Knowledge Base ​ > ​ ​Dashboard ​ > ​ ​Setup & Utilities ​ > ​ ​User Management ​ > ​   User Enrollment

User Enrollment

Updated 2 years ago by Shally Maheshwari

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

Below is an explanation of how to invite users to enroll their devices along with settings that allow users to enroll the devices directly by logging in to their respective Identity Providers.

Prerequisite

  1. Users should be added / imported to Scalefusion Dashboard

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 Enrollment Configurations > User Enrollment
  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.
      Choose Platforms: Based on the QR Code configurations you have created, the platforms are displayed. Select the platforms to which the email has to be sent.
      If the settings to enforce users to sign in with GSuite / O365 / Okta / PingOne are enabled, at the time of enrollment users would be asked to authenticate and Sign In using their respective Identity Provider's credentials to begin the enrollment instead of verifying via OTP.
    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.
Users can also be invited from QR Code Configurations section. Navigate to Enrollment Configurations > QR Code Configurations, select the BYOD configuration and click on Invite Users button

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.

Enrollment Settings

By configuring these settings, the users at the time of enrollment on their devices can be authenticated by signing in with their respective Identity Provider's credentials instead of verifying via OTP. The settings are explained below:

These Settings are available only to users who sign in with their GSuite organization id, O365 account or SAML SSO credentials.

GSuite / O365 users

  1. On Scalefusion Dashboard, navigate to Enrollment Configurations > User Enrollment
  2. Click on Settings button
    Only subscribers to Legacy and New Enterprise Plan can access Settings. Rest of them will get an option to upgrade.
  1. The User Management Settings dialog box opens

Setting

Description

Enforce users to Sign-In using GSuite / O365

By default this toggle is set to OFF. If set to ON users will be asked to sign in using their GSuite credentials.

O365 users will be asked to sign in with their O365 credentials

Select Sync duration for User Group changes

With this setting, you can configure the duration (in days) in which changes like user addition, deletion and group switch made on Gsuite/O365 portal should be synced automatically with Scalefusion dashboard.

By default it is set to 2 days. You can choose from 1 to 5 days.

Send Automatic Invite Emails for Imported users

Sends automatic invite emails to any newly imported users to any user group. By default this is OFF.

A QR code associated with the User Group containing profiles for some/all platforms should be created/present beforehand.

Automatically Remove Management/Policies on Deleted Users

When enabled, this removes all user management policies from user's devices when Scalefusion detects that user(s) have been deleted. In other words, deleting a user from portal will delete management from device as well and on dashboard, device will show as unmanaged.

if this flag is enabled, during save, it will ask admin to enter the PIN.

  1. After configuring, click Save

SAML users

For users signed in with SAML credentials (Okta or PingOne), following Settings are configurable:

  1. Enforce users to sign in using SAML SSO credentials to begin enrollment of devices.
  2. Allow OTP Based Fallback on Android devices: Allows OTP based enrollment on devices where there are issues during authentication via IdP/SAML either due to lack of compatible browser or the user forgetting their credentials.

Enrolling Devices

Once invitation is sent from Scalefusion Dashboard, the users will get an email from Scalefusion with the instructions on how to download and enroll their devices into Scalefusion. Please refer to the following guides to learn how user(s) can enroll their devices:

  1. Android
  2. Windows
  3. iOS
  4. Mac

How did we do?

Powered by HelpDocs (opens in a new tab)