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Lifecycle Manager: Account Setup & Integrations

Learn how to set up your integrations, add your team members, and personalize your account settings in Lifecycle Manager.

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About this course

Setting up your account and customizing your account’s settings is a critical foundation for your MSP’s success and will ensure that you have all the right tools, people, and processes in place to get the most out of everything Lifecycle Manager has to offer.

By the end of this course, you’ll be able to…

✓ Set up, connect, and configure your integrations

✓ Customize your account settings like branding, business type, and region

✓ Invite your team members and assign member permissions

✓ Set up your hardware replacement and warranty coverage settings

✓ Identify opportunities and strategies to maintain clean and accurate data

About this course

Setting up your account and customizing your account’s settings is a critical foundation for your MSP’s success and will ensure that you have all the right tools, people, and processes in place to get the most out of everything Lifecycle Manager has to offer.

By the end of this course, you’ll be able to…

✓ Set up, connect, and configure your integrations

✓ Customize your account settings like branding, business type, and region

✓ Invite your team members and assign member permissions

✓ Set up your hardware replacement and warranty coverage settings

✓ Identify opportunities and strategies to maintain clean and accurate data