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.

Adding Users to an Organization

From the left navigation menu, go to User Management > Users > ✚ (Invite a User). You can invite users individually or in bulk by uploading a CSV file with the details of each invitee. 

Adding users individually (manually)

  1. In the Invite User screen, select Manual Invite tab.
  2. Enter the user First Name, Last Name, Email and select the User Role: IT Admin or Organization Admin.
  3. Click on Invite.
The invited user will receive an email invitation containing a link to sign in or create a Lenovo ID account using the same email address.
Only the Organization Admin can manage and configure users and user groups.



If a user loses their invitation email or does not receive it, you can resend the invitation by following these steps:
  1. Navigate to User Management > Users > Users Table.
  2. Select the user.
  3. In the User tray, click Re-send Invitation.

Adding users in bulk

  1. In the Invite User screen, select the Bulk Invite tab.
  2. Click on Download CSV template to download the CSV template.
  3. Populate the CSV file with required info for each user - First Name, Last Name, Role, and Email.
  4. Drop the CSV file or select Click to select file to upload.
  5. Click on Verify. The CSV file will be processed. If there are any errors, they will be displayed in a feedback screen. You will receive an e-mail confirmation from the portal when the upload is complete. 
If a user loses their invitation email or does not receive it, you can resend the invitation by following these steps:
  1. Navigate to User Management > Users > Users Table.
  2. Select the user.
  3. In the User tray, click Re-send Invitation.

User Agreements / Terms & Conditions Acceptance for New Users

When a new user logs into LDM 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 LDM portal.

Updating User Information

To manage user information, navigate to User Management > Users > Users Table. Select the user. The  User tray provides the following options:
User Info
  1. Update user’s information and contact details (First Name, Last Name, Email, User Role).
  2. Upload/update the user’s profile image.
  3. Reset MFA for the user in case of trouble authenticating to the portal during login.
  4. Delete user.
  5. Resend the invitation.

Activity History

Displays information detailing user activity. Activity history can be exported in CSV format.

Deleting Users

To delete user(s) from your organization:
  1. Select the user(s) you want to delete.
  2. Click on the Delete button and confirm the deletion.
To delete a user, you can also navigate to the User tray > User Info tab; click the three-dot menu on the top right corner, then click Delete.


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