myLumivero (NVivo 14 Mac)

myLumivero is an online account system for NVivo and its associated cloud modules: Collaboration Cloud and Transcription. Purchasers and most users of these products must have a myLumivero profile with a linked customer account (see myLumivero Profiles and Customer Accounts below).

NOTE  The login credentials you create for your myLumivero profile (also referred to as your 'Lumivero account') can be used for any Lumivero products, e.g Citavi.
You can also use two-step verification Two-Step Verification.

Use the myLumivero portal (https://my.lumivero.com/) to:

• Start a free trial of NVivo.
• Buy or renew subscriptions to NVivo and the NVivo modules. You can also buy Transcription credits.
• View your current subscriptions.
• Manage your myLumivero account, with access to view your purchase history and invoices, and set payment details.
• Enrol in training courses from NVivo Academy.
• Download NVivo software.

Also use the portal to assign NVivo licenses (or 'seats', for organization license purchases) or module subscriptions, for multi-user purchases:

• Manage non-organization multi-user licenses or subscriptions Multi-User Licenses (NVivo 14 Mac).
• Manage organization licenses for NVivo NVivo for Organizations (NVivo 14 Mac)
• Manage organization subscriptions for Collaboration Cloud and Transcription Organization Deployment – Collaboration Cloud & Transcription (NVivo 14 Mac)

See detailed instructions for using the myLumivero portal here myLumivero Portal (NVivo 14 Mac).

Sections below explain:

• what myLumivero profiles and accounts are and how they work myLumivero Profiles and Customer Accounts
• myLumivero account login in the NVivo app myLumivero (NVivo 14 Mac)

myLumivero Profiles and Customer Accounts

myLumivero profiles and customer accounts are closely related but different.

Profiles identify individual users or organizations, independent of their purchases or payment details. When you create a profile you must provide an email address (which cannot be changed), password, and first and last names, amongst some other details. The email address and password are your login credentials that you can use for all Lumivero products.

Customer accounts (often referred to just as 'accounts') include postal and billing addresses, details such as company name and business sector, and payment details. They are used to buy NVivo products.

Each profile must have at least one customer account linked to it, in order that the profile-holder can purchase or use any products. Users log into NVivo products with their profile credentials, but then identify an account with a valid license (or credits) for the product, in order to use it. If there is only one account linked to a profile then it is selected automatically. Similarly, users log into the myLumivero portal with their profile credentials, but can view information for different accounts linked to the profiles, selected in the bottom-left settings menu:

• Individuals who have purchased products for themselves have personal accounts with their personal business and payment details.

• Some individuals may not have purchased any NVivo products for themselves but have been assigned a license/seat to a product by their university or another individual. They use the university's or other person's account to use the product.

• Some individuals may have bought some products with personal accounts and been assigned license/seats to other products by their university or other people. These individuals must select which account to use whenever they log into a product, and need to change accounts when they switch between products.

Organization User Roles

Each myLumivero customer account has an 'Organization Owner Previously called "account administrator"' who can access the account in the myLumivero portal. There, they can manage account details such as address and payment details, and assign end users for products bought under the account Assign or Unassign Licenses or Subscriptions. Organization Owners have full access to all features and settings.

For purchases of up to 9 licenses/subscriptions the purchaser is the Organization Owner. They are automatically assigned end-user rights to any products bought under the account, but they can transfer these to other people if required.

Organization Owners are the people whose email addresses were used to set up the accounts. In the same way as for non-organization license purchases, Organization Owners are automatically assigned end-user 'seats' for all products purchased. They can re-assign these seats if required.

Organization Owners can create other users at three permission levels:

• User Managers: have full rights to edit account details (including payment details) and assign end-users. They can add and remove other administrators—except the original Organization Owner (they cannot be removed from the account).

• License Managers: can access the account on the myLumivero portal to manage product seat-assignment only—they cannot change account details or create or remove other administrators.

• Billing Managers: can access myLumivero portal to view and manage purchases and invoices.

Manage users on the portal by accessing the My Organization option from the left sidebar.