Managing Users

Managing Users

Manage your organization's users by adding, updating, or removing accounts. You can add users individually or import multiple users at once using a properly formatted CSV file.

Inviting Users to the Organization

To add users to your organization, go to User Management > Users in the left navigation menu, and click the ✚ (Invite a User) button. From there, you can either invite users individually or upload a CSV file to add multiple users at once.

Adding Users Individually

  1. In the Invite User screen, go to the Manual Invite tab.
  2. Enter the following details for each user:
    1. First Name
    2. Last Name
    3. Email
    4. User Role (select it from the dropdown list)
  3. Click Invite.
The user will receive an email invitation with a link to sign in or create a Lenovo ID using the provided email address.

Adding Users in Bulk

  1. In the Invite User screen, go to the Bulk Invite tab. 
  2. Download the CSV template by clicking the Download CSV Template button. Fill in the CSV file with the required information for each user:
    1. First Name
    2. Last Name
    3. Role
    4. Email
  3. Upload the CSV file 
  4. Click Verify. The file will be processed, and any errors will be displayed on a feedback screen.
Upon successful upload, the user will receive a confirmation email from the portal.

After the organization is converted to a Managed Service Provider (MSP), additional roles become available: MSP Admin and MSP Technician.

User Roles & Permissions

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

The table displays each user role along with 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 edit user information, select a user to open their information tray. 

User Info Tab

This tab displays contact details and other relevant information, including:
  1. First Name 
  2. Last Name 
  3. Role
  4. Email
  5. User Image (optional)
  6. Reset MFA – Use this option if the user encounters authentication issues when logging into the portal.
  7. Creation and modification dates
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 the User
To delete the user, click the three-dot button in the top right corner of the tray and confirm the deletion.

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.

Deleting Users

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


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