User

The User module of the admin console consists of functionalities such as display the available users, create user, edit existing user details, deactivate user, assign users to a group, change user to another group, enrollment of devices, download the user details to an excel file and view user details.

Display the available users

1. Click on the Manage > User icon on the left menu.

2. The available users will be displayed in table view format as shown below with details like User name, Email ID, Mobile number, Group name, Device count, Device name, Created on, Created by, Updated on, Updated by, Policy name, Package name, Role type, Tags, etc.

3. The User List screen contains the following functionalities:

• Create User – an individual user can be created or bulk upload of users can be done using the predefined excel template.
• Download – The available user details can be downloaded as an Excel file.
• Context Menu – A context menu will be displayed which has sub-menus like View user, Edit user, Add tags, Enroll device, Assign group/Change group and Deactivate the user.
• Column chooser - The list of columns to appear in the table view can be enabled/disabled.
• Pagination – If the no. of users is large and exceeds the page, pagination will appear at the bottom using which previous/next set of users can be viewed.
• Items per page can be set by selecting the desired number of rows from the dropdown at the bottom. By default, the number of rows per page is set as 10.

Create User – Individual

An individual user can be created by following the below steps.

1. Click on the Create user icon on the top of the User List screen.

2. Create user pop up screen with the Individual option as default selection will be displayed as shown below.

3. Enter values for the below mentioned fields:

• Name – Name of the new user to be created (Mandatory)
• Email ID – Email Id of the new user (Mandatory)
• Mobile number – Mobile number of the new user (Optional)
• Group – Select the group to which the new user belongs (Optional)
• Profile picture – Can upload the profile picture of the new user (Optional)
• Tags - Tags to be added for the user(Optional)

4. After entering the values for the above fields, Click the Submit button.

5. A new user will be created and displayed in the User List screen.

Create User – Bulk Upload

Multiple users can be created by following the below steps.

1. Click on the Create user icon on the top of the User List screen.

2. Select Bulk upload option radio button.

3. Bulk upload screen will be displayed as shown below.

4. Click the Sample file download link. The sample file in the required format will be downloaded.

5. Enter the details of multiple users in the required format and store it in a file location.

6. Click the Browse button. The file explorer popup will open, navigate to the file location and select the file. Once the file is selected, a preview of the file name will be displayed on the screen.

7. Click the Submit button. The details of users entered in the file will be uploaded and the newly created users will be displayed in the User List screen.

8. A Bulk upload logs files will be downloaded which contains the log of each user created.

Edit user details

The details of an individual user can be edited using the Edit user screen.

1. From the List view screen, click on the three vertical dots at the end of the user row.

2. A context menu will be displayed from which the 'Edit user' option can be selected.

3. The existing details of the selected user will be displayed as shown in the screen below.

4. Edit the user details and click the Submit button. The edited values will be updated for the selected user.

Assign/Change Group 

One or more users can be assigned to a group or changed to a different group by following the steps given below.

1. Select one/more users in the User List screen by clicking the checkbox corresponding to the user.

2. Actions dropdown at the top will be enabled. If the selected user is not assigned to any group, 'Assign group' option will be displayed. If the selected users are already assigned to any group, 'Change group' option will be displayed. Select the ‘Assign group’/'Change group' option in the dropdown as shown in the screen below.

3. Change group pop-up screen will be displayed with the avatar of one/more selected users in the top and the list of available groups in the bottom as shown below.

4. Select a group in the list and click the Assign button. 

5. A warning message as shown below will be displayed and when the Yes button is clicked, the selected users will be assigned to the group with a success toast message.

6. If the selected users are already part of other groups, they will be automatically removed from that group and assigned to the new group.

7. The same functionality can be done for an individual user by clicking the three vertical dots at the end of the user row.  A context menu will be displayed from which the Assign/Change group option can be selected as shown in the screen below.

Deactivate user

The selected user can be deactivated(archived) by following the below steps. 

1. From the List view screen, click on the three vertical dots at the end of the user row.

2. A context menu will be displayed from which the 'Deactivate' option can be selected.

3. Click on the Confirm button in the modal dialog box as shown in the screen below.

4. The selected user will be moved to the Archive status and will not be visible in the User List screen.

5. Click on the Archive option in the left menu. The archive screen will be displayed with the list of users deactivated from the User List screen as shown below.

6. From the Archive User List screen, click on the three vertical dots at the end of the user row.

7. A context menu will be displayed from which the Unarchive option can be selected.

8. The selected user will be moved back to the User List screen as an active user and will not be visible in the Archive User List screen.

9. Archived users can be deleted permanently by selecting Delete option in the context menu with a warning message as shown in the screen below.

Create New Group

During Assign Group/Change group activity, if the required group is not available in the existing group list, a new group can be created using the below steps.

1. Click the ‘New group’ button at the top of the Assign Group screen as shown in the screen below.

2. Create group pop-up screen will be displayed as shown below.

3. Enter the group details like Group Name, Description and click the Submit button.

4. A new Group will be created and the selected users will be assigned to the new group.  

User – Enroll device

Devices can be enrolled to a selected user from the User List screen using the steps given below.

1. From the List view screen, click on the three vertical dots at the end of the user row.

2. A context menu will be displayed from which the 'Enroll device' option can be selected.

3. Quick Enrollment pop up screen as shown below will be displayed.

4. When the Company owned enrollment type option is selected, two options Fully managed device and AFW (Android For Work) will be displayed.

5. When the Fully managed device option is selected, a QR code will be generated and shown on the screen from which the IT admin can scan it and enroll the device as shown below.

6. When the email id is entered and Send email button is clicked, the QR code would be sent to the entered email id. The user can scan the QR code sent in the mail and enroll a device.

7. The same process can be followed to enroll the devices in AFW (Android For Work) method as shown in the screen below.

8. To enroll the device in BYOD (Work Profile) method, select the Personal(BYOD) option. The screen as shown below will be displayed.

9. Go to Device's Settings > Google > Set up & restore > Set up your work profile > Next

10. The QR scanner will be opened.

11. Scan the QR Code generated in the console screen or received in the email id and follow the setup steps and enroll a device.

12. Bulk enrollment can be done by selecting multiple users and clicking the 'Enrollment' option in the Actions dropdown at the top as shown in the screen below.

13. A popup screen as shown below will be displayed, from which enrollment type like Fully managed can be selected. A mail with the QR code and required steps will be sent to all the selected users.

View User Details

The details of an individual user and the devices enrolled to the user can be viewed using the View user details screen by following the steps given below.

1. From the List view screen, click on the three vertical dots at the end of the user row.

2. A context menu will be displayed from which the View user option can be selected.

3. The User details screens as shown below will be displayed.

4. The top portion of the screen will display the details of the selected user like User profile picture, User name, Group name, Device count, Device name, Policy name and Package name.

5. If multiple devices are enrolled for the user, the Device name field will have a dropdown with the list of device names enrolled for the user as shown below.

6. The bottom portion of the screen will display the details of the selected device like Hardware information, Software information, Network information, Geo location, Activity log, etc. in multiple sections.  

Download User Details

The available user details can be downloaded as an Excel file by following the steps given below. 

1. Click on the Download icon on the top of the User List screen.

2. A confirmation pop up with the selected user list will be displayed as shown below.

3. Click on the Continue button. The user details will be downloaded as an excel file in the local file path.

4. When the downloaded excel file is opened, the details as shown below will be available in the excel file.