Lyve Management Portal User Manual

Lyve Management Portal

Welcome
- Features
Lyve Products and Services
Getting Started
Account and Billing Management
Multi-Account Management
Org Management
Membership Management
Lyve Mobile Subscriptions
Lyve Cloud Subscriptions
Lyve Cloud Deployment Management
Lyve Systems Leasing Subscriptions
Device Management
Security Management
Lyve Support Center

Membership Management

There are three levels of permissions that can be granted to members in Lyve Management Portal:

Billing account
Org
Subscription

Manage billing account members

At the billing account level, members can be given access and permissions related to their role in the account.

Role	Access/Permissions
Account Owner	Control all aspects of the account. Cannot be removed or changed by any other user. Only one account owner exists per account.
Org Manager	Access all current and future Orgs in the account. Create and manage Orgs in the account. Manage the Org Settings page, such as enable/disable available subscription types, require subscription approvals, and enable/disable pricing visibility. Add Org admins. Invite people to join an Org. Remove members from an Org. Edit Org member permissions (except for other Org managers).
Billing & Payments Manager	Access and manage an account’s billing and payment settings. View and update credit card information. Access invoices and payment history. Add/remove/change payment methods. Apply for credit lines. View credit application banners and messages.
Subscription Manager	Access all subscriptions in the account. Manage subscription settings, create deployments, and manage tokens for any of subscription in the account. Invite people to a join subscription. Remove members from a subscription. Edit subscription member permissions.
Member Manager	Invite people to join the account. Remove members from the account. Edit account member permissions (except for the account owner).

Add account members

To add account members:

On the Home page, select Account in the sidebar.

lc3-sidebar-account-billing-01

Select Account Members.

account-members-01

Select the + Member above the Account Members list.

Enter the member's first name, last name, and email address.
Select the permissions you want to grant to the member.
Select Add Member.

View an account member's Org and subscription memberships

To view memberships:

On the Home page, select Account in the sidebar.
Select Account Members.
Select the member whose Org membership you want to view. If necessary, use the controls below the list to view more members. To find a specific member, enter a name in the search field.

Edit account member permissions

To edit an existing account member's permissions:

On the Home page, select Account in the sidebar.
Select Account Members.
Select the member whose permissions you want to edit.
Select the More icon in the 'Actions' column, and then select Edit Permissions.
Add or remove permissions as needed.

Remove account members

To remove a member from the account:

On the Home page, select Account in the sidebar.
Select Account Members.
Select the member whose permissions you want to edit.
In the 'Account Members' list, locate the member you want to remove. Select the More icon in the 'Actions' column, and then select Remove Member.
In the dialog, select Remove Member to confirm.

Manage Org members

At the Org level, members can be given permissions related to managing Org settings and creating subscriptions.

Role	Access/Permissions
Org Admin	Inherits all permissions in an Org. Access all subscriptions in an Org. Cannot modify permissions of other Org admins.
Subscription Creator	Create new subscriptions in the Org. Access self-created subscriptions. Manage self-created subscription settings.
Member Manager	Invite people to join the Org. Remove members from the Org. Edit Org member permissions (except for Org admins). Promote members to Org admins.
Member	View subscriptions (if added as a subscription member).

Add Org members

To add Org members:

On the Home page, select Orgs in the sidebar.

Select an Org from the list.
Select Org Settings in the sidebar.
Select the + Org Member button above the Org list.

Enter the member's first name, last name, and email address.
Select the permissions you want to grant to the member.
Select the Send Invite button.

Edit Org member permissions

To edit an existing Org member's permissions:

On the Home page, select Org in the sidebar.
Select an Org from the list.
Select Org Settings from the sidebar.
Select Org Members.
In the 'Org Members' list, select the member whose permissions you want to edit.
Add or remove permissions as needed. Select an Org from the 'Org Memberships' list to edit Org-specific permissions, or select a subscription from the 'Subscription Memberships' list to edit subscription-specific permissions.

Remove Org members

To remove a member from the Org:

On the Home page, select Org in the sidebar.
Select an Org from the list.
Select Org Settings from the sidebar.
Select Org Members.
In the 'Org Members' list, select the member you want to remove.
In the 'Org Memberships' list, select the Org you want the member removed from.
Select Remove from Org.
In the dialog, select Remove Member to confirm.

Manage subscription members

At the subscription level, members can be given permissions related to devices, device security, import plans, deployments, and managing subscription access.

Role	Access/Permissions
Member Manager	View the Subscription Members page. Add existing Org members to the subscription. Remove members from the subscription. Edit subscription member permissions.
Equipment & Service Manager	View the Devices page. View the Import Plans page for subscriptions with a Cloud Import plan. Manage cloud import services. Manage import credentials and confirmations. Add and remove devices. Initiate device returns. See Device Management.
Settings & Security Manager	View the Settings page. View the Security page for the Lyve Mobile subscription. View Tokens page and Software Unlockers page. Create and manage tokens. Manage security settings for mobile services. See Security Management.
Deployment Manager	View the Deployment Settings page. Create and manage deployments. View deployment details. Launch deployment console. See Lyve Cloud Deployment Management.
Member	View Subscription Details page.

Add subscription members

To add subscription members:

On the Home page, select Subscriptions in the sidebar.

lc3-sidebar-subscriptions-01

Select a subscription from the list. If necessary, use the controls below the list to view more subscriptions. To find a specific member, enter a name in the search field.
Select Subscription Settings in the sidebar.
Select Subscription members.
Select + Member above the Subscription Members list.

Select the checkbox next to the member you want to add to the subscription. If necessary, use the controls below the list to view more members. To find a specific member, enter a name in the search field.

You can only add someone who is already an Org member. If the person does not appear in the list, go to the Org Member page and add them.

Select the permissions you want to grant to the member.
Select the Add Member(s) button.

Edit subscription member permissions

To edit an existing subscription member's permissions:

On the Home page, select Subscriptions in the sidebar.
Select a subscription from the list.
Select Subscription Settings in the sidebar.
Select Subscription members.
In the 'Subscription Members' list, select the member whose permissions you want to edit.
Add or remove permissions as needed. Select a subscription from the 'Subscription Memberships' list to edit subscription-specific permissions.

Remove subscription members

To remove members from the subscription:

On the Home page, select Subscriptions in the sidebar.
Select a subscription from the list.
Select Subscription Settings in the sidebar.
Select Subscription members.
In the 'Subscription Members' list, select the member you want to remove.
From the 'Subscription Memberships' list, select the subscription that you want to remove the subscription member from.
In the dialog, select Remove Member to confirm.

Click here to access an up-to-date online versionof this document. You will also find the most recent content as well as expandable illustrations, easier navigation, and search capability.