Configure Self Service Portal settings

  1. On the menu sidebar, under SETTINGS, click Setup, and then click Self Service Portal.
    The Self Service Portal page is displayed.
  2. On the Configuration tab, configure the following settings:
    1. In the Maximum number of devices list, select the maximum number of devices a user can enroll through the Self Service Portal. This ensures that the number of available licenses is not exceeded.
    2. In the Device owner preselection list, select if new devices are classified as corporate or personal devices, and if the users are able to change this classification when they enroll their devices through the Self Service Portal. You can select one of the following settings:
      • no preselection: The owner field in the Self Service Portal is left blank. Users can select the device type.
      • corporate preselected: On the Self Service Portal, Corporate device is preselected. Users can change the setting to Personal device.
      • corporate fixed: Device type cannot be selected. Company is listed as owner.
      • personal preselected: On the Self Service Portal, Personal device is preselected. Users can change the setting to Corporate device.
      • personal fixed: Device type cannot be selected. Employee is listed as owner.
    3. Under Available functionality, select the functions that should be available for users of the Self Service Portal. The functions supported vary according to the device platform. See Available Self Service Portal settings.
  3. On the Terms of use tab, you configure a mobile policy, disclaimer or agreement text that is displayed as a first step when users enroll their devices. Users must accept the text to be able to continue.
    HTML formatting tags are supported for the text. The text will be displayed in the relevant browser accordingly.
  4. On the Post-install text tab, you configure text to be displayed on the Self Service Portal after automatic installation. This text can tell the user what must be done next, for example configuring the server in the iOS app or configuring the Android mail client.
    HTML formatting tags are supported for the text. The text will be displayed in your chosen browser accordingly.
  5. On the Group settings tab, you configure the group settings, for example, the device groups enrolled devices will be added to and the task bundle that will be transferred to the devices.
    Important: Because of the complexity of the group settings configuration, we recommend that you test device enrollment for different user groups before you roll out the settings to your actual users.
    1. Click Add.
      The Edit group settings page is displayed.
    2. Enter a Name for the Self Service Portal configuration group.
    3. In the Directory group field, enter the Self Service Portal Group you have defined in the internal user management or the external user management group with the full LDAP path or with wildcards. You can use an asterisk (*) as the first, the last or the only character in this field to specify several groups. For example: Enter Dev* to specify all group names that start with the string Dev. Enter * to specify all available groups.
    4. Select if the texts that are configured in the Terms of use and Post-install text tabs will be displayed.
    5. In columns Initial package - corporate device and Initial package - personal device, select the task bundle (for Android and iOS) or policy (for Windows Mobile and Windows Desktop) to be executed on corporate and personal devices.
    6. In column Active, select the platforms that should be available on the Self Service Portal.
      You must select an initial package before you can select a platform.
    7. In column Add to device group, select the group the device should be added to.
      Note: On the menu sidebar, a Default device group is available. If you have not defined your own device groups yet, you can add devices to this group. For further information, see Device groups.
    8. Click Apply.
  6. The Self Service Portal page is displayed. Click Save.
Note: As a super administrator, you can also define the default customer for the login of users at the Self Service Portal. For further information, see the Sophos Mobile Control super administrator guide. Note that this does not apply to Sophos Mobile Control as a Service. Super administrators are not supported in Sophos Mobile Control as a Service.