Create Self Service Portal configurations

With a Self Service Portal configuration, you configure the types of devices that users can enroll, the enrollment details, and the device actions they can perform in Sophos Mobile Self Service Portal.

You can use different configurations for different users. To do so, add users to a user group and associate the group with a configuration. You can find details on user groups in related information.

If a user belongs to several groups associated with Self Service Portal configurations, the configuration with the highest priority applies.

Warning Because of the complexity of Self Service Portal configurations, we recommend that you test device enrollment for different user groups before you roll out the settings to your actual users.

To create a Self Service Portal configuration, do as follows:

  1. On the menu sidebar, under SETTINGS, select Setup > Self Service Portal.
  2. Select Enrollment texts and configure texts that are displayed before and after the enrollment.
  3. On the Self Service Portal configurations page, select Create to create a configuration.
    You can create several configurations and assign these to different user groups.
  4. Configure the following settings:
    OptionDescription

    Name

    The name of the configuration.

    In Sophos Mobile Self Service Portal, users select a configuration by this name.

    User groups

    Select Add and then enter a user group. The configuration applies to all members of that group.

    You can add more than one user group to a configuration, but you can’t add the same user group to different configurations.

    Maximum number of devices

    The maximum number of devices a user can enroll in Sophos Mobile Self Service Portal.

    Actions

    Select Show and then select the management actions a user can perform in Sophos Mobile Self Service Portal.

    For details of actions supported by a device platform, see Available Sophos Mobile Self Service Portal actions.

  5. Select Add and then a device platform.
  6. In the Configure platform settings dialog, configure the following settings:
    OptionDescription

    Display name

    The name of the platform settings.

    In Sophos Mobile Self Service Portal, users select an enrollment type by this name.

    Description

    A description of the platform settings.

    Users see this description in Sophos Mobile Self Service Portal next to the name.

    Owner

    The owner mode (corporate or personal) of devices enrolled with this configuration.

    Device group

    The device group that Sophos Mobile assigns to the device.

    Enrollment package

    The task bundle (for Android, iOS, and macOS) or policy (for Windows) that Sophos Mobile sends to the device.

    Terms of use

    The text to be displayed in Sophos Mobile Self Service Portal before the enrollment.

    Leave this field empty to show no text.

    Users must agree to the text to proceed with the enrollment.

    Post-enrollment text

    The text to be displayed in Sophos Mobile Self Service Portal after the enrollment.

    Leave this field empty to show no text.

  7. Select Apply to add the platform settings to the Self Service Portal configuration.
  8. If required, configure additional platforms.

    For each platform, you can configure different settings for corporate and for personal devices.

  9. On the Edit Self Service Portal configuration page, select Save.

If required, add more Self Service Portal configurations for other user groups.

On the Self Service Portal configurations page, you can use the arrow icons next to a configuration to change its priority. If a user matches more than one configuration (because they’re a member of several groups), the configuration with the highest priority applies.

There always is a Default configuration. This configuration has the lowest priority and therefore only applies if there’s no other matching configuration.