Setting up your Lifecycle Manager account is more than just entering your company’s basic details; it’s about tailoring the platform to fit the specific needs of your business and your clients. By customizing your account settings, you ensure that the data, reports, and overall experience reflect the way your clients operate. This article guides you through managing your account settings, enabling you to provide a more personalized and accurate service.
Within other account settings, you can customize hardware replacement values, maximum replacement age, warranty coverage options, and generate reports accurate to how clients operate their businesses.
To begin customizing your Lifecycle Manager account, navigate to Account Settings > Account menu option in the left-hand navigation bar. Whether you want to update your company’s branding, set financial preferences, or adjust the way hardware replacement data is managed, you’ll find all the tools you need here. These settings are similar to Client settings articles but apply to all your clients.
Step 1: Customize your Company Branding
Your company’s branding is the first thing your clients will notice when they receive reports or other documents from you. Ensuring that your brand is consistently represented is key to maintaining a professional image.
- Company Name: Enter the name of your company exactly as you’d like it to appear on client-facing reports.
- Website URL: Provide the URL of your company’s website so clients can easily visit your online presence.
- Corporate Logo: To upload your logo, click the Edit logo button. For the best results, use an image with a white or transparent background and ensure it’s at least 600 pixels wide. Accepted file types include JPG, PNG, GIF, and WEBP, with a maximum file size of 5MB. Once you’ve selected your logo, click Save Logo to finalize your branding.
This branding is consistently displayed across all generated reports and is included when sharing Scorecards and Roadmaps with clients, reinforcing your company’s identity every time you communicate with your clients.
Step 2: Select your Business Type
Understanding your business type helps Lifecycle Manager tailor its features to better suit your needs
- IT Service Provider: Choose this option if you manage assets for multiple customers.
- Internal IT: Select this if you’re focused solely on managing your own company’s assets.
This selection ensures that the tools and reports you use are optimized for how you operate.
When you designate Internal IT as your Business type, the option to sell warranties with added markup becomes unavailable. This setting is tailored for organizations managing their IT assets, where warranty markups are typically not applicable.
Step 3: Configure Time & Region Settings
The financial and time-based settings of your account play a crucial role in how information is presented to your clients. These settings ensure that the reports you generate are accurate and relevant to your clients’ needs. These settings are adjustable for specific clients if their currency differs from the majority of clients.
- Display Currency: Choose the currency that will be displayed on your reports, making sure it aligns with the financial practices of your clients
- Date Format: Select the format in which dates will appear on your reports, whether you prefer MM/DD/YYYY, DD/MM/YYYY, or another standard.
- Fiscal Year: Set the start date of your fiscal year. This is essential for accurate financial reporting and budgeting.
Keep in mind that changes to these settings will only be reflected in the reports you generate, not on the platform itself. This means you can customize the reporting experience without affecting how data is displayed within Lifecycle Manager.