Setting Up Organization Accounts

Setting Up Organization Accounts

Accessing Your Account

When your organization's portal is created, a single administrative account will be created. The IT Owner (Org Admin) specified to Lenovo at the time of sale will receive a Lenovo Device Manager (LDM) e-mail indicating that he or she has been granted access to your organization. Clicking on the link will open the Sign on page where he or she can log in to LDM as an Organization Administrator.  With this administrative account, org admins can configure the portal, invite users, and add devices.

Setting Up an Organization

You can access your organization's account details from the drop-down menu under your user icon in the top ribbon.
  1. Click the small arrow next to your user icon.
  2. Select Organization Account.

Profile Tab

This tab displays the organization account’s profile and serves as a hub for the Org Admin and IT Admin to manage the organization's main information.

To edit the organization’s information, click the Edit button at the top-right corner of the page.

Authentication Tab

Allows IT Admin and Org Admin to configure MFA settings for all users at the organization level.

Multi Factor Authenticator Settings
Select an option from the dropdown list: 
  1. Required – If this option is selected, all users in the organization must set up MFA when signing in for the first time or after resetting their MFA settings. MFA applies only to Lenovo ID. Users cannot modify this setting in their profiles.
  2. Optional – If this option is selected, users will not be prompted to set up MFA but can do so from their profile. 
Users Pin Policy
Enables users to set up their own PIN to easily restore a session on the device without completing the full authentication process. Available expiration options: 14, 30, 60, or 180 days (default: 180 days). 

To send a reminder email one week before expiration, select the checkbox.

Authentication Provider
Allows users to customize their login method by enabling Single Sign-On (SSO) through a partner, such as Lenovo ID, Microsoft Entra ID, or another provider.

To change the current provider:
  1. Click Change provider.
  2. Check your email as indicated in the information message.
  3. Click Next.
  4. Select the new authentication provider from the list.
  5. Enter the Client ID and Client Secret.
  6. Upload the file for IDP configuration.
  7. Click Next to complete the customization. Use this option the next time you connect to this solution.

Feature Controls Tab

Device Hardware Fingerprinting Enrollment
Enables hardware fingerprinting for the organization's devices, allowing the Org Admin to efficiently manage them on the Portal, even after a factory reset. This feature applies to Windows, Android, and Linux devices.
  1. Click the small arrow next to About Strict and Loose Matching to view detailed information about each option.
  2. Click Edit in the top-right corner of the page.
  3. By default, Strict Matching is selected. If you choose Loose Matching, click Save in the top-right corner to apply the changes.

Licenses Tab

Lenovo Device Manager operates on a device-based SaaS model. Licenses can be purchased through standard Lenovo channels and applied to UDS / LDM. 

Devices can be onboard and provisioned but can only be fully managed through LDM once a license has been applied.

There are different types of licenses, and each license type comes with a different bundle of features.  In turn, a license can be Commercial or Trial. The type of license purchased will be indicated by the License name on the Organization Account page and once assigned, on the Device list and on the Device tray. 

This page displays a list of licenses associated with your organization, providing the following details:
  1. License Name – The name of the license.
  2. License Type – Indicates whether the license is Commercial or Trial.
  3. Assigned Licenses – The number of licenses currently allocated to devices.
  4. Unassigned Licenses – The number of available licenses that have not been assigned.
  5. Actions – Options to manage license assignments.

Assigning Licenses to Devices

  1. Click on Assignments. The list of onboarded devices is displayed on the left; assigned licenses are displayed on the right. 
  2. Check the number of available licenses - the number is displayed next to Assigned Licenses -.
  3. Sort the device list or use the Search box to find the device.
  4. Click on the > to the right of the device information to assign a license to the device. The device moves to the Assigned Licenses side, and the device status changes to Licensed. 
Notes
  1. Licenses with the least remaining time are assigned first. The Order History tab under Organization Account provides the time remaining for a license.
  2. If an actively licensed device is deleted from the LDM portal, the license will become available again and can be re-assigned to another device until it expires

Removing a License from a Device

  1. Click on Assignments. 
  2. Find the device(s) from the list by sorting, scrolling, or using the Search feature under Assigned Licenses.
  3. Click on the < to the left of the device information to remove the license from the device.
  4. The device moves to the Devices list, and the number of available licenses is increased by one.


Replacing a Trial License with a Full License

When a trial license expires and is replaced by a full license, the new license is automatically assigned to the claimed devices. This change is reflected on the Assignments page and can be modified as needed (e.g., assigning licenses to different devices).

If a full license has not been purchased when the trial license expires, the device is returned to the Devices list on the Assignments page. The license status will be updated to 'Unlocked' on the Device Management > Devices page. The device will remain claimed but will not have full management functionality through LDM until a paid license is assigned.

Renewing a License
By default, the Auto-assign option is enabled for each device. With this feature enabled, a new license is automatically assigned once the current license expires.

If Auto-assign is disabled, the device’s license will expire, and the device will return to the Devices list on the Assignments page. The device status will change to 'Unlicensed' in the Device Management > Devices page. The device will remain onboarded but will not have full management functionality through LDM until a paid license is assigned.

To manually renew a license, refer to the Assigning Licenses to Devices section above.

Managing Subscriptions

Org Admins can view license subscriptions and use the remaining time and billing term details to plan for future device management needs. Click on the Manage Subscription button in the top right corner of the page to view and export information on licenses purchased within the organization.

Purchasing Licenses

To purchase new licenses, click the Buy License button in the top right corner of the page. Sign in, select the type of license, and proceed with the purchase.


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