Lifecycle Insights allows you to configure access to client users to view selected components.  Client users are configured as external users so they are not displayed as internal contacts within Our Contacts in Recommendations and Our Attendees in the Business Reviews.  Both of these list contacts that are found in User Manager (or in other words - contacts that can log into LCI).

Security Group Configuration Settings

In order to configure the external user access a new security group will be required to limit access to their specific company. 

Navigate to Account Settings from the navigation menu in LCI, and select the Security Groups tile.

You can copy and existing security group or click the Add New button to create a security group. 

You will need to assign a name to the new or copied security group.   

Do not allow access for Notifications, Onboarding, Edit Tenant Default Dashboard, Data Sync Manager, and Can Edit Security Group Dashboards.  These options should be left unchecked. 

Set the Impersonation option to "No, Do NOT Allow members of this group to impersonate".  

From the drop-down companies selector, check the appropriate company for the security group. 

Hint: Once setup, you can copy this group to easily create groups for other company access configurations.

In the Impersonations table, select the areas that you would like the users to access or view. 

You can set as read only or read/write. 

It is recommended that security groups created for external users should not grant access to the following areas:

Administration - No access to account or site settings, as these are global settings. 

Integrations - Do not allow external users to corrupt configured integration settings. 

Data Manager - External users should not be given access to add data to the system.

Help/Support - External users should contact your organization for support. 

Adding External Users

Client users are configured as external users so they are not displayed as internal contacts within Our Contacts in Recommendations and Our Attendees in the Business Reviews.  Both of these list include contacts that are found in User Manager (or in other words - contacts that can log into LCI).  External users are also unable to view the Business Review Standards or any listed Scores derived from these standards.  The Help widget is also disabled for external users.  

You can add, deactivate or modify users that can access Lifecycle Insights. You may also resend invitation links for users in the User Manger tile.

Click into Account Settings.

Choose the User Manager tile.

Add new user:

Click on "Add New User" near the top of the screen.

Enter the user details into the modal and click the "Click to Add and Send User Invitation Email" button. Select the appropriate security group for the user. 

Select the External checkbox if the user is an external user. 

Force SSO can be applied to external users.  Click Here for more information on the SSO feature.

(if SSO is enforced or used voluntarily at first login the Email Verified, and Self Registered checkboxes will not be marked as completed)  

Once you have created the user, you will see the "Active" button checked. 

The "Self Registered" and "Email Verified" will be empty. Once the user accepts their invite, the Self Registered box will be checked. After they verify their email, the Email Verified block will be checked.   

You can also see here if they have MFA enabled. (Click here for directions on how to enable MFA.)

Modify existing user or resend registration link.

Click on the user's name.

Edit the user info and click "Update User" button or click on the "Resend Registration Email" link.