Project Management

How do I create a project?

Projects can be created by users controlling the master account as well as sub users.

1. Go to lyve.seagate.com and sign in. Enter a verification code to continue to Lyve Management Portal.
2. Click Projects in the navigation bar.
3. Click Add Project.

Two types of service plans are available:

• Data Transfer as a Service—Provides effortless data movement and flexibility. See Creating a Data Transfer as a Service project.
• Systems Leasing—Provides reliable storage nodes on a leasing basis. See Creating a Systems Leasing project.

Creating a Data Transfer as a Service project

1. On the Select Service Plan page, click Data Transfer as a Service.
2. Select a rate plan:

Annual Plan—Offers additional discounts and benefits with a 12-month commitment.
Project Plan—Offers flexibility for short-term projects. Billed monthly and prorated daily.

Click Continue.

3. Add items to your shopping cart by clicking the Plus (+) icon or entering a quantity to the field below a product.

Click Continue.

4. Select the RAID level for each Mobile Array in your order. RAID options are RAID 0 and RAID 5 (default).

Click Continue.

5. Fill in project details:
• Project name
• Project start and end date
• Contact information
• Shipping information

Click Continue.

6. Review your rate plan, project details, shipping address, and contact information. If you have a valid promo code, enter it in the order summary section.

7. Submit your order or request a quote from Seagate.

Creating a Systems Leasing project

1. On the Select Service Plan page, select Systems Leasing and click Continue.
2. Add items to your shopping cart by clicking the Plus (+) icon or entering a quantity to the field below a product. Click Continue.

 Professional installation services are available. Check the sidebar for more information.

3. Fill in project details:
• Project name
• Project start date
• Shipping information

Click Continue.

4. Review your project details and shipping information. If you have a valid promo code, enter it in the order summary section.

5. Upload proof of insurance. Accepted file formats: docx, doc, pdf.

6. Submit your order or request a quote from Seagate.

How do I register a deal?

Solution Providers can register a deal with Seagate. For more information, see the following Deal Registration FAQ.

Deal registration qualifications

To qualify for deal registration, one of the following conditions must be met:

• The order contains 5 or more storage devices (accessories are not included in this count), OR:
• The order exceeds a minimum of $7,000 USD.

Register a deal

To register a deal:

1. Follow the steps to create a project.
2. When adding devices, ensure that one of the qualifying conditions is met.
3. On the Review Your Project page, scroll down to the Deal Registration section and check the Deal Registration checkbox.

4. Click Request Quote. 

Deal Status

Once the quote is requested, Seagate begins the deal registration approval process. The status of the deal can be tracked on the Projects page in Lyve Management Portal. Until the deal is approved by Seagate, the status displayed will be Deal Registered. The status will update accordingly when the deal is approved or declined.

For a project to qualify as a registered deal, it must be both approved by Seagate and then converted to an order within 90 days of submitting the deal registration request. A deal will expire 90 days after you've submitted it for review, even if the deal has been approved. Contact your Lyve Sales representative to request an extension and resubmit the deal for approval. If you don't know who is your Lyve Sales representative, contact LyveMobilePartnerSuccess@seagate.com.

Once a deal is converted to an order, it will show up in Lyve Management Portal as a project and can no longer expire.

How do I modify a project/deal registration?

Modify a project after requesting a quote

If you've requested a quote for a project, you can modify the project and resubmit it up until the quote has been processed by Seagate.

1. Go to lyve.seagate.com and sign in. Enter a verification code to continue to Lyve Management Portal.
2. Click Projects in the navigation bar.
3. Click on a project.
4. Click Modify Project.

5. Edit the information.
6. To resubmit the quote for review, click the click here link.

Modify a deal registration

If you've requested a deal registration, you can modify it and resubmit it for review at any point up until it's converted to an order, regardless of the deal’s status.

1. Go to lyve.seagate.com and sign in. Enter a verification code to continue to Lyve Management Portal.
2. Click Projects in the navigation bar.
3. Click on a deal registration.

4. Click Modify Deal.

5. Edit the information.
6. Click Request Quote.

How do I add a device to a project?

Devices can be added to a project by users with access to the master account as well as sub users.

1. Go to lyve.seagate.com and sign in. Enter a verification code to continue to Lyve Management Portal.
2. Click Projects in the navigation bar.
3. Click on a project to go to the Project Details page.

4. Using the Manage Project dropdown menu, select Add Devices.

Note that devices can also be added by selecting Add Devices from the Manage Devices dropdown menu.

5. Add items to your shopping cart by clicking the Plus (+) icon or entering a quantity to the field below a product.

Click Continue.

6. Enter your shipping details and click Continue.

7. Review your project details and shipping information.

8. Submit your order or request a quote from Seagate.

How do I manage users in my account?

Add a new account user

1. Go to lyve.seagate.com and sign in. Enter a verification code to continue to Lyve Management Portal.
2. Click User Management in the navigation bar.
3. Click on the Quick Action dropdown menu and select Add User. Alternatively, click Add User in one of the user role descriptions.

4. Add new user details:
• First name
• Last name
• Email address
• Phone
• User role
5. Click checkboxes to assign the user to active projects, and then click Save.

6. Click Back to User Management.

Edit an account user

1. Go to lyve.seagate.com and sign in. Enter a verification code to continue to Lyve Management Portal.
2. Click User Management in the navigation bar.
3. Scroll down to the Users section where you can view the name, email address, role, and status of users associated with the project. Click on the Edit icon next to a user.

4. Edit user details and project assignments, and then click Save.

5. Click Return to User Management.

Deactivate an account user

1. Go to lyve.seagate.com and sign in. Enter a verification code to continue to Lyve Management Portal.
2. Click User Management in the navigation bar.
3. Click on the Quick Action dropdown menu and click View All Users.

4. Click checkboxes to select one or more users.
5. Click on the Action dropdown menu and select Deactivate.

6. Confirm that you want to deactivate the user(s).

Delete an account user

1. Go to lyve.seagate.com and sign in. Enter a verification code to continue to Lyve Management Portal.
2. Click User Management in the navigation bar.
3. Click on the Quick Action dropdown menu and click View All Users.

4. Click checkboxes to select one or more users.
5. Click on the Action dropdown menu and select Delete.

6. Confirm that you want to delete the user.

How do I manage users for a specific project?

Add a user to a project

1. Go to lyve.seagate.com and sign in. Enter a verification code to continue to Lyve Management Portal.
2. Click Projects in the navigation bar.
3. Click on a project to go to the Project Details page.

4. Scroll down to the Users section where you can view the name, email address, role, and status of users associated with the project. Click on Manage Users dropdown and select Add Users.

The Add Users form appears:

5. Enter an email address into the search bar and click on the Search icon to look for an existing user in the system. Alternatively, click Add New User to create a new user. You'll need the following details:
• First name
• Last name
• Email address
• Phone
• User role
6. Click Save.

Remove a user from a project

1. Go to lyve.seagate.com and sign in. Enter a verification code to continue to Lyve Management Portal.
2. Click Projects in the navigation bar.
3. Click on a project to go to the Project Details page.

4. Scroll down to the Users section where you can view the name, email address, role, and status of users associated with the project. Click on Manage Users dropdown and select Remove Users.

5. On the Project Users page, click checkboxes to select users you want to remove from the project.

Click Remove Users.

How do I return a device?

1. Go to lyve.seagate.com and sign in. Enter a verification code to continue to Lyve Management Portal.
2. Click Projects in the navigation bar.
3. Click on a project to go to the Project Details page.

4. Using the Manage Project dropdown menu, select Return Devices.

Note that devices can also be returned by selecting Return Devices from the Manage Devices dropdown menu.

5. Click checkboxes to select the device(s) you would like to return, and then click Return.

6. Select the type of return you would like to make. If exchanging products, please provide a reason for the exchange.

7. Click Return to submit your request. If the return request is successful, a dialog will display your RMA number.

8. Check your email inbox for a message confirming your return request. The message contains the following items you'll need to return your device(s):
   • A link for printing a prepaid return shipping label
   • Shipping and packing instructions
9. Print out the shipping label and follow the shipping and packing instructions provided in the email.