Configure Self Service Portal settings

Important Because of the complexity of the Self Service Portal settings configuration, we recommend that you test device enrollment for different user groups before you roll out the settings to your actual users.
  1. On the menu sidebar, under SETTINGS, click Setup > Self Service Portal.
  2. Click Enrollment texts and then add a terms of use text and a post-install text.
    When you assign these texts to your Self Service Portal configuration, they are displayed before and after the enrollment, respectively. For details, see Create enrollment texts.
  3. On the Self Service Portal configurations page, click Add 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 the Self Service Portal, users select a configuration by this name.

    User groups

    Click Add and then enter a user group. The configuration is applied 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 the Self Service Portal.

    Actions

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

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

  5. Click Add and then click the device platform you want to configure.
  6. In the Configure platform settings dialog, configure the following settings:
    OptionDescription

    Display name

    The name of the platform settings.

    This name is displayed in the Self Service Portal when users must select an enrollment type.

    Description

    A description of the platform settings.

    This description is displayed in the Self Service Portal next to the name.

    Owner

    Select if devices enrolled with this configuration are classified as corporate or personal devices.

    Device group

    Select the device group enrolled devices are added to.

    Enrollment package

    Select the task bundle (for Android, iOS, and macOS) or policy (for Windows and Windows Mobile) to be executed on the devices.

    Terms of use

    Select the text to be displayed in the Self Service Portal before the enrollment.

    Leave this field empty to display no text.

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

    Post-enrollment text

    Select the text to be displayed in the Self Service Portal after the enrollment.

    Leave this field empty to display no text.

  7. Click 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, click Save.

If required, add more Self Service Portal settings 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 Self Service Portal users match more than one configuration (because they are a member of several groups), the configuration with the highest priority is used.

There always is a Default configuration. This configuration has the lowest priority, so that it is only used when no other configuration matches a user.