The functionality to manage team members' credentials and multi-factor authentication (MFA) within Lifecycle Insights is no longer available. Administrators must utilize the ScalePad Hub to perform these actions.
Getting Started: Navigating to ScalePad Hub
Once signed in to the ScalePad Hub, you can:
- Create New Users: Send invitations to prospective team members to join the platform.
- Managing Multi-Factor Authentication for Your Own Account
- Managing Multi-Factor Authentication for Your Users: Enhance security by setting up MFA for additional members.
Managing product-level access is essential as it ensures that the right team members have the appropriate permissions to perform their roles. The following section walks you through granting product access and managing Lifecycle Manager permissions.
Accessing Member Permissions in Lifecycle Insights
To begin managing your team members, navigate to the User Manager section under Account Settings in Lifecycle Insights. Here, you see existing Lifecycle Insights users and their current permissions.
To add a new user to Lifecycle Insights, click the Add user access button located at the top of the page. This is where the process of granting access to Lifecycle Insights begins.
Users can be filtered via Internal and External users. External users are identified by the selection of the External checkbox.
External Users are limited by default, and by security group settings. External users cannot submit support tickets to Lifecycle Insights unless the permission is specified within the security group settings.
Important: By choosing Tenant Admin, you are enabling the user to add additional users, create assessment templates, and edit account settings. If you need to create a Security Group, see the Creating Security Groups article.
Granting Access to Lifecycle Insights
After clicking Add user access, a dialog box appears, enabling you to search for users within your organization who need access to Lifecycle Insights. You can search for users by name or email address. From the list, select the users who require access to Lifecycle Insights by selecting the boxes next to their names.
Only users who have accepted the invitation to the ScalePad Hub are available in the user list.
Assigning Security Groups to users
Once you've selected the users, the next step is to assign specific security groups within Lifecycle Insights. When managing a platform with multiple users, assigning appropriate access and permissions is crucial to maintaining security and operational efficiency. If you need to create a Security Group, see the Creating Security Groups article.
Confirming selections
Before finalizing, review the selected permissions for each user to ensure they align with their roles. Once you’re satisfied with the selections, click the Grant access for X users button to apply these settings.
Access Granted Confirmation
After granting access, a confirmation message will appear at the top of the page, indicating that access has been successfully granted to the selected users. The updated permissions will now be reflected in the Users list, where you can see newly assigned Security Groups to each user.
Editing users
If you're an account administrator, you can modify the assigned Security Group or set them for new members:
Name and email addresses are managed in the ScalePad Hub.
- Navigate to Account Settings > User Manager.
- Click the user's name you wish to edit.
- Modify the users' Security Group or click Revoke access.
- Revoke access is available directly from the Action column or in the User's profile.
- Click the Save button to apply the changes.
Understanding the Impact of Revoking Access
While ScalePad Hub centralizes user management and each product controls user access, this changes the notion of "deleting a user" from a product. Instead of fully removing a user account, you now remove a user’s access to a specific product, such as Lifecycle Insights.
When you revoke a member’s access to a specific product like Lifecycle Insights, they will be unable to access or perform any actions within that product until their access is reinstated. However, the member's account remains active within the ScalePad Hub, meaning they can still be utilized by other products, if applicable.
For any further guidance or detailed instructions, please refer to the specific support resources available within the ScalePad Hub or contact our support team.