Nice to have you with us!
Now that your account is active, let's get your team involved.
This article describes the process of inviting additional members to use Lifecycle Manager. We recommend each person at your company have their own account for Lifecycle Manager. It's easier and safer than sharing credentials, and adding member accounts with us is free.
You must have account administrator permissions to invite new members.
How to invite new members
To ensure that you can sign in with Microsoft, use the same email address in your Lifecycle Manager account as you have with your Identity Provider.
Navigate to your Settings Members tab
Click the Invite a member button
Enter the required email address for each member to be added.
Multiple members can be invited by separating emails with commas.
Select member Permissions level. Note that any selected permission settings will apply to all member emails indicated in the member invite.
See the Member permissions article for more detail on each permission level.
Click the Invite members button.
The invited member must click the confirmation link from within their invite email to accept the invitation and sign in to Lifecycle Manager.
How to delete or disable a member account
Navigate to the Members tab
Click into a Member account
Scroll down and click Delete member or Disable member.
Disabled members remain as saved contacts on the account but cannot sign in or perform actions until their access is restored. Deleted members undergo a thorough removal process that ensures their complete elimination from the account, including the erasure of all associated data and access privileges. There is no restore point for a deleted member.
Assigning a new point of contact - Before any member, who is a point of contact for an Initiative, is disabled or deleted from Lifecycle Manager, you are prompted to choose a new point of contact for any Initiatives they were the assigned point of contact. Once that is complete, you can continue to disable or delete the member.
Additional articles to read