User Management & User Groups

To drive your BYOD strategy, it is very important to import your users to Scalefusion. This helps MobiLock to identify and authorize the employees of your company when they try to enroll and helps you to invite the user's using the MobiLock 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: 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, invite them and how to create the user groups.

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. Inviting the Users
  4. Viewing Enrolled Devices
  5. 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 Device & User Enrollment > User Management
  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. This is currently unused but in future you can use it with Eva Communication Suite for a unified contact book.
    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 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.

  1. Clicking on ADD, adds the user and the user starts appearing in the list as shown below.
  1. Once you have added the user's , 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.
The email field of a user can be edited until the user has not enrolled. Once they enroll, the Email can no longer be edited.

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 user's 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 Device & User Enrollment > User Management
  2. Click on UPLOAD CSV to view the upload CSV wizard. From this screen download the sample CSV first.

  1. 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 gives 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.
  2. 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.
You can upload as many CSV's you want one after the other. You can also use the Admin and Roles to choose which admins are allowed to do user management.

  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 Device & User Enrollment > User Management
  2. Click on Import Users > Import from O365

  1. If you are importing from O365 for the first time then you would have 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.
Consent on behalf of your Organization: You would see this checkbox, If you are an administrator for your Azure AD and you can this checkbox so that other Scalefusion administrators in your organization need not give the permissions and can import the users directly.

NOTE: If you are not an authorized Azure AD admin or do-not have enough privileges to Import users then you would see an error on this page. Please contact your admin so that you can get the required privileges for Azure AD first.
  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. You can search the users using their Name or Email
2. Scalefusion fetches the first hundred users, as you scroll down the list, Scalefusion will fetch more users and display.
  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

Inviting the Users

Once you have added the users, the next step is to invite them to enroll to Scalefusion. Follow the steps below to invite them to enroll.

You cannot invite the users until you have filled in the Organization Info and created a BYOD Profile and a QR Code configuration.
  1. Sign In to Scalefusion Dashboard and navigate to Device & User Enrollment > User Management
  2. To invite one user click on the Invite/Email action from the action menu in the user listing screen, to invite multiple users, click on the checkbox next to each one of them and then click on INVITE ALL button at the top of the page.

  1. You will be shown the Invite wizard which is of 3 sections,
    1. Select Config: First select the QR Code configuration that you have created earlier.
    2. Configure Email: Configure the Email template that will be sent out to the users. You can configure only the Welcome (top) and Thank You (bottom) notes of the email. Rest of the email is reserved for use by Scalefusion.
    3. Review Users: Review the users to which the invite will be sent, and click SEND

  1. The users will get an email from Scalefusion with the instructions on how to download and enroll into Scalefusion. Please refer to our Enrolling an Employee Owned Device guide to learn how the user experience would be.

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.

User Groups

Once you have added the user's, for better and easier management of users you can group them under User Groups. This gives you the flexibility to see all the devices of grouped users under one section. You can easily change the profile of a group and change the policies on all the devices at one-shot. Follow the steps below to create a group and add users,

  1. Sign In to Scalefusion Dashboard and navigate to Device Management > User Groups
  2. Click on CREATE NEW GROUP, give a name for your group and click SUBMIT. This will start the group creation wizard.
  3. This wizard has 3 sections as mentioned below,
    1. Select Users: First select all the users that you want to be a part of this group.
    2. Choose Android Profile: Select the Android BYOD Profile that you have created earlier. This profile will be applied to all the Android devices of the users in this group.
    3. Select Admins: Choose the Admins that will be managing this group on behalf of you.
  4. Click on CREATE USER GROUP button to complete the creation of group. Once the group is created it will be listed in the User Group listing page.

1. To view the users of the group click on View Details.2. In the Group Detail view, use ADD USERS to add new users to the group.3. In the Group Detail view, click on CHANGE to to change the BYOD Profile for all the users in this group.


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