuth configuration

Logging Configuration

Log Settings

  1. Log Levels:
  2. Debug (detailed)
  3. Info (standard)
  4. Warning (important)

  5. Error (critical only)

  6. Log Retention:

  7. Log retention period
  8. Log rotation
  9. Log storage location

  10. Log export settings

  11. Audit Logging:

  12. Enable audit logs
  13. Log user actions
  14. Log system changes
  15. Log access attempts

Environment-Specific Configuration

Development Environment

  1. Local Development:
  2. Use SQLite database
  3. Enable debug mode
  4. Disable SSL (local only)

  5. Verbose logging

  6. Development Tools:

  7. API documentation
  8. Test endpoints
  9. Mock data
  10. Development integrations

Production Environment

  1. Production Checklist:
  2. Use PostgreSQL database
  3. Enable SSL/TLS
  4. Configure backups

  5. Set up monitoring

  6. Security Hardening:

  7. Strong passwords
  8. 2FA enforcement
  9. Rate limiting
  10. Security headers

Staging Environment

  1. Staging Setup:
  2. Mirror production config
  3. Test data
  4. Integration testing
  5. Performance testing

Configuration Best Practices

  1. Start Simple: Begin with default settings
  2. Document Changes: Keep track of configuration changes
  3. Test Changes: Test in staging before production
  4. Backup Config: Export configuration regularly
  5. Review Regularly: Periodically review settings
  6. Security First: Prioritize security settings
  7. Monitor Performance: Watch for performance impacts

Configuration Export/Import

Exporting Configuration

  1. Export Settings:
  2. Go to Admin panel
  3. Navigate to Configuration
  4. Click Export

  5. Save configuration file

  6. What's Exported:

  7. System settings
  8. Integration configurations
  9. Workflow definitions
  10. User preferences (if enabled)

Importing Configuration

  1. Import Settings:
  2. Go to Admin panel
  3. Navigate to Configuration
  4. Click Import
  5. Select configuration file
  6. Review changes

  7. Confirm import

  8. Import Considerations:

  9. Backup current configuration
  10. Review imported settings
  11. Test after import
  12. Verify integrations work

Troubleshooting Configuration

Common Issues

  1. Settings Not Saving:
  2. Check permissions
  3. Verify browser console
  4. Clear browser cache

  5. Try different browser

  6. Configuration Errors:

  7. Review error messages
  8. Check required fields
  9. Verify data formats

  10. Test individual settings

  11. Integration Failures:

  12. Verify credentials
  13. Check network connectivity
  14. Review integration logs
  15. Test connection manually

Need help with configuration? Check the Troubleshooting Guide or contact your IT administrator.