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Getting Started with faneX-ID

Welcome to faneX-ID! This guide will help you get started with the platform, whether you're a new user, administrator, or developer.

What is faneX-ID?

faneX-ID is a comprehensive identity management platform that bridges HR data (SAP R3 HCM) with IT infrastructure (Active Directory, Microsoft Entra ID). It serves as the central hub for managing employee identities throughout their lifecycle.

First Steps

0. Try the Demo (Optional)

Before setting up your own instance, you can try faneX-ID with our live demo:

  • Demo Instance: https://fanex-id.fabiseitz.de
  • Note: The demo is not permanently online and may be unavailable at times. It's provided for testing and evaluation purposes.

1. Accessing the Platform

faneX-ID can be accessed in several ways:

  • Web Interface: Navigate to your organization's faneX-ID URL (provided by your IT administrator)
  • Home Assistant Add-on: If deployed as a Home Assistant add-on, access via the Home Assistant sidebar
  • Direct URL: Access via the configured base URL
  • Demo Instance: Try the live demo at https://fanex-id.fabiseitz.de (not permanently online)

2. Initial Login

On your first login:

  1. You'll receive credentials from your IT administrator
  2. Important: You'll be prompted to change your password on first login
  3. If two-factor authentication (2FA) is enabled, you'll need to set it up
  4. Consider registering a Passkey for passwordless login

3. Understanding the Dashboard

The dashboard provides:

  • System Status: Overview of system health and connectivity
  • Recent Activity: Log of recent actions and changes
  • Quick Actions: Common tasks accessible from the dashboard
  • Notifications: Important alerts and updates

User Roles

faneX-ID supports different user roles:

Standard User

  • View own profile and information
  • Access basic features
  • Limited administrative capabilities

Administrator

  • Full system access
  • User management
  • Integration configuration
  • System settings
  • Audit log access

IT Administrator

  • All administrator capabilities
  • System deployment and configuration
  • Integration development
  • Advanced troubleshooting

Basic Navigation

The sidebar provides access to:

  • Dashboard: Home screen with overview
  • Employees: Employee directory and search
  • Integrations: Available integrations and their status
  • Workflows: Automated workflow management
  • Admin Panel: System administration (admin only)
  • Settings: User preferences and account settings
  • Documentation: Link to comprehensive documentation

Search Functionality

Use the search bar to quickly find: - Employees by name, email, or employee ID - Integrations by name or category - Workflows by name or description

Your First Tasks

1. Update Your Profile

  1. Navigate to Settings → Profile
  2. Verify your information is correct
  3. Add a profile picture if desired
  4. Update contact information

2. Review Security Settings

  1. Go to Settings → Security
  2. Review your security settings
  3. Enable 2FA if not already enabled
  4. Register a Passkey for easier login

3. Explore the Dashboard

  1. Review the system status
  2. Check recent activity logs
  3. Familiarize yourself with available features
  4. Review any notifications

Common Tasks

Searching for Employees

  1. Navigate to Employees
  2. Use the search bar to find specific employees
  3. Filter by department, status, or other criteria
  4. Click on an employee to view detailed information

Viewing Integration Status

  1. Go to Integrations
  2. View all available integrations
  3. Check status (active, inactive, error)
  4. Review integration details and configuration

Accessing Workflows

  1. Navigate to Workflows
  2. View available automated workflows
  3. Check workflow execution history
  4. Review workflow status and results

Getting Help

Documentation

  • User Guide: Comprehensive guides for all features
  • FAQ: Frequently asked questions
  • Video Tutorials: Step-by-step video guides

Support

  • Email Support: Contact your IT administrator
  • In-App Help: Use the help icon in the interface
  • Community Forum: Connect with other users

Reporting Issues

If you encounter problems:

  1. Check the Troubleshooting Guide
  2. Review system logs (if you have access)
  3. Contact your IT administrator
  4. Report bugs via the issue tracker

Next Steps

Now that you're familiar with the basics:

Tips for Success

  1. Bookmark Important Pages: Save frequently used pages for quick access
  2. Use Keyboard Shortcuts: Learn shortcuts for common actions
  3. Enable Notifications: Stay informed about important updates
  4. Regular Updates: Keep your profile and security settings up to date
  5. Explore Features: Take time to explore all available features

Ready to dive deeper? Check out the Dashboard Guide or Security Guide for more detailed information.