User Guide

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LDI MSP User Guide

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Summary of content (11 pages)

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LDI MSP User Guide Copyright/Disclaimer Copyright © 2022, Lenovo. All rights reserved. This document contains proprietary information of Lenovo that is protected by copyright and other intellectual property law which restricts its usage. The content in this document is subject to change without notice. If you find any issues in the documentation, please report to us in writing. Lenovo gives no representations or warranties of any kind regarding its content, including accuracy or completeness.
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Contents 1 Overview ................................................................................................................... 4 2 Organization & User Management ............................................................................. 5 3 2.1 Setup Your Organization as an MSP ............................................................................ 5 2.2 MSP User Role Types ................................................................................................... 5 2.
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Overview 1 Overview The Managed Service Provider (MSP) features allow IT Administrators and Engineers to provide proactive and remote management for their end customers’ devices leveraging full features of LDI software. You can create parent-child organizations’ hierarchy and hence provides multi-tenancy support. If you convert your organization to a Managed Service Provider (MSP) organization, then you can create many child organizations within your organization to manage them.
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2 Organization & User Management 2.1 Setup Your Organization as an MSP When your organization's portal is created, a single administrative account is also created. The IT Owner of Lenovo at the time of sale receives a notification email regarding access grant to your organization. Click the link received in the email to log in to LDI as an LDI Administrator. To set up your organization as MSP: 1. Click on your user icon and navigate to Organization Settings → Features. 2. Click Convert to MSP.
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Note: MSP Admin has all the access privileges to view, edit, and modify the parent and child organizations but the MSP Technician has access privileges to only those child organizations that MSP Admin has granted. 2.3 Create a Managed Organization To manage users and devices of your end customer organization, create a managed organization in the portal. To create a new managed organization: 1. Select Managed Organizations. 2. 3. 4. 5. Click . Enter all the required information. Click Continue.
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6. Click Submit. A new managed organization is created in Pending status and selected MSP Technician user(s) are assigned to this organization. Managed organization becomes active once new licenses are assigned to it by MSP admin. An email notification is sent to the user informing that she/he has been assigned to the managed organization. Note: Steps to assign users during creation is optional and can be performed separately after an organization is created. 2.
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2.5 Switch Between Managed Organizations To switch between your managed organizations data, use the organization drop-down selector which is present on: • Dashboard • Reports • Device Manager • Users Manager • Support Tickets • Help & Resources Select My Organization option in the drop-down list to return to your MSP Organization. 2.6 Delete a Managed Organization Note: You cannot delete an MSP if there are devices with active licenses assigned to them.
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3 License Management 3.1 View Licenses at MSP Organization Level You can view a set of licenses available at the MSP organization level. Such licenses can be distributed among MSP’s managed organizations and their devices or users. To view the list of licenses: 1. Navigate to Licenses. 2. In the Organization drop-down list, select your MSP organization. All licenses of your organization are displayed in the page. 3.
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An email notification is sent to the assigned MSP Technician(s) that new licenses are added. 3.3 Reverse License Transfer from a Managed Organization You can transfer licenses back from a managed organization to its parent MSP organization. To transfer licenses back to MSP: 1. Navigate to Licenses. 2. In the organization drop-down list, select necessary managed organization. 3. Click Transfer. Copyright © 2022 Lenovo. All rights reserved.