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The Cortado Server User Self Service Portal – Setup

Tap on Setup:

Start page of the User Self Service Portal for iOS and Android OS

Start page of the User Self Service Portal for iOS and Android OS

Depending on the (mobile) devices in use and your  administrator’s default settings, you have the following options available:

Setup options of the User Self Service Portal on iOS and Android OS

Setup options of the User Self Service Portal on iOS and Android OS

Cortado Password

Depending on the settings made by your administrator, here you can set your log-in password. To log in the User Self Service Portal, you continue to use your company password.

  • Tap on Setup→ Cortado Password.
  • Enter your domain password and then enter a new password for the Cortado app in Password and confirm it.
  • Then tap on Submit.
enter Cortado Password (left iOS, right Android)

enter Cortado Password (left iOS, right Android)

Devices

  • Select Setup→ Devices.
Setup Devices (left iOS, right Android OS)

Setup Devices (left iOS, right Android OS)

  • Here you can find the Basic Configuration for the Cor­tado app.
  • After tapping on Devices, all mobile devices on which you have already installed and configured the Cortado app will be listed. Here, you have the following Device Options.
listed Devices on iOS and Android OS

listed Devices on iOS and Android OS

Basic Configuration

For iOS and Android:

Download this configuration file only if you have been requested to do so by you administrator.

Configuring Windows devices with configuration file:

Download this configuration file if you want to install Cortado Workplace for Windows on your PC/workstation. It will be required during the software installation. Firstly download the configuration file and then proceed as described in the section Installation and configuration.

Device options

Select an available device under Devices. Depending on the device type, you will have different options available here:

Options under devices (example for iOS)

Options under devices (example for iOS)

App Configuration

Here you can find the configuration files for your selected device. These have already been downloaded in the First Steps Wizard and opened for the configuration of the Cortado app. If you have to configure your Cortado app again at a later point in time (for example if you have restored the factory settings), then you can restart your configuration here. To do so, go to App Configuration. Please note that the configuration file depends on your device. First select the device you are using before configuring it.

Lock Screen (only for iOS devices)

With this option you can lock the screens of lost or stolen iOS devices. On the device you are using select the lost device and then tap Lock Screen. After locking the device you can only unlock it if you have entered a passcode.

 Lock Screen: Enter passcode to unlock (for iOS devices only)

Lock Screen: Enter passcode to unlock (for iOS devices only)

Clear Passcode

With the option Clear Passcode you can delete the passcode from the selected device. The device’s user can then access the device without entering a passcode.

Wipe Full

With this option you can fully delete lost devices (meaning that your settings will be reset). Select the device you lost, on the device you are currently using and tap Wipe Full. After confirming the prompt, factory settings will be restored on your device.

Wipe Partial

With this option you can delete the Cortado app data from a lost device. On the device you’re currently using, select the missing device and tap on Wipe Partial. After the security prompt has been acknowledged, the configuration of the app will be deleted. All company relevant data (MDM profiles, Managed Apps) will be deleted from the device. All personal data is retained.

Locate

The Locate option appears only after this selection has been enabled by your admin­istrator. With this option you can locate lost or stolen devices. Select the missing device on the device you are currently using (left illus.) and tap on Locate (middle illus.). A map with the location of the missing device will appear then (right illus.).

Requirement: The device and GPS are switched on. On Android devices the Goo­gle´s location service must also be switched on. For iOS devices, it is important to note that at Settings→ Privacy→ Location Service→ Cortado, the location ser­vice is enabled.

Locate Device: Locate missed device (example iOS), on the currently using device (example Android)

Locate Device: Locate missed device (example iOS), on the currently using device (example Android)

Certificate

For iOS and Android devices

Under Setup Certificate you can download and install a security certificate (root certifikate) for your devices.

select Certificate (left iOS, right Android)

select Certificate (left iOS, right Android)

This will already have been downloaded in the First Steps Wizard.

If your administrator requests you to download and install the certificate (again), you can do it here. Tap on Download to do so.

download security certificate (left iOS, right Android)

download security certificate (left iOS, right Android)

For Windows devices

If you see a certificate error on opening the User Self Service Portals, you can download a security certificate here. Then the website for the portal will be trusted in the future and the error will not occur again.

  • Select Setup→ Certificate→ Download.
select Setup

select Setup

select Certificate

select Certificate

download certificate

download certificate

  • Enable the checkbox Trust this CA to identify websites.
select Trust this CA to identify websites

select Trust this CA to identify websites

The User Self Service Portals website will now be trusted and the certificate error will no longer occur.

MDM options

Alternative to using the First Steps Wizard you can, under Apple MDM or Android Enterprise MDM carry out all the required downloads to configure the MDM on the device.

  • To do so, select the appropriate platform under Setup:

Apple MDM

On your iOS devices, you can download your Apple MDM profile under Setup→ Apple MDM. These steps only needs to be carried out once to begin the configuration of you device. This has already been described in First Steps Wizard for iOS. If your administrator requests you to download and install the profile again, you can do that here. After downloading, tap on Install to install the profile.

Android enterprise MDM

On your Android devices, you can download under Setup→ Android enterprise MDM a security certificate, the Cortado app and your MDM profile. These steps only needs to be carried out once to begin the configuration of you device. This has already been described in First Steps Wizard for Android Enterprise. If your administrator requests you to download and install the profile again, you can do that here. After downloading, tap on Install to install the profile.

Apple mac OS MDM

  • Login to the User Self Service Portal with your macOS device.
logging in to the User Self Service Portal with a macOS device

logging in to the User Self Service Portal with a macOS device

  • Then click on Setup (arrow in illus.).
select Setup

select Setup

  • Then select Apple MDM (arrow in illus.).
 selecting Apple MDM

selecting Apple MDM

  • In the next step, download the MDM profile (arrow in illus.).
downloading certificate and MDM profile

downloading MDM profile

  • Click on Continue to confirm the subsequent notification (arrow in illus.).
confirming installation

confirming installation

  • Now click on Install to start the installation (arrow in illus.).
 installing the MDM profile

installing the MDM profile

  • Following successful installation you can find the profile on your Mac.
successfully installed MDM profile

successfully installed MDM profile

Your Mac is now managed by your administrator.

iOS printing support

The AirPrint profile is a component of the MDM profile for iOS, so if you have already downloaded the MDM profile in the First Steps Wizard or under Setup→ Apple MDM you don’t need to download it again now.

Note! Only download this profile if your administrator has requested it.

  • Under SetupiOS Printing Support you can download a profile that supports the Apple native printing option.
select Setup and iOS Printing Support

select Setup and iOS Printing Support

  • Then install the AirPrint support profile and acknowledge the security prompt with Install (arrow in left illus.).
  • Tap on Done (arrow in right illus.), to complete the installation.
install AirPrint profile

install AirPrint profile

Now you can access your network printers from other apps with a print option.

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