Managing Users in an Organization

Managing Users in an Organization

You can manage users in your organization by adding, updating, or deleting user accounts. Users can be added individually or in bulk using a properly formatted CSV file.

Inviting Users to the Organization

To add users to your organization, navigate to User Management > Users > ✚ (Invite a User) in the left navigation menu. You can choose to invite users one at a time or in bulk by uploading a CSV file containing the necessary user details.

Adding Users Individually

  1. In the Invite User screen, go to the Manual Invite tab.
  2. Enter the following details for each user:
    1. First Name
    2. Last Name
    3. Email
    4. User Role (IT Admin, IT Analyst, MSP Admin, MSP Technician, Org Admin, Read Only User)
  3. Click Invite.
The user will receive an email invitation with a link to sign in or create a Lenovo ID using the provided email address.
NotesIf a user does not receive their invitation email or accidentally deletes it, you can resend it by selecting the user from the Users Table in the User Info tray.

Adding Users in Bulk

  1. In the Invite User screen, go to the Bulk Invite tab. You have two options.
    1. Download the CSV template by clicking the Download CSV Template button. Fill in the CSV file with the required information for each user:
      1. First Name
      2. Last Name
      3. Role
      4. Email
    2. Upload the CSV file 
  2. Click Verify. The file will be processed, and any errors will be displayed on a feedback screen.
  3. Upon successful upload, you will receive a confirmation email from the portal.
If a user does not receive or loses their invitation email, you can resend it by selecting the user in the Users Table from the User Info tray.
When adding users to the portal, you can assign them one of the following roles: Organization Admin or IT Admin. After the organization is converted to a Managed Service Provider (MSP), additional roles become available: MSP Admin and MSP Technician. The previous table lists each user role along with their corresponding permissions for accessing specific functionalities in the LDM portal. For more details on converting your organization to an MSP, refer to the Managed Organizations KB article.

User Roles & Permissions

To access this information, navigate to User Management > Users and click the button User Permissions.  

Each user's role appears in the top right corner of the page, below their name. Roles determine specific access levels and permissions, as outlined in the table below. 

Features

Org Admin

IT Admin

IT Analyst

Read-Only

MSP Admin

MSP Technician

(only for child org)

MSP External Technician

Dashboards & Reports

X

X

X

X (view only, not manage)

X

X

X

View Devices

X

X

X

X

X

X

X

View Device Groups

X

X

X

X

X

X

X

View Reports

X

X

X

X

X

X

X

Manage Devices

X

X

X

X

Manage Device Groups

X

X

X

X

Assign Device License

X

X

X

X

View Users

X

X

X

X

Manage Users

X

X

X

View User Groups

X

X

X

X

Manage User Groups

X

X

X

Customize LDM (DMaaS)

X

X

Manage Org Settings

X

X

Factory Reset Devices

X

Manage Parent/Child
Org Settings

X

View Parent Orgs

X

View Child Orgs

X

X

Updating User Information

To edit user information, select a user to open their information tray. 

User Info

This tab displays contact details and other relevant information, including:
  1. First Name (editable)
  2. Last Name (editable)
  3. Role (editable)
  4. Email
  5. User Image (optional)
  6. Reset MFA – Use this option if the user encounters authentication issues when logging into the portal.
  7. Delete User
  8. Resend Invitation – Available for users who have yet to accept the initial invitation.
Notes
If a role is changed, this update will automatically appear beneath the user’s name and apply throughout the portal. For example, an IT Admin will have access to fewer features than an Org Admin. 

Activity History

This tab shows a log of actions performed on user details. 
  1. To export this log in CSV format, click the Export link.
  2. To delete the user, click the Delete button and confirm the deletion.
Notes
Users can also be deleted directly from the User Info tab.

Search option

Use the Search field in the top right corner of the page to filter results by Name, Role, or Email.

Importing and Exporting Results

The More dropdown list provides the following options:
  1. Import: LDM provides a CSV template for adding a detailed list of users, which can then be imported into the portal.
  2. Export: downloads a CSV file containing current user information.


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