User Accounts (Device Owners)

Owned by Kari Mattsson
2017-07-26
6 min read

Users (device owners) are the main audience of the service. They can have one or more company-issue or their own devices, for which the EMM service provides device management and synchronisation services.

Users are managed in the Accounts→Users view. As an organisation manager, you can view, add, modify, or delete users, depending on the rights you have been given.

The view consists of an account list in the bottom of the view and a toolbar on the top.

The functionalities are covered in the subsections below:

Account List

The account list in the bottom part of the view shows the all the users (device owners) registered in the service.

Accounts can have either active or inactive status. Active accounts can be used normally, while inactive accounts cannot be logged into and their devices cannot connect to the service.

Selecting Accounts

You can select an account by clicking on it. To select multiple accounts, keep the Ctrl key pressed while clicking. With Shift key you can select a range. To select all accounts, right-click anywhere in the list and select Select all in the context menu.

Sorting

You can sort the account list according to different columns by clicking on the column headers. Clicking again sorts the list in reverse order.

Visible Columns

You can change the visible columns by clicking on the drop-down button in the right end of the list header. It displays a drop-down list of available and currently visible columns, where you can change the visibility of the columns.

You can reorder the columns by dragging the column headers with mouse.

Filtering the List

You can filter the account list by selecting a column for filtering and entering the search string in the Search input box.

Basic Operations

Let us first go through the basic tasks for managing devices: registering, editing, and removing devices.

You can register new devices in the following ways:

  • Register a new device, as described below
  • Register a new user account and a device at once, as described below
  • Import new users and their devices at once, as described in Import Accounts.

Registering a New User and a Device

The first New button is a shortcut to register both a user and a device both at once. It works exactly the same as Devices→Inventory→New (User & Device).

See New User and a Device for full details.

Registering a New User

  1. To register a new user, click the second New button (the one with just a user icon) in the toolbar

  2. If there are more than one user account templates, you will be asked to choose one. The choice is not given if there is only one template.

    1. Select a template

    2. Click Select

  3. The user editor opens. Notice that the initial settings are based on the chosen template.

  4. See the User Editor for a detailed description of the settings

  5. Click Save & close to save the settings and exit the editor or Cancel to exit without saving.

Editing a User Account

You can edit the configuration for a previously registered user or users.

To edit an already existing user:

  1. Either:

    1. Select one or more users in the list and click Edit in the toolbar

    2. Right-click on the user and select Edit in the context menu. Notice right-clicking a user also selects the user, so this only allows editing a single user.

  2. The Edit End User pop-up window opens. If you are editing multiple users, there will be a checkbox on the right side of each field. This way, you can choose which fields you want to change for all the users.

  3. See the User Editor for a detailed description of the settings

  4. Finally, click either Save & close to save the settings and exit, or Cancel to exit without saving.

Removing a User Account

To remove a user from the system:

  1. Either:

    1. Select the resource account(s) in the list and click Remove or

    2. Right-click on a resource to open the context menu and select Remove. Notice that this selects the clicked account for removal.

  2. You will be prompted to confirm the removal.

  3. Check the removal options

    Remove connected devices

     Having this selected also removes any devices connected to the user. Otherwise, they will be left in the inventory without an owner.

    Remove settings from device

    Having this selected sends a final request to the device to disable contacting the EMM service. Otherwise, the device will simply be unable to contact the service and the settings will be left in the device. The setting is automatically checked if device management (DM) is enabled for the device. The setting is disabled if device management has been disabled for the device earlier, as it is not possible to contact the device to remove the settings.

    Note

    If you want to be absolutely sure that all settings related to the EMM service are removed from the device, use Wipe device to factory settings immediate task instead. Normal decommission (using the Remove settings from device option) will only disable settings that it is capable of. For example, removing settings does not remove system-related access points.

  4. Click Remove to remove the account and Cancel to exit without removing it

Warning

Deleting a user account will render the it inaccessible. Also, all the data will be lost!

Exporting and Importing

User accounts can be exported and imported to/from a file, either in a CVS or Excel format. Exporting can be used for generating reports, while importing can be used for mass registration of users. Both can be used as a manual step in system integration. Exporting is also a good way to get an idea about the different fields needed for importing users.

To export user accounts:

  1. Select the accounts to export in the account list

  2. Click Export

  3. Follow the instructions in /wiki/spaces/DOCUMENTATION/pages/524497

To import user accounts:

  1. Click Import

  2. Follow the instructions in Import Accounts

Sending Email

You can send email to users. The receivers must have an email address.

To send email:

  1. Select one or more users in the account list

  2. The email window opens

  3. Select Mode

    1. To – send the message to the users so that all recipients see the recipient list

    2. BCC – send the message so that the recipients do not see each other's addresses (blind carbon copy)

  4. Enter a Subject for the message

  5. Type in the message

  6. Click Send to send the message or Cancel to exit without sending

Sending SMS

You can send an SMS message to users. The recipients must have at least one device with a phone number.

To send an SMS message:

  1. Select one or more users in the account list

  2. The SMS window opens

  3. Type in the message

  4. Select Send as Flash message if you want to send the message as a Class 0 SMS message. Such messages are displayed immediately on the screen as a pop-up, unlike normal messages that go to messages.

  5. Click Send to send the message or Cancel to exit without sending