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

See all 7 articles

Assessment Only 1

• Assessment only - manually add companies

Warranty Look-ups 1

• Dell Look-ups

Companies 1

• Select Your 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 1

• Product Roadmap

User manager 2

• Enabling Multifactor Authentication (MFA)
• User manager

Asset type policies 1

• Adding new or modifying asset types

Data Quality Settings 1

• Data Quality Settings

Subscription 1

• How do upgrade my subscription

Security Groups 1

• Creating Security Groups and Adding Users

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

See all 6 articles

IT Glue 2

• IT Glue Integration
• Writing back Purchase and Warranty Expiration Date to IT Glue

Syncro 4

• Sync your Syncro to Lifecycle Insights
• Syncro Purchase and Warranty Expiration Dates
• Syncro Tickets - API Security Requirements
• Supplement IT Glue with Syncro

Halo PSA 1

• Halo PSA

Liongard 1

• Liongard

Warranty Lookups 3

• Warranty Lookups
• Cisco Meraki
• Cisco Smart Net

Microsoft 365 3

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

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

Add/Manage Companies 2

• Add Companies
• Import assets

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 1

• Managing 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)

See all 7 articles

Create a budget 2

• Create a budget forecast
• 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 2

• How to build an assessment
• How to Import an Assessment Via CSV

Printing Assessments 2

• Printing / Downloading Options for Assessments
• Printing options

Scoring and weighting assessments 1

• Assessments scoring and weighting

Ad Hoc Report Builder 1

• Ad Hoc Report Builder

Create a Schedule 1

• Configure the Business Review Scheduler

Project Tasks 2

• How to create a Recommendation
• Add artifacts to a project

Friday Workshops 29

• User Reporting Workshop 10.2.2020
• Project Workshop 9.18.2020
• Business Review/Scheduler Workshop 10.09.2020
• MSP Reports Workshop 10.16.2020
• Contracts Workshop 10.23.2020

See all 29 articles

New to LCI 5

• New to LCI - Week 4 - Project
• 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 1

• Customer Success Beta Program

Ticket Reporting in Report Builder 1

• Tickets in Report Builder