The Portal onboarding process involves the following:

1. Device Enrolment

2. Device Tagging Request Approval

3. Kiosk Mode

Device Enrolment

Device Enrolment enables an admin to create a “user-device” relationship. This basically means mapping or simply put, assigning a device to a user such that only the user or users that have been mapped to a device can access (Log in) the device.

To enrol a device on the portal;

1. Login to SMARTMDM portal, navigate to Device Enrolment > select Enroll a device page from the Device Enrolment sub-menu options. Click on SINGLE DEVICE ENROLMENT.

Open

Fig. 1- Select the “Single device enrolment” option

2. Select Device platform from the list of device platforms available

Open

Fig. 2 - Select “Android” platform

3 (a). On clicking on the preferred device platform, a form is displayed that allows the user to enter details of the device. This is where the actual “user-device relationship creation” happens.

Fig. 3 - Enter details of the device

3 (a) - You can add the device to an existing group. By default, all devices belong to a default group. Devices that have no groups other group specified for them will be added to the “default” group. To create a new group, follow the steps below;

Fig. 3(a) - Select “Create a New group”

3(b) Fill out the details of the new group to be created

Fig. 3 (b) - Create a new group

4. Preview Page

Fig.7 - Preview Enrollment details

5. Device Enrollment successful

Fig. 7 - Device successfully enrolled

Bulk Device Enrolment

Where a user decides to enrol more than one or two devices, the bulk device enrolment option will suffice.

Follow these steps:

1. Login to SMARTMDM portal, navigate to Device Enrolment > select Enroll a device page from the Device Enrolment sub-menu options. Click on BULK DEVICE ENROLMENT.

Fig. 1 - Select Bulk Enrolment

2. Click Download Enrolment Template

Fig. 2 - Select “Download Enrollment template”

3. Fill out the downloaded template

Fig. 3 - Device Enrollment template

4. Upload filled out template

Fig. 4 - Upload completed template

5. Bulk enrolment Result

Fig. 5 - Bulk enrolment result.

Exceptions

Device Tagging

Devices can be tagged automatically (admin enrolment) or manually.

For Admin enrolment, Tag requests are approved once an admin successfully enrols a device (process explained in the portal onboarding section above). The manual device tagging approval option is explained below.

Self Enrolment

In this case, the user first installs the SmartMDM app on their device. When this happens, the device sends a tagging request to the backend. These tagging requests are displayed on the portal and can be approved from the “Tag Request Approval” page.

There are two methods to approving a tag request.

1. Single tagging request approval - For this, the admin clicks on their preferred device, assign it to a user and then approve the tag request.

2. Bulk tagging request approval - For this, the admin downloads the bulk tagging approval template, fill out the required columns and upload to approve tagging request.

Follow the steps below to approve a tag request.

1. Navigate to the “Tagging Request” module

Fig. 1 - View Tagging Requests

2. Approve Tagging Request

Fig. 2 - Approve Tagging Requests

Bulk Tagging Request Approval

1. Download the Bulk tagging approval template

Fig.1 - Select Bulk Upload

2. Select Download Template

Fig. 2 - Download bulk tagging request approval template

3. Fill out the template

Exceptions

Kiosk Mode

Kiosk Mode is a lockdown mechanism accessible on Android devices to run just a solitary application or a predefined set of applications. After enabling Android Kiosk Mode, all different applications and device functionalities like the status bar, notifications bar are disabled and users will likewise be restricted from making any changes to the device settings.

Details on how to set up Kiosk mode on your device is explained on the Android onboarding page.