Use the Add device wizard

You can easily enroll new devices with the Add device 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.
  1. On the menu sidebar, under MANAGE, click Devices, and then click Add > Add device wizard.
    Tip Alternatively, you can start the wizard from the Dashboard page by clicking the Add device widget.
  2. On the User page, 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. On the User selection page, select the required user from the list of users matching your search criteria.
  4. On the Device details page, configure the following settings:
    OptionDescription
    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. On the Enrollment type page, select whether you want to enroll the device or only the Sophos container.
  6. Select a task bundle or policy that is transferred to the device. Or select Only enroll device to enroll the device without transferring a task bundle.
  7. On the Enrollment page, follow the instructions to complete the enrollment process.
    Warning

    In iOS 12.2 or later, you must go to the Settings app to install the configuration profile you’ve downloaded. If you don’t install the profile within 8 minutes, it will be deleted and you must start over.

    This restriction doesn’t apply to devices you assign to Sophos Mobile using the Apple Device Enrollment Program (DEP) or Apple Configurator.

    Note On Macs, the enrollment must be performed by the user that will be managed by Sophos Mobile. To install the enrollment policy, the user must enter an administrator password.
  8. When enrollment has been completed successfully, click Finish.
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.