User Management

To drive your BYOD strategy, it is very important to import your users to Scalefusion. This helps Scalefusion to identify and authorize the employees of your company when they try to enroll and helps you to invite the users using the Scalefusion Dashboard and keep track of the usage.

Scalefusion offers a simple User Management flow, primarily divided into two parts,

1. User Management: This section helps you add the users or import en-masse. You can set additional enrollment rules so as to get a fine-grain control on the deployment.
2. User Groups and Subgroups: This section, helps you group your users so that you can manage them easily and at one-shot rather than managing them individually.

In this guide, we will learn how to add users, import users using O365, import users using GSuite

Before You Begin

1. Make sure that you have a valid Scalefusion Dashboard account.
2. Have created a BYOD Profile and an Enrollment configuration for at-least one device OS type.
   1. Android:
      1. BYOD Profile
      2. Enrollment Configuration
   2. iOS:
      1. BYOD Profile
      2. Enrollment Configuration
   3. macOS:
      1. BYOD Profile
      2. Enrollment Configuration

User Management

At a high-level, Scalefusion's user management offers the following functionalities,

1. Adding a User
2. Importing Users in bulk
3. Bulk Update Imported / Added Users
4. Inviting the Users
5. Viewing Enrolled Devices
6. Deleting the User

Adding a User

Follow the steps below to start adding users to Scalefusion Dashboard.

1. Sign In to Scalefusion Dashboard and navigate to Enrollment Configurations > User Enrollment
2. Click on ADD USER to add one user using the add user wizard. The wizard offers you the following options,
   1. Username: Provide the username/display name for the user to be added.
   2. Email: Provide the email for the user. This is the email that the user will use to sign in to Scalefusion client on their devices.
   3. Phone Number: An optional field to provide the phone number and country code. This is currently unused but in future you can use it with Eva Communication Suite for a unified contact book. If you have configured SMS service provider settings to receive OTP over SMS for BYOD enrollments, then the OTP will go on the phone number you have entered in this field.
   4. Number Of Devices: Select how many devices the user can use to enroll. The default is 1, that is the user is restricted to using only one device. You can choose a range between 1-4 devices. If it is more than 4 then you can select Any.
   5. IMEI/SERIAL Number(s): This is an optional field and gives you the flexibility of pre-verification of devices from where they can enroll. If you are restricting the users to enroll in a given number of devices, that is 1 to 4, then you can go ahead and add the IMEI/Serial numbers that you want them to restrict to. For example you may want to allow the user to enroll from 2 devices, but have access to only one IMEI, then you can specify only one IMEI number. This would mean the user can enroll from 2 devices, out of which one has to be an exact match.
   6. Custom fields: Displays custom fields you have defined (if any) with their type. Add specific values for those fields.

      

1. Clicking on ADD, adds the user and the user starts appearing in the list as shown below.

   

2. Once you have added the users, you can go ahead and Invite them as described in our Inviting Users section below. You can use the Edit action from the action panel to edit the user information.

Importing Users in Bulk

To Import users in Bulk, Scalefusion provides two options. The options are,

Import Using CSV

For organizations which do-not use an IDP like Office 365, Instead of adding users one by one you can also choose to bulk import them using a csv file. To do so, follow the steps below,

1. Sign In to Scalefusion Dashboard and navigate to Enrollment Configurations > User Enrollment
2. Click on UPLOAD CSV to view the upload CSV wizard. From this screen download the sample CSV first.

   

3. The CSV has the following fields,
   1. username: Provide the username/display name for the user to be added.
   2. useremail: Provide the email for the user. This is the email that the user will use to sign in to Scalefusion client on their devices.
   3. phonenumber: An optional field to provide the phone number. This is currently unused but in future you can use it with Eva Communication Suite for a unified contact book.
   4. max_devices: Select how many devices the user can use to enroll. You can enter a value between 1-4 to give a fixed value or -1 to make it to any number of devices.
   5. device_id_1, device_id_2, device_id_3, device_id_4: These are optional fields and give you the flexibility of pre-verification of devices from where they can enroll. If you are restricting the users to enroll in a given number of devices, that is 1 to 4, then you can go ahead and add the IMEI/Serial numbers that you want them to restrict to. For example you may want to allow the user to enroll from 2 devices, but have access to only one IMEI, then you can specify only one IMEI number. This would mean the user can enroll from 2 devices, out of which one has to be an exact match.
4. Once you have added all the data to the CSV file, click on the UPLOAD CSV button in the upload wizard and upload the file. Once the CSV is verified, all the users start appearing in the list on Dashboard.

1. Once the users are added to the Scalefusion Dashboard, you can then Invite them to enroll their devices as described in the Inviting the Users section

Import Using Office 365

If you are using Office 365 to access the Scalefusion Dashboard, then you can Import users from your Azure AD. Please follow the steps below to import users,

1. Sign In to Scalefusion Dashboard and navigate to Enrollment Configurations > User Enrollment
2. Click on Import Users > Import from O365

1. If you are importing from O365 for the first time then you would have to authorize Scalefusion to import users from your Azure AD. Click on Authorize to complete the authorization.

1. You will be navigated to the Microsoft's permission page to grant the required permissions. Click Accept to complete the step.

1. If the permissions have been granted properly, then you will be redirected to Scalefusion Dashboard and the users in your organization will be listed. Select the users that you want to import at this point of time and click Import,

1. Once the users are imported, they will be listed in the User management screen. By default the users will be allowed to enroll 1 device. You can change the number of devices that they can enroll or add additional device identifiers using the Edit option in ACTIONS menu.

1. Once the users are added to the Scalefusion Dashboard, you can then Invite them to enroll their devices as described in the Inviting the Users section

Bulk Update Imported / Added Users

The admins can edit the information (like device ids, maximum devices) in bulk, of the users that have been imported or added on Scalefusion Dashboard. To bulk update, simply download the imported users list in CSV, make edits in the CSV and save it. Now upload the updated CSV again. Here are the steps:

1. In the upload CSV dialog click on Imported Users. This will populate two options:

• All Users: Downloads a CSV of all Users imported so far
• Users with no Devices: Downloads a CSV of only those users who have been imported on Dashboard but don’t have at-least one device enrolled

  

1. The downloaded CSV will contain list of users (as per selection) along with other related details like device ids, maximum devices.
2. Make edits to the list and save the csv file again. You can also add new users details
3. Once you have added all the data to the CSV file, upload the CSV file in the upload wizard by selecting Browse files.
4. When re-uploading, you will get a confirmation box displaying count of new users added (if any) and count of existing users who have already been imported. Click Confirm
   This completes the process of updating imported users in bulk.

Viewing Enrolled Devices

1. Once your users start enrolling their devices, you can see all their devices under Devices section. However if you want to precisely see the mapping of users and their devices then you can use the View action next to each user to get the details.

   

Deleting a User

1. To delete a user completely from your organization, use the Delete action from the action menu. This will not only delete the user, but delete all the work apps and the data from their enrolled devices and remove their devices from Dashboard.

   

2. If you just want to delete just one device of the user, then you can view the list of enrolled devices of that user and select the delete action. This would remove the work apps and all their data only on the selected device.

   

Importing GSuite / O365 User Groups and Subgroups

Admins can import their GSuite / O365 User groups and send invitations to the users to enroll their devices with G Suite / O365 account. To import:

1. Navigate to Device Management > User Groups
2. Click on the button Group Management and select Import Groups

1. This opens the Import Groups page which lists all the GSuite User groups and subgroups.
   For O365 users who are logged in with their O365 credentials, the Import Groups page would list all O365 User groups and subgroups
2. Select the groups / subgroups which have to be imported and click Import.

   

3. You will be redirected to User Groups page on dashboard and it will show the GSuite / O365 groups you have imported.

   

On GSuite / O365 User Groups, no additional actions can be performed through Scalefusion Dashboard

• Rename Group(s)
• Delete Group(s)
• Add / Remove Users
• Create Sub Group

Only Device Profile and Group Admin(s) can be added.

Sync Groups

Any actions that take place on user groups at GSuite's or Office 365 end (rename, delete etc.), to ensure that the changes reflect on Scalefusion dashboard so that both are in sync, Group Management > Sync Groups can be used.