Use the device enrollment wizard to assign and enroll new devices

You can easily enroll new devices with the device enrollment wizard. It provides a workflow that combines the following tasks:

  • Add a new device to Sophos Mobile.
  • Optional: Assign a user to the device.
  • Enroll the device.
  • Optional: Transfer a task bundle to the device.

To start the device enrollment wizard:

  1. On the menu sidebar, under MANAGE, click Devices, and then click Add > Enrollment wizard.
    Tip Alternatively, you can start the wizard from the Dashboard page by clicking the Add device widget.
  2. On the Enter user search parameters wizard page, you can either enter search criteria to look up a user the device will be assigned to, or select Skip user assignment to enroll a device that will not be assigned to a user yet.
  3. After you have entered search criteria, the wizard displays a list of matching users. Select the required user.
  4. On the Device details wizard page, configure the following settings:
    Option Description
    Platform The device platform.

    You can only select a platform that is enabled for the customer that you logged in to.

    Name A unique name under which the device will be managed by Sophos Mobile.
    Description An optional description of the device.
    Phone number An optional phone number. Enter the number in international format, for example +491701234567.
    Email address The email address to which the enrollment instructions are sent.

    If user management is configured for the customer, this is the email address of the user assigned to the device.

    If no user management is configured, enter an email address here.

    Owner Select the device owner type: either Corporate or Personal.
    Device group Select the device group the device will be assigned to. If you have not created a device group yet, you can select the device group Default, which is always available.
  5. If you have configured Sophos container enrollment, select whether you want to enroll the device or only the Sophos container.
  6. Select a task bundle that will be transferred to the device after it has been enrolled. Or select Only enroll device to enroll the device without transferring a task bundle.
    For Sophos container enrollment, you can select a policy instead of a task bundle.
    When you click Next, the device is added to Sophos Mobile.
  7. On the Enrollment wizard page, follow the instructions to complete the enrollment process.
    Note On Macs, the enrollment procedure must be performed by the user that will be managed by Sophos Mobile. To install the enrollment profile, the user must enter an administrator password.
  8. When enrollment has been completed successfully, click Finish to close the device enrollment wizard.
Note
  • When you have made all the selections, you can close the wizard without having to wait for the Finish button to appear. An enrollment task is created and processed in the background.
  • If you have selected a task bundle to be transferred to the device after enrollment, you can monitor the task status on the Task view page. See View unfinished, failed and latest finished tasks.
  • For iOS devices, when you have configured Sophos Mobile to synchronize the device name with the device as described in Configure iOS settings, the name you entered in the Name field is ignored and the name that is configured on the device is used instead.