Welcome to the Lifecycle Manager Quick Start video series. These videos were created to help you and your team get up to speed quickly so your company can immediately understand how to put Lifecycle Manager to work in your business.
In just a matter of minutes you’ll learn how to invite your team, set up your account, add multiple integrations, automatically send lifecycle reports, strategically advise clients, and finally how to get started with ScalePad Services.
We encourage you to share these videos with everyone on your team.
- Inviting and managing your team
- Adding and managing integrations
- Adjusting account and hardware settings
- Sharing Hardware Lifecycle Reports
- Getting started with Strategy
- Getting started with ScalePad Services
Inviting and managing your team
In this video tutorial, you will gain valuable insights on:
- Inviting your team to use Lifecycle Manager
- Managing member permissions
- Managing member accounts
- Signing in with a Microsoft account
- Signing in with a Google account
Adding and managing integrations
In this video tutorial, you will gain valuable insights on:
- Understanding integrations in Lifecycle Manager
- The ideal integration setup
- Understanding asset discrepancies compared to RMM/PSA asset counts
Adjusting account and hardware settings
In this video tutorial, you will gain valuable insights on:
- Managing your account settings
- Adjusting hardware replacement values
- Accessing client configuration settings
- Configuring client hardware replacement settings
Sharing Hardware Lifecycle Reports
In this video tutorial, you will gain valuable insights on:
- Getting started with the Hardware Lifecycle Report
- Using asset age-based reporting
- Editing email templates for Scheduled reports
Getting started with Strategy
In this video tutorial, you will gain valuable insights on:
- Understanding Lifecycle Manager Strategy
- Using the Strategy Dashboard
- Using the Client Dashboard
- Developing Scorecards
- Creating Initiatives
- Getting started with Roadmaps
Getting started with ScalePad Services
In this video tutorial, you will gain valuable insights on:
- ScalePad Services Marketplace
- Sustainability and Benefits of the Services Marketplace
- Procuring warranties through initiatives
- Buying warranties for clients
- Submitting self-service disposal orders