Adding and Managing Users in an Organization

Adding and Managing Users in an Organization

Before onboarding the devices, the Org Admin proceeds to add users to the organization. This document explains how to add users and how to update or remove user accounts.
Info
Only the Organization Admin can manage and configure users and user groups.

Adding Users

To add users to your organization:
  1. Select Configuration and Settings from the dropdown navigation menu.
  2. Go to User Management > Users > ✚ (Invite a User). 
You can invite users individually or in bulk by uploading a CSV file containing each user’s details.

Adding Users Individually

  1. On the Invite User screen, select the Manual Invite tab.
  2. Enter the user’s First Name, Last Name and Email.
  3. Select the User Role.
  4. Click Invite.
The user will receive an email invitation with a link to sign in or create a Lenovo ID account with the provided email address.
Notes
Only the Organization Admin can manage and configure users and user groups.

Adding Users in Bulk

  1. In the Invite User screen, select the Bulk Invite tab.
  2. Click Download CSV template to download the CSV file.
  3. Fill in the CSV file with the required information for each user - First Name, Last Name, Role, and Email.
  4. Upload the CSV file.
  5. Click Verify. The CSV file will be processed, and any errors will be shown on a feedback screen.
  1. Upon successful upload, the user will receive a confirmation email from the portal.
  2. If a user does not receive their invitation email, the Org admin can resend the invitation link from the User Management > Users section. Use the three-dot menu next to the user's name and select Resend Invitation. 

User Agreements / Terms & Conditions Acceptance for New Users

When a new user logs into LDO for the first time, they will be presented with three user agreements:
  1. Lenovo Software as a Service Cloud Agreement.
  2. Lenovo UDS Terms & Conditions (also available under User Account > Preferences).
  3. Lenovo Privacy Policy (also available under User Account > Preferences).
Each user must accept all three agreements by selecting the checkbox before gaining access to the LDO portal.

User Roles & Permissions

To access this information, click the User Permissions button in the top-right corner of the page.

The table lists each user role and its corresponding permissions for accessing specific functionalities in the LDO portal. Each role determines specific access levels and permissions, as outlined in the table.

Updating User Information

To manage user information, select a user to open their information tray:

User Info Tab

This tab displays contact details and other relevant information, including:
• First Name 
• Last Name 
• Role 
• Email 
• User Image (optional) 
• Reset MFA – Use this option if the user encounters authentication issues when attempting to log into the portal. 
• Creation and modification dates
Notes
If a role is changed, this update will automatically appear beneath the user’s name and applied throughout the portal. For example, an IT Admin will have access to fewer features than an Org Admin.


Activity History Tab

This tab shows a log of actions performed on user details. To export this log in CSV format, click the Export link.

Deleting Users Individually

To delete a user:
  1. Select the user
  2. Click the three-dot menu on the top right corner of the tray and select Delete.

Deleting Users in Bulk

To delete several users: 
  1. Select the check boxes for the corresponding users. 
  2. Click the Delete icon. 
  3. Click Yes to confirm.

Search Option 

Click the Search icon in the top right corner of the page to filter results by Name, Role, or Email. 

Importing and Exporting Results 

The More dropdown menu offers the following options: 
  1. Import: provides a CSV template for adding a detailed user list, which can then be imported into the portal. 
  2. Export: downloads a CSV file with current user information. 
  3. Import results: displays a history of previous imports and lets you download the detailed results. 

    • Related Articles

    • Managing Devices within TSFA

      To access devices within your organization's portal, navigate to Devices Manager > Devices. Device Table The Device Table provides regular information pertaining to each device, such as Device Name and Type, Serial Number, License, etc. It also ...

    • Creating and Managing User Groups

      Grouping users is helpful for managing a large number of users - typically by geography, department, or role. Creating User Groups Navigate to User Management > User Groups. Click the ✚ Create Group button. In the Add group screen, fill in the group ...

    • Creating Users

      Profiles define how users access views and data, as well as what actions they can perform within the platform. When creating a user, you assign a profile to them. After logging into Sepio for the first time, you can create a user profile for each new ...

    • ThinkShield Firmware Assurance Reference Documents

      Terms & Conditions including our Privacy Statement are available on the portal under Preferences. To access this information, click the arrow icon next to your name on the top right corner of the portal, then select Preferences.

    • User Types

      Sepio platform supports 3 roles: Administrator, Manager and User. Users with Administrator permissions are super-users and can perform any action within the platform. Managers have similar capabilities, but they are not allowed to create other ...