Lifecycle Insights
Welcome
Login
Sign up
Home
Solutions
Enter your search term here...
Search
New support ticket
Check ticket status
Knowledge base
Getting Started
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
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 - 2022 Q2 and Q3
Single Sign On
1
How to Configure and Use Single Sign On in LCI
Account Settings
User manager
3
Enabling Multifactor Authentication (MFA)
User manager
Designating Users as External 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
Security Groups
1
Creating Security Groups and Adding Users
App Settings
4
Updating Data Build Window in App Settings
Update Currencies
Update Site and Default MSP Logos
Managing the Operating System End of Life Settings
Integrations
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
2
IT Glue Integration
Writing back Purchase and Warranty Expiration Date to IT Glue
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)
Data manager
Add/Manage Companies
2
Add Companies
Import assets
Dashboard
Dashboard tiles
1
Dashboard Tiles
Asset List
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
User 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
Contracts
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
Budget Forecast
Create a budget
2
Create a budget forecast
Costs seem to be duplicated in budget
Business Review
Configure the Scheduler
1
Configure the Business Review Scheduler
Assessments
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
Asset Ad Hoc Reporting
Ad Hoc Report Builder
1
Ad Hoc Report Builder
Scheduler
Create a Schedule
1
Configure the Business Review Scheduler
Recommendations
Recommendation Tasks
4
How to create a Recommendation
Add Artifacts to a Recommendation
Recommendation Settings
Create Recommendation Templates
Workshops
Friday Workshops
50
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 50
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
Report Builder
Beta Access
1
Report Builder Introduction and Beta Information
Customer Success
Customer Success
0
Stack Manager
1
Create/Define your stack in Stack Manager
Client Detail
6
Customer Segments
Editing the Company Profile
Customer Health Metrics
Defining Stack Alignment
Customer Success Contracts
View all 6
Tickets
Ticket Reporting in Report Builder
1
Tickets in Report Builder
Syncing Tickets to your PSA
1
CW Manage Ticket Integration
Policies
Policies
4
Terms of Service
Privacy Policy
Cookie Policy
Acceptable Use Policy
Asset Insights Reports (AIR)
Asset Insights Reports (AIR)
1
Unlock all customers for AIR (Asset Insights Reports)
Help Desk Software
by Freshdesk Support Desk
