myLumivero PROFILES & 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.

ACCOUNT ADMINISTRATORS

Each myLumivero customer account has an '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.

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

Account administrators of enterprise license agreements (ELAs) are the people whose email addresses were used to set up the accounts. In the same way as for non-ELA purchases, ELA account administrators are automatically assigned end-user 'seats' for all products purchased. They can re-assign these seats if required.

ELA administrators can create other account administrators at two permission levels:

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

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

Manage ELA account administrators on the portal Manage Admins page, opened from the Dashboard page -> YOUR PRODUCTS -> NVivo -> Manage Admins.