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 the Self Service Portal.

You can use different Self Service Portal 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 that are all 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:

  1. On the menu sidebar, under SETTINGS, select Setup > Self Service Portal.
  2. Select Enrollment texts and then add a terms of use text and a post-enrollment 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, select 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

    Select 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

    Select 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. 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 the Self Service Portal, users select an enrollment type by this name.

    Description

    A description of the platform settings.

    This description is displayed in the 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 the device is added to.

    Enrollment package

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

    Terms of use

    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

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

    Leave this field empty to display 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 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.