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 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 permissions related to managing account members, payment methods, credit applications, billing and payment records, and other account details.

Pricing Permission	Member is allowed to
Manage Account Members	View the Account Members page. Invite people to join the account. Edit account member permissions. Remove members from the account.
Apply for Credit	Apply for subscription credit lines. View credit application banners and messages.
Manage Payment Methods	View the 'Payment Methods' section of the Payments page. Add/remove payment methods. Change payment methods.
Manage Orgs	Access and view the Org Settings page. Add Orgs. Add Org admins. Enable/disable available subscription types in Org. Require subscription approvals. Enable/disable pricing visibility.
Access Billing & Payments	View invoices. View payments.
Manage Account Info	View the Account Overview page. Edit the company name and business address on the Account Overview page. Request an account type change.

Add account members

To add account members:

On the Home page, select your username in the upper right corner of the page, and then select Account & Billing.

Select Account Members in the sidebar.

Select the + Member button in the upper right corner of the page.

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 account member permissions

To edit an existing account member's permissions:

On the Home page, select your username in the upper right corner of the page, and then select Account & Billing.
Select Account Members in the sidebar.
In the 'Account Members' list, locate 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 members from the account:

On the Home page, select your username in the upper right corner of the page, and then select Account & Billing.
Select Account Members in the sidebar.
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 access and creating and approving subscriptions.

Pricing Permission	Member is allowed to
Basic Member	Required permission for any Org member.
Manage Org Members	Invite people to join the Org. Edit Org member permissions. Remove members from the Org.
Create Lyve Mobile Subscriptions	Create Lyve Mobile subscriptions.
Create Lyve Cloud Subscriptions	Create Lyve Cloud subscriptions.
Create Lyve Systems Leasing Subscriptions	(Coming soon) Create Lyve Systems Leasing subscriptions.
Subscription Approver	Approve pending subscriptions made by other Org members. (Only applies if the Org requires subscription approvals.)

Add Org members

To add Org members:

On the Home page, select Org Members in the sidebar.

Select the + Member button in the upper right corner of the page.

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 Members in the sidebar.
In the 'Org Members' list, 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 Org members

To remove a member from the Org:

On the Home page, select Org Members in the sidebar.
In the 'Org Members' list, select 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 subscription members

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

Pricing Permission	Member is allowed to
Manage Subscription Users	View the Subscription Members page. Add existing Org members to the subscription. Edit subscription member permissions. Remove members from the subscription.
Request Returns	View 'Return Devices' options for devices. Initiate device returns. See Device Management.
Manage Security	View Security options for the Lyve Mobile subscription. View Tokens page and Software Unlockers page. Create Lyve Token files for hardware unlockers/software unlockers. See Security Management.
Add Device/Service	Order new devices on an existing subscription. Add Cloud Import to existing monthly subscriptions. See Device Management.
Manage Import Plans	View import plan pages for subscriptions with a Cloud Import plan. Configure cloud destinations. Manage cloud credentials. Manage shipments. See Create a Lyve Mobile subscription.

Add subscription members

To add subscription members:

On the Home page, select the subscription name in the 'Lyve Subscriptions' list.

(Alternatively, select the More icon in the 'Action' column, and then select View Subscription.)

In the sidebar, select Subscription Members.

Select the + Member button in the upper right corner of the page.

If necessary, use the search field to filter the user list by names. Select the checkbox next to the user you want to add.

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 the subscription name in the 'Lyve Subscriptions' list.
In the sidebar, select Subscription Members.
In the 'Subscription Members' list, select the member whose permissions you want to edit. Select the More icon in the 'Action' column, and then select Edit Permissions.
Add or remove permissions as needed.

Remove subscription members

To remove members from the subscription:

On the Home page, select the subscription name in the 'Lyve Subscriptions' list.
In the sidebar, select Subscription Members.
In the 'Subscription Members' list, select 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.

Note—Removing a subscription member does not remove them from the Org.