User portal overview

The Core [email protected] self-service user portal (SSP) is a platform whereby device users can manage their own devices. This section addresses the settings an administrator can create and maintain a self-service user portal.

The user portal allows your users to:

  • Access Core device management actions such as wipe and lock
  • View their device audit/history logs
  • View details of their registered devices
  • Register devices, including QR code and SMS/email options, and requesting derived credentials
  • Reset the user PIN
  • Change device ownership from company-owned to user-owned or the reverse
  • Upload, as well as view, replace, and delete user-provided certificates

    These certificates are used, for example, for S/MIME or for authenticating to internal servers.

  • Generate a one-time PIN for resetting a forgotten secure apps passcode
  • Designate their device as "Untrusted" in risky public spaces and redesignate them as "Trusted" when in a safe area again.

One of your decisions when you distribute Core management is whether or not to enable your users to manage one or more device actions such as locking or unlocking a device. Your users access the actions you assign them through the user portal.

To enable users to manage their devices, you assign them roles to perform any or all of the following actions:

  • Wipe their device
  • Lock their device
  • Unlock their device
  • Locate their device
  • Retire their device
  • Register their device
  • Change device ownership
  • Reset their secure apps passcode

The Trust and unTrust options do not require a role. Registered devices are Trusted devices by default.

Important: The Unlock command clears passcodes and TouchIDs from the managed device, compromising device security. Never use this feature on lost or stolen devices.

The Device Registration role replaces the [email protected] Registration role. The [email protected] Registration role is removed. The old user portal, [email protected], was available only through Core 8.0.1.

Benefits of the user portal

Giving users the ability to perform device management tasks:

  • Distributes mobile device management
  • Gives your users more control of their devices
  • Adds efficiency to device registration by saving administrators’ time as well as wait time that device users might experience

Impacts of using the user portal

When you enable users to manage their own devices, you need to:

  • Define which users have access to which device management actions
  • Provide your users with the information they need to use the user portal
  • Consider how changing device ownership from company-owned to employee-owned or vice-versa may impact:
    • The policies and configurations that are applied to the device.
    • The apps that are available through [email protected]
    • iBooks that are available on the device.

      Devices are impacted when they check-in with Core depending on the labels to which company-owned or employee-owned devices are applied.

User portal authentication options

You can allow device users to authenticate to the user portal with:

  • A user name and password

    These are the credentials a device user uses to register a device with Core.

  • An identity certificate from a smart card

    This authentication method is supported only on desktop computers. It is not supported with:

    • Mobile devices
    • Firefox

You can allow one or both of these authentication mechanisms. You make your selection in the Core System Manager GuideCore System Manager Guide. For information about how to configure the user portal authentication options, see “Advanced: Portal authentication” in the Core System Manager Guide.

About registering devices in the user portal

To allow device users to register devices in the user portal, you must assign those users the Device Registration role in the Admin Portal in Devices & Users > Users.

Configuring the Per-User Device limit

You can configure a global per-user device limit, and optionally, custom device limits for specific LDAP Groups. Users will be limited to register only the number of devices specified in Settings > System Settings > Users & Devices > Registration > Per-User Device Limit.

Procedure 

To configure standard device limits and LDAP group-specific device limits, follow these steps:

  1. In the first drop-down menu, select a default per-user device limit of 1-50, or none.

  2. If you would like to create different per-user device limits for selected LDAP groups, click Add+. The Add LDAP Group Specific Device Limit menu opens.

  3. From the Select LDAP Server drop-down menu, select the LDAP server that contains the LDAP group you want to include.

  4. From the Select LDAP Group drop-down menu, select the Group to include.

  5. From the Select Device Limit Per User drop-down menu, select the per-user device limit for that LDAP group.

  6. Click Add to save your changes.

  7. The LDAP group you selected appears in the LDAP group specific device limit table, where you can copy, edit, or delete it.

Registration PIN

Users who can register devices can also request and receive device registration PINs. To allow users to request a registration PIN, PIN-based registration must be selected in Settings > System Settings > Users & Devices > Device Registration. Any option that includes Registration PIN will enable device users to obtain a PIN in the user portal.

  • Even though a PIN is generated, device users will not be prompted to enter a PIN if the device platform does not require PIN for registration.
  • If Registration PIN is selected for only iOS web-based registration, a PIN is generated and displayed in the user portal, but the PIN is not included in the registration email sent to the device user. However, if Registration PIN is selected for both In-app registration and iOS web-based registration, the PIN is included in the registration email to the device user.

About changing device ownership in the user portal

To allow device users to change device ownership through the user portal, you must assign those users the Change Device Ownership role in the Admin Portal in Devices & Users > Users.

Users cannot assign ownership of a device during device registration in the user portal. Device ownership is automatically set to company-owned. Once users have registered their devices through the user portal, they can change the ownership of the device from company-owned to user-owned or the reverse.

Associating a certificate with a user-provided certificate enrollment setting

When the user uploads a certificate, the user chooses a configuration to associate with the certificate. The configuration refers to a user-provided certificate enrollment setting that you configured. When you configure a user-provided certificate enrollment setting, you specify a display name. The user portal presents the display name in its list of configurations for the user to choose.

For example, you might create a user-provided certificate enrollment setting for S/MIME signing, another for S/MIME encryption, and another for server authentication. Each setting has a display name:

  • S/MIME signing
  • S/MIME encryption
  • Authentication

When the user uploads a certificate, they see these display names as configurations, and they choose the one for the certificate. The user can upload the same certificate or different certificates for each configuration.

If you have not created at least one user-provided certificate enrollment setting, the user portal disables the option for the user to upload a certificate.

See also:

About uploading certificates in the user portal

On a desktop computer, device users can upload their own certificates in the user portal. They can use these certificates for different purposes, such as:

  • S/MIME signing
  • S/MIME encryption
  • Authenticating to servers, such as internal servers that support apps.

From Core release 10.8.0.0 or supported newer versions, users can upload files with multiple aliases and friendly names.

This capability is available in the user portal on desktop computers, but not on mobile devices.

About generating a one-time PIN for resetting a secure apps passcode

On the AppConnect global policy, you can configure Core to allow iOS device users to reset their secure apps (AppConnect) passcode when they forget it. When you have configured this option, device users who registered with Core using a user name and password can enter those credentials in [email protected] for iOS to authenticate themselves and then reset their secure apps passcode. However, device users who registered with Core using a registration PIN need a different mechanism for authenticating themselves.

This mechanism involves these steps:

  1. The user generates a one-time PIN on the user portal. The one-time PIN is valid for 24 hours.
  2. In [email protected] for iOS on a device, the user follows the instructions for resetting a forgotten secure apps passcode.
  3. When prompted for his user credentials, the user enters his user name and the one-time PIN.
  4. The user resets his secure apps passcode.

Configuration requirements to allow the user portal to generate a one-time PIN

The user portal displays the option to generate a one-time PIN only if you have configured all of the following in the Admin Portal:

  • The user portal role that allows the user to reset their secure apps passcode
  • A license for AppConnect third-party and in-house apps, [email protected], or [email protected]
  • An AppConnect global policy for the device that allows users to recover their AppConnect passcodes.

Configuring the user portal to generate a one-time PIN

Configure the following in the Admin Portal to allow the user portal to generate a one-time PIN:

  1. In Devices & Users > Users, select the user.
  2. Select Actions > Assign Roles.
  3. In the Assign Role(s) dialog box, select Reset Secure Apps Passcode.
  4. Click Save.
  5. In Settings > System Settings > Additional Products > Licensed Products, select at least one of the following:
    • AppConnect for Third-party and In-house Apps
  6. In Policies & Configurations > Policies, select the AppConnect global policy for the device.
  7. In the Policy Details panel, click Edit. The Modify AppConnect Global Policy dialog box opens
  8. In the AppConnect passcode section, select Passcode is required for iOS devices .
  9. Select Allow iOS users to recover their passcode .
  10. Click Save.

About getting Entrust derived credentials

When using certificate authentication to the user portal, you can set up Core so that iOS users can get their Entrust derived credentials when they get their Core registration PIN. Specifically, in the System Manager, you provide Core with the Entrust IdentityGuard Self-Service Module (SSM) URL. This URL is a deep link that points directly to the page on the Entrust self-service portal where a user can get a derived credential.

When the user requests a derived credential on the user portal, the user portal redirects the user to the URL you provided. The user interacts with the Entrust self-service portal to get a derived credential, after which the Entrust self-service portal redirects the user back to the Core user portal. The user uses the PIV-D Entrust app on a device to activate the derived credential.

For information about how to enable the user to get a derived credential on the user portal, see “Advanced: Portal authentication” in the Core System Manager Guide.

This feature is not supported on macOS devices.