Configure Self Service Portal settings

Note The Self Service Portal settings are not available when you have turned off internal and external user management. See Configure Self Service Portal user management.
  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 in 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 in the Self Service Portal. You can select one of the following settings:
      • no preselection: The user can choose between Corporate device and Personal device.
      • corporate preselected: Corporate device is preselected. The user can change this to Personal device.
      • corporate fixed: Corporate device is selected and can’t be changed by the user.
      • personal preselected: Personal device is preselected. The user can change this to Corporate device.
      • personal fixed: Personal device is selected and can’t be changed by the user.
    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 actions.
  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.
    You may use HTML markup to format the text.
  4. On the Post-install text tab, you configure text to be displayed in the Self Service Portal after device enrollment. For example, use this to describe post-enrollment tasks.
    You may use HTML markup to format the text.
  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. In the Name field, enter a name for the Self Service Portal configuration group.
    3. In the User group field, enter a user group that you have defined (for internal user management), or an LDAP directory group with the full LDAP path or with wildcards (for external user management). 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.
      Note The value * represents all groups, not all users. Users that are not a member of any group are not included.
    4. Select Show terms of use during registration to display the terms of use text that you configured before as the first step of the enrollment procedure.
    5. Select Show post-install text during registration to display the post-install text that you configured before as the last step of the enrollment procedure.
    6. In columns Initial package - corporate device and Initial package - personal device, select the task bundle (for Android, iOS, and macOS) or policy (for Windows and Windows Mobile) to be executed on corporate and personal devices.
    7. In column Active, select the platforms that should be available in the Self Service Portal.
      You must select an initial package before you can select a platform.
    8. In column Add to device group, select the group the device should be added to.
      For information on device groups, see Device groups.
    9. 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 Self Service Portal. For further information, see the Sophos Mobile super administrator guide. Note that this does not apply to Sophos Mobile as a Service. Super administrators are not supported in Sophos Mobile as a Service.