Lifecycle Insights

vCIO 7

• Getting Started
• Add New Users
• Manage Asset Policies
• Warranty Lookups
• How to Fix Automate's Sync (Labtech) to Get Better Data Quality

View all 7

Assessment Only 1

• Assessment only - manually add companies

Warranty Look-ups 3

• Dell Look-ups
• Updating warranty data
• Add AIR to my subscription

Companies 2

• Select Your Companies
• Finding Companies

Asset status mapping 1

• Map your Asset Statuses

Asset Mapping 1

• Map your Asset Types

Write backs 1

• Warranty and Purchase Date Write Backs

Asset Cleanup 1

• Asset Cleanup (Day 2)

User List Cleanup 1

• User List Cleanup

Currency 1

• Change currencies

Syncro Bootcamp Workshops 0

Product Roadmap 2

• Product Roadmap - 2022 Q2 and Q3
• Release Notes July 11, 2022

Single Sign On 1

• How to Configure and Use Single Sign On in LCI

TimeZest 0

User manager 3

• Enabling Multifactor Authentication (MFA)
• User manager
• Designating Users as External Users

Security Groups 1

• Creating Security Groups and Adding Users

Asset type policies 1

• Adding new or modifying asset types

Data Quality Settings 1

• Data Quality Settings

Subscription 1

• How do upgrade my subscription

App Settings 6

• Updating Data Build Window in App Settings
• Update Currencies
• Update Site and Default MSP Logos
• Managing the Operating System End of Life Settings
• Updating Names and Date Formatting in App Settings

View all 6

Datto Autotask PSA 4

• Datto Autotask PSA Integration
• Autotask - Parent/Child Company Relationship
• Autotask Tickets - API Security Requirements
• Supplement IT Glue with Autotask

ConnectWise Manage 6

• ConnectWise Manage Integration
• Setting up ConnectWise Manage Writeback
• Connectwise Manage API Changes for Version 2020.4
• Connectwise Manage Agreements - API Security Requirements
• Connectwise Manage Tickets - API Security Requirements

View all 6

IT Glue 3

• IT Glue Integration
• Writing back Purchase and Warranty Expiration Date to IT Glue
• Importing IT Glue Flexible Asset Types

Syncro 6

• Sync your Syncro to Lifecycle Insights
• Syncro Purchase and Warranty Expiration Dates
• Syncro Tickets - API Security Requirements
• Supplement IT Glue with Syncro
• How to Create Custom Asset Types in Syncro

View all 6

Halo PSA 3

• Halo PSA
• Halo PSA Tickets - API Security Requirements
• Supplement IT Glue with Halo

Liongard 1

• Liongard

Warranty Lookups 3

• Warranty Lookups
• Cisco Meraki
• Cisco Smart Net

Microsoft 365 4

• Microsoft 365 Delegated Admin Setup
• Microsoft 365 Direct Configuration Setup
• Microsoft 365 Configuration Change
• Microsoft 365 Integration Troubleshooting

Security of your data 2

• What do you do with my data
• Data Security

Data Sync Manager 1

• Data Sync Manager

API Mappings 1

• Asset - LCI Field Mapping by Source

Changing Your Integration Source 1

• Change Your Primary Integration Source

Breach Secure Now 1

• Security Awareness Data: Breach Secure Now Integration

KnowBe4 1

• Security Awareness Data: KnowBe4 (Early Adopter)

TimeZest 0

Augmentt 1

• Augmentt Discover Integration

Add/Manage Companies 3

• Add Companies
• Import assets
• Import Assets via CSV File

Dashboard tiles 1

• Dashboard Tiles

Asset List reporting 1

• Asset List Reporting

Editing Assets 3

• Editing A Single Asset
• Editing Assets in Bulk
• Bulk assigning Assets to Contracts

Customize Your View 1

• Customize Your Columns in the Asset List

Adding users 2

• Upload users in CSV file
• Contact Type Exclusions

MS365 1

• My LCI user list does not match what is in MS365

User Reporting 2

• Managing the User List
• MS 365 Columns In the User List

Creating and Managing Contracts 7

• Create a Contract
• Importing Agreements from Connectwise Manage (CW Manage)
• Creating Contract Templates
• Importing Agreements from ConnectWise Manage (IT Glue)
• Importing Contracts from Autotask (Primary Integration -> ITGlue)

View all 7

Create a budget 2

• Budget Forecasts - Report Creating and Reporting Options
• Costs seem to be duplicated in budget

Configure the Scheduler 1

• Configure the Business Review Scheduler

Assessment Analytics 2

• Assessment Analytics
• How to Compare Assessment Analytics

Building Assessments 3

• How to Build an Assessment
• How to Import an Assessment Via CSV
• Assessment Events

Printing Assessments 2

• Printing / Downloading Options for Assessments
• Printing options

Scoring and weighting assessments 1

• Assessments scoring and weighting

Ad Hoc Report Builder 1

• Asset Ad Hoc Report Builder

Create a Schedule 1

• Configure the Business Review Scheduler

Recommendation Tasks 5

• How to create a Recommendation
• Add Artifacts to a Recommendation
• Recommendation Settings
• Create Recommendation Templates
• Managing Recommendation Templates

Friday Workshops 51

• Friday Office Hours 10.02.20 | Upload CSV User List, Aggregated Reporting
• Friday Office House 09.18.20 | Projects, Replace/Repurpose Assets, Adding Recurring Costs
• Friday Office Hours 10.09.20 | Business Review/Scheduler Workshop
• Friday Office Hours 10.16.20 | MSP Reports Workshop
• Friday Office Hours 10.23.20 | Contracts Workshop

View all 51

New to LCI 5

• New to LCI - Week 4 - Recommendations
• New to LCI - Week 2 Build a budget
• New to LCI - Week 3 - All about Assessments
• New to LCI - Week 1 - Data Clean up
• New to LCI - Welcome

Beta Access 1

• Report Builder Introduction and Beta Information

Customer Success 2

• Tickets as a metric in CS
• Customer Success and the CS Dashboard

Stack Manager 2

• Create/Define your stack in Stack Manager v2.0
• Stack Alignment Overview

Customer Detail 7

• Customer Detail - Company Profile
• Customer Health Metrics v2.0
• Customer Effort Metrics
• Customer Detail - Stack Alignment
• Customer Detail - Contracts

View all 7

Customer Segments 1

• Customer Segments v2.0

CS Account Settings 1

• Customer Success - Account Settings

Ticket Reporting in Report Builder 1

• Tickets in Report Builder

Syncing Tickets to your PSA 2

• CW Manage Ticket Integration
• Autotask Ticket Integration

Policies 4

• Terms of Service
• Privacy Policy
• Cookie Policy
• Acceptable Use Policy

Asset Insights Reports (AIR) 1

• Unlock all customers for AIR (Asset Insights Reports)

More Reports 3

• Microsoft Secure Score Integration
• More Reports Section Added To Lifecycle Insights
• Saaslio Reporting and Integration