Enterprise Deployment – Collaboration Cloud & Transcription

If Collaboration Cloud or NVivo Transcription have been purchased by an organization with an enterprise license agreement (ELA), the organization's ELA administrator is responsible for deployment to end users (they can assign other account administrators if required Organization User Roles).

NOTE  This topic is for ELA administrators deploying Collaboration Cloud and/or NVivo Transcription.
- If you are an ELA administrator deploying NVivo, see Enterprise Deployment – NVivo.
- If you purchased a non-enterprise multi-user NVivo license (multiple perpetual license), see Multi-User Licenses.

Seat distribution is carried out from the myLumivero portal. For each product you invite users with their email addresses. They must have personal myLumivero profiles to access the products. Details are provided below.

Assign or Unassign User Seats: Collaboration Cloud or NVivo Transcription

NOTE   Organization Owner or License Manager privileges are required to perform this action.

  1. Log into the myLumivero portal using your personal profile credentials.

  2. If you have more than one account, select the one used to buy the product with the licenses/subscriptions you want to assign.

  3. From the left navigation select NVivo -> Manage Licenses.

  4. Find the required license and click Manage Assignment.

    • To add a user, do the following:
      1. In the Assignments dialog, enter the end user's email address.

      2. Click Submit.

        The newly added user is displayed in the assignee list.

    • To add users in bulk via batch file, do the following:  
      1. Click Assign and Unassign with CSV.

        Upload CSV to add users dialog is displayed.

      2. Click Download template and save users-upload-template.csv to your computer.

      3. Open the file (in Excel, Notepad, or other suitable app).

      4. Add end-user email addresses to the first column (delete the samples in the file).

      5. Save the file and then drag it onto the dialog (or locate the file in a file management window).

      6. Click Assign.

      All invited users are listed on the page after you assign. You can:

      • View the number of seats allocated and remaining.

      • Download the list of assigned users by clicking the Download button.

  5. When you submit the email addresses the enterprise license is linked to personal myLumivero profiles for each end user:
    • If the end user already has a myLumivero profile (identified by the email address) this profile is used.
    • If the end user doesn’t have a myLumivero profile, a profile is automatically created for them (containing just their email address) and the license linked to this profile.
  6. End users receive an email to inform them that they have been given access to the product, with links to further instructions.
    • If the end user doesn’t already have a myLumivero profile, they also receive a ‘myNivo signup’ email to complete the profile stub created for them in the previous step. The email asks them to complete profile details, accept the Lumivero privacy policy and terms and conditions, and create a password.
  7. End users can now log into and use Collaboration Cloud or NVivo Transcription with their personal myLumivero profiles.

You can unassign a seat and redeploy it to another person. Click Unassign beside the person you want to remove from the license (this user can now no longer log into the module). The seat becomes available to assign to someone else.

Assign Transcription Credits

You can allocate specific transcription minutes/hours for users.

  1. Log into myLumivero (create a profile and account if you don't already have them—if you have multiple accounts linked to an existing profile, select the required account).

  2. On the Dashboard page, from the left navigation, select NVivo.

  3. Select Manage Transcriptions.

  4. Click Add User.

  5. In the Add User dialog, enter the email address of the user, and select the required minutes.

  6. Click Submit.

    The assigned minutes will be displayed in the Users section. You can also update the assigned minutes for a specific user by clicking the edit icon.