Manage access

Manage access

User Creation

Click your user icon in the top ribbon, My Profile option. 
The following options are available: 
  1. Update your First Name 
  2. Update your Last Name 
  3. Update your Profile Image 
  4. Enable or disable Multi-Factor Authentication. 
  5. Delete your account 

User Role Types 

When you add users to your portal, following role types are available to assign:  
  1. Organization Administrator 
  2. IT Administrator 
  3. IT Analyst 
The IT Analyst role can be assigned to a Lenovo Support agent if you would like assistance with an issue.  

View Organization Users 

You can manage the users in the portal by selecting Users Manager → Users.   A table depicts name, role, email, status, and group for each user.

In the Users page, you can: 
  1. Invite users 
  2. Delete users 
  3. Group users 
  4. Update users 
  5. Perform bulk updates for users 
  6. Export a list of users to CSV 
  7. View user status 
  8. Invite user(s) 
You can add users by accessing Users Manager → Users → ✚.  You can invite users individually, or in bulk by uploading a CSV file containing user details for each invitee.  

To add users individually
  1. Click ✚. 
  2. Enter all the required details. 
  3. Click Invite. 
The user receives an email invitation with a link to sign in and/or create a Lenovo ID account using the same email address. 

To add users in bulk
  1. Click ✚. 
  2. Select the Bulk Invite tab. 
  3. Click Download CSV template to download CSV template. 
  4. Populate CSV file with required details for each user - First Name, Last Name, Role, and Email.
    1. For Example:  CSV for bulk user invite:
      1. First Name, Last Name, Role, Email
      2. Bill, Lumbergh, Organization Admin,wlumberg@initech.com 
      3. Peter, Gibbons, IT Admin, pgibbons@initech.com 
      4. Milton, Waddams, Lenovo Device Intelligence Support, mwaddams@initech.com
  5. Drop CSV file to the modal window and click Verify. 
When you upload a CSV file, the file is processed and if there are any errors with the upload, that are displayed in the feedback screen. You receive an e-mail confirmation from the portal when the upload completes.  
Notes
If a user loses the invitation email, click the user in the Users table to resend the invitation.

Update User(s) 

To manage user information, click a user to open the user tray. 
The following options are available for a user on the user tray: 
  1. Update user’s information and contact details (First Name, Last Name, Email, User Role) 
  2. Upload or update a user’s profile image 
  3. Delete a user. 
Notes
You can also enable multi-factor authentication for a user, if required. By default, it is disabled.

Bulk Updates 

Organization or Subscription Admins have the option to Export or Import users in the Users list. 
To export user(s) to the .CSV file 
  1. Select user(s) you want to export (to export all users, make no selection). 
  2. In the More drop-down list, click Export. 
To edit multiple user(s)
Update user fields in the exported users’ file. 
Notes
Make sure Action (update/delete) column in the CSV file is filled-in if changes are needed.
  1. Update should be provided next to the user that needs to be updated. 
  2. Delete should be provided next to the user that needs to be removed from the Organization. 
  1. In the More drop-down list, click Import.
  2. Drop CSV file to the modal window and click Verify. 
The system validates the uploaded data, and an e-mail confirmation is triggered from the portal when the upload completes. 
Use the Import Results option to review the results of the import process. 

Delete User(s) 

  1. Select the User(s) you want to delete. 
  2. Click Delete and confirm the deletion. 

Assign User(s) to a User Group from the Users page 

  1. Select the User(s) you want to assign to a user group and click Group at the top of the page. 
    1. Note: You can assign a user to an existing group only. 
  2. Select the group you want to assign the user(s) to and click Assign. 
Notes
Any users already assigned to other groups will be reassigned to the current group as a result of this action. 

User Groups 

Grouping users is helpful for managing a large number, typically by geography, department, or role. User groups can be managed in your portal by accessing Users Manager → User Groups.   

Create user group 

  1. In the User Groups page, click ✚.
  2. Enter the name of the group in Group Name. 
  3. Select users you want to assign to this group.
  4. Click Assign. 

Manage User Group 

To manage or update group information, click a group to open user group tray.  
The following options are available:
  1. Update group name. 
  2. Add new user(s) to the group. 
  3. Delete user(s) from the group. 
  4. Delete a group. 

Delete User Group(s) 

  1. Select the groups you want to delete. 
  2. Click Delete.
Notes
You may also delete a group from the User Group tray.   


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