How To Setup and Assign Apps: Self Service for iPhone and iPad

Self Service for iPhone and iPad is a management tool that streamlines productivity and IT operations by enabling users to access and install pre-approved apps and settings, providing easy access to up-to-date contact details on their managed devices.

Prerequisites 

1. Permission(s) to purchases licenses in Apple School Manager or Apple Business Manager. 
2. Access to your Addigy tenant and the desired policy.
3. The device’s Location must be assigned to the policy that will include the Self Service configuration. You can verify this by checking the Location in GoLive or the Location (Policy ID) on the device’s page.

Step 1: Get Licenses in Apple School Manager or Apple Business Manager

1. Log in to Apple School Manager or Apple Business Manager.
2. Click on Apps and Books on the left side of the page.
3. In the search bar, type Addigy Self Service and select it once it appears.
4. Enter the quantity of licenses and ensure a location is assigned for these licenses.
5. Click Get.

Step 2: Upload Your Location Token to a Policy in Addigy

1. Ensure the policy is linked with a .vpp token from Apple School Manager or Apple Business Manager. You can verify this in Integrations & Settings under Apple Apps.
2. In that same section make sure Addigy Self Service appears under App Assets.
3. For more details, follow the guide on Configuring Apps & Books before continuing. 

Step 3: Create and Assign a Configuration in a Policy

Note: Self Service will be automatically deployed once all requirements are met which are listed below. To ensure proper deployment, verify that each device is in the correct policy and that the Location is set to the desired policy with a Self Service configuration. You can confirm this by checking the Location in GoLive or the Location (Policy ID) on the device's page.

1. Within the policy you wish to assign the Self Service configuration to, click on the Self Service tab in the sidebar.

2. Choose New and then click on New iPhone/iPad Configuration.
   
   

3. Begin by naming your Self Service Configuration.

4. Optionally, you can provide additional context in the Description field.

5. Next let's customize the Info page. Click the Add button to include a photo.
6. If you would like to change the default information, select Override Info Panel Details. This default information is pulled from the information in Account Settings.
7. To modify the default information displayed, select Override Info Panel Details. This information mirrors what's specified in Account Settings.
8. Enter the company name. Note: you will see real-time updates in the Preview Window.
9. To display a description, check the Show Description box and enter the details in the provided field.
10. To include an address, check the Show Address box and input the address.
11. To add an email, check the Show Email box and input the email address.
12. To add a phone number, check the Show Phone box and enter the number.
13. After entering all the information, click Save & Assign to complete the configuration.
    
14. Once created and assigned, the configuration details will be visible on the Configuration page.

Step 4: Assign Apps To Self Service

1. Navigate to the Self Service section in your policy.

2. Within the top navigation tabs of Self Service, select iPhone & iPad.

3. From this view you now have the ability to add or remove apps.

4. Select the checkbox next to an app on the left side of the table.
5. Click the Add/Remove Button and choose the action you wish to perform (either add or remove the app).

Requirements for Self Service to Deploy

To ensure the Self Service application is automatically deployed, the following requirements must be met:

1. The device must meet Addigy's system requirements.
2. You must have enough available licenses from Apple Business Manager or Apple School Manager. Refer to step one in this article, see step 1.
3. The token containing Addigy Self Service licenses must be assigned to the policy (or inherited by the policy), see step 2. 
4. The device must be in the correct policy, and the device's Location must be set to the desired policy, see step 3. 
5. There must be at least one application assigned for Self Service to automatically deploy, see step 4.

To verify if the deployment process has started, check the events log for the device. Look for an event from the sender "Addigy MDM" indicating: Queued VPP asset 'Addigy Self Service' installation on device.

The initial deployment of the Self Service application may take up to 30 minutes, though it could be sooner. Once deployed, app assignments and other information within the app update in real-time.