Settings is where you manage workspace-wide configuration for Lifecycle Manager: your account details, how your client roster is organized, hardware defaults, billing, and the template libraries used across your portfolio.
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The new Lifecycle Manager UI is in Open Beta You might notice occasional changes as we continue to refine this feature. |
Accessing Settings
You can open Settings from anywhere in Lifecycle Manager:
Click your account name in the upper left corner of any page.
Click Account Settings.
Settings can also be accessed by clicking Settings in the left navigation panel on the Home page.
Settings navigation
The Settings panel is organized into sections:
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Account:
- General
- Members & roles
- Notifications
- Security & access
- Clients:
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Hardware:
- Custom fields
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Workspace:
- Plans & billing (Opens the ScalePad Hub billing page)
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Developer:
- API (Opens the developer documentation)
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Settings:
- Assessments
- Agreements
- Initiatives
- Meetings
- Goals
- Deliverables
- Tags
 NEW Join our MSP Power-Ups - Free 15-minute micro-workshops + live Q&A with our Lifecycle Manager experts. Sign up here to reserve your spot. |
| Any questions? Reach out to our Lifecycle Manager support team by submitting a support ticket. |
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