KANAP User Manual¶
Welcome to the KANAP user manual. This documentation covers all features available to users of the KANAP platform.
Getting Started¶
KANAP helps IT and finance teams manage their technology landscape, budgets, and operations. Use the navigation menu to explore the different modules.
If you want the shortest path to productivity, start with the Fast Track guides before diving into the full reference pages.
Fast Track Guides¶
- Getting Started: Your First 10 Minutes in KANAP - First-day onboarding, profile setup, dashboard, and core concepts
- Portfolio Fast Track: From Request to Delivery - Submit, analyze, score, convert, and deliver initiatives
- IT Ops Fast Track: From Application to Server - Document an app, its environments, and hosting assets
- Task Types Fast Track: Run, Build & Tasks - Understand the difference between incidents, problems, requests, projects, bugs, and tasks
Modules¶
Dashboard¶
- Dashboard - Personal overview with configurable tiles (click the KANAP logo)
Portfolio Management¶
- Tasks - Track action items and follow-ups
- Requests - Capture and evaluate incoming initiatives
- Projects - Manage approved projects end-to-end
- Planning - Build timeline scenarios and generate roadmap schedules
- Contributors - Track skills, teams, and capacity
- Reporting - Capacity and workload reporting
- Settings - Configure criteria, teams, and scoring
IT Landscape¶
Infrastructure
- Locations - Track datacenters and cloud regions
- Assets - Manage infrastructure inventory (servers, VMs, containers, cloud instances)
- Connections - Track network and system connections
- Connection Map - Visualize connection topology
Applications
- Applications - Document your application landscape
- Interfaces - Map data flows between applications
- Interface Map - Visualize interface relationships
Settings
- IT Landscape Settings - Configure dropdown values and catalogs
Knowledge¶
- Knowledge - Create, govern, relate, review, and export working documentation
Budget Management¶
- OPEX - Manage recurring IT costs and allocations
- CAPEX - Track capital expenditure projects
- Contracts - Manage vendor contracts and renewals
- Budget Administration - Freeze, copy, and manage budget data
- Reports - Generate budget and chargeback reports
Master Data¶
Organization
- Companies - Manage company entities
- Departments - Organize by department structure
External Parties
Finance
- Chart of Accounts - Configure financial accounts
- Currencies - Configure currency settings
Classification
- Business Processes - Document business process hierarchy
- Analytics Dimensions - Set up reporting dimensions
Plaid¶
- Plaid - Ask questions in plain language across your KANAP data
AI Agents¶
- Overview - Supervise the agents that watch your service desk
- Agent workspace - Monitor, tune, and configure a single agent
- Approvals - Review and approve proposed ticket replies and updates
- Activity - The audit timeline of everything agents did
- Shared context - Reusable background guidance for your agents
Administration¶
- Admin & Users - Manage users, roles, authentication, and audit logs
- Branding - Customize your tenant logo and light/dark primary colors
- Audit Log - Review tenant change history with filters and detail view
- Plaid Settings - Configure the AI provider, features, retention, and MCP keys
- Integrations - Connect GLPI for ticket import and for agents
- Scheduled Tasks - Review and manage recurring background jobs
- Master Data Administration - Freeze and copy master data
- Operations Dashboard - Overview and quick actions
Deployment & Operations¶
- On-Premise Deployment - Installation, configuration, operations, SMTP/Resend email setup, and Microsoft Entra SSO for single-tenant deployments
Need help? Contact your system administrator or visit kanap.net for more information.