The functionality to manage team members' credentials and multi-factor authentication (MFA) within Lifecycle Manager is no longer available. Administrators must utilize the ScalePad Hub to perform these actions.

Getting Started: Navigating to ScalePad Hub

To manage your team members effectively, Administrators must now log into the ScalePad Hub. Once logged in, you can:

Managing product-level access is essential as it ensures that the right team members have the appropriate permissions to perform their roles. The following article walks you through granting product access and managing Lifecycle Manager permissions.

Accessing member permissions in Lifecycle Manager

To begin managing your team members, navigate to the Members section under Account Settings in Lifecycle Manager. Here, you see existing Lifecycle Manager users and their current permissions.

To grant a new user access to Lifecycle Manager, click the Add user access button at the top right of the page.

Granting access to Lifecycle Manager

After clicking Add user access, a dialog box will appear, enabling you to search for users within your organization who need access to Lifecycle Manager. You can search for users by name or email address. From the list, select the users who require access to Lifecycle Manager by checking the boxes next to their names.

Only users who have accepted the invitation to the ScalePad Hub are available in the member list.

Assigning permissions to users

Once you've selected the users, the next step is to assign specific permissions within Lifecycle Manager. These permissions determine what each user can do within the platform and include:

Administrator Access: Full access, including member management.
Manage Basic Settings: Control over branding and report settings.
Place Orders: Permission to place orders, such as disposal orders and warranty purchases.

Select the checkboxes corresponding to the permissions you wish to assign to each user. For detailed information about what each permission allows, refer to the Understanding permissions: What do my team members need? section below.

Confirming selections

Before finalizing, review the selected permissions for each user to ensure they align with their roles. Once you’re satisfied with the selections, click the Grant access for X users button to apply these settings.

Access granted confirmation

After granting access, a confirmation message will appear at the top of the page, indicating that the access has been successfully granted to the selected users. The updated permissions will now be reflected in the Members list, where you can see the newly assigned roles and actions available to each user.

Understanding permissions: What do my team members need?

In Lifecycle Manager, specific functions can be made available depending on each team member's role. To align their responsibilities, they must have access to the right Lifecycle Manager features. You can accomplish this by assigning one or more of the following permissions.

In Lifecycle Manager, specific functions are tied to certain roles. Ensuring that your team members have access to the right features is critical for them to carry out their responsibilities effectively. Here’s a high-level breakdown of the available permissions:

Member permission	Available features
Basic All members in Lifecycle Manager have basic permissions enabled by default, which cannot be disabled.	- Accessing hardware/software data - Viewing warranty coverage - Downloading Hardware lifecycle reports - Managing Roadmaps, Scorecards, and Initiatives
Manage Basic Settings Ideal for: Account Managers, Sales Team members, and roles responsible for updating your branding and report settings in Lifecycle Manager.	- Managing account and per-client settings - Modifying hardware replacement and warranty coverage settings - Setting company branding on reports - Changing scheduled reports
Place Orders Ideal for: Finance Team members, Account Managers, Sales Team members, and roles who require access to viewing warranty information, purchasing warranties, accessing invoice history, and placing IT asset disposal orders.	- Viewing subscription and warranty invoices - Viewing warranty coverage cards and orders - Purchasing ScalePad warranties - Placing IT asset disposal orders
Administrator Ideal for: Company owners, Chief Information Officers (CIOs), Service Managers, and roles who require the ability to manage product-level access and permissions.	- Managing member product-level permissions and access - Place IT asset disposal orders - Everything previously listed

Editing member permissions

If you're an account administrator, you can edit existing member permissions or set them for new members:

Navigate to Account Settings > Members.
Select the member account you wish to edit.
Select or clear the appropriate member permissions checkboxes or click Revoke access.
1. Revoke access is available directly from the Action column or the Member's profile.
Click the Save member button to apply the changes.

Understanding the Impact of Revoking Access

While ScalePad Hub centralizes user management and each product controls user access permissions, this changes the notion of "deleting a user" from a product. Instead of fully removing a user account, you now remove a user’s access to a specific product, such as Lifecycle Manager.

When you revoke a member’s access to a specific product like Lifecycle Manager, they cannot access or perform any actions within that product until their access is reinstated. However, the member's account remains active within the ScalePad Hub, meaning they can still be utilized by other products, if applicable.

Additionally, suppose the member you are revoking access from is a point of contact for an Initiative within Lifecycle Manager. In that case, the system will prompt you to reassign the Initiative to a new point of contact before finalizing the access revocation. This ensures that ongoing projects and tasks are not disrupted.

For further guidance or detailed instructions, please refer to the specific support resources available within the ScalePad Hub or contact our support team directly.

Additional articles to read

Managing team members