How To Setup Addigy Assist

Addigy Assist is a feature designed to enhance the onboarding experience for end users by providing visibility into what is being installed on their devices during enrollment. It allows IT admins to manage and control the setup experience, reducing confusion, minimizing support tickets, and improving efficiency.

Below is an overview of how Addigy Assist works and what to expect during setup.

Assist Deployment Requirements

1. System Requirements: The device meets Addigy’s system requirements.
2. Policy Assignment: The Assist configuration is assigned to the correct policy.

If you’re testing Addigy Assist for the first time as an IT admin, we recommend creating a separate test policy, assigning software, profiles, and other assets, and then applying the Assist configuration. Once set up, proceed with manual enrollment testing to evaluate how it works. After the initial testing, continue with more thorough testing to ensure Assist meets your requirements and provides a seamless experience for your end users before implementing it widely.

Step 1: Creating a Configuration 

Note: You can start this process from either the Policy or the Catalog, but the following steps are specifically for completing the setup in the Policy. Configurations cannot be assigned directly from the Catalog, and we recommend using the Policy to ensure all required steps are completed after the configuration is created.

1. Go to the policy where you want devices to enroll.
2. In the policy sidebar, click Assist.
3. Click Assign, then click New in the pop-up.

Fill out the Configuration Form

1. Enter a unique Name for the configuration.
2. Add a Description to provide extra context. Include information that could help other admins or be useful for future reference.

Settings Section

1. Show Assist App: Choose which enrollment types should show Assist. 
   • All enrollments: Assist will be installed on all devices, regardless of enrollment type.
   • Automated Device Enrollment only: Assist will only run on devices enrolled via Automated Device Enrollment.
   • Manual enrollment only: Assist will only run on devices enrolled through manual enrollment.
2. Activation Grace Period: This setting allows you to add an Assist configuration to policies that already include set-up devices, without triggering Assist on them. If a device was enrolled more than the set number of days ago, Assist will not launch for the end user. If the device is wiped or re-enrolled, Assist will follow the activation rules and launch accordingly. The default is 1 day, which is what we recommend. 1 is also the lowest value you can set. For those who participated in the early access beta, this replaces the previous 1-hour restriction and location-based policy requirement, offering more flexibility.
3. Display mode: Decide how Assist should appear on the user's device.
   • Windowed: Assist opens in a smaller window, allowing users to continue using the device.
   • Full Screen: Assist launches in full-screen immediately after it installs, preventing users from closing it prematurely.
4. Completion Screen: Decide whether users see a summary screen after Assist completes.
   • Show: Displays a completion screen with a summary of installed assets and the final status.
   • Skip: Skips the completion screen entirely.
5. Restart after complete: Choose if users must restart their device after Assist finishes installing assets.
   • Enable (check) Restart after complete: Forces a device restart.
   • Disable (don't check) Restart after complete: No restart is required after completion.
6. Exit Code: You can enable an Exit Code to prevent users from exiting Assist prematurely.
   • Require (check) Exit Code: Requires users to enter a predefined Exit Code to close the Assist window. This ensures users complete the process before exiting.
   • Disable (don't check) Exit Code: Allows users to close Assist without entering a code.

Branding Options

1. Enter your Company Name.
2. Write a Message to explain to end users what Assist is doing when it appears.
3. Add a Phone number for end users to contact if needed.
4. Include an Email address for end users to reach out to.
5. Personalize the experience with a custom Light and/or Dark mode logo. (No Image is shown by default. For best quality, upload a 400 x 300 pixel PNG file with a transparent background.)
6. Once completed, make sure to save your configuration. You have two options:
   • Save: This option saves the configuration without assigning it to a policy. You can assign it manually later. It is the only option available if the configuration is created in the Catalog.
   • Save & Assign: This option saves the configuration and immediately assigns it to the selected policy, activating it immediately.

Step 2: Assign Assist Configuration to a Policy

1. As in Step 1, click the Assign button. A window will then appear displaying all your Addigy Assist configurations.
2. Locate the configuration you want to apply to the policy. On the far left, click the Assign button next to it.
3. Click Confirm to apply the configuration to the policy.
4. Your assigned configuration will appear in a preview box at the top of the page. You can now proceed to the next step.

Step 3: Determine What Assets Are Shown To End Users

On the Assist page where you applied your configuration, you'll see tabs below displaying the supported asset types: Smart Software, Public Software Library, Apple Apps, and MDM Profiles.

Note: The list only shows assets already assigned to the policy. If the list is blank, assign assets to the policy first, then return to see them listed here.

1. To make an asset visible in Assist, select the check box next to the desired asset.
2. Click the Show/Hide button at the top of the row.
3. Select Show in Assist to display the asset, or Hide in Assist to keep it hidden.
4. Keep in mind:
   • When an asset is removed from the policy, it will automatically be removed from Assist.
   • When an asset is added to the policy, you must manually show the asset in Assist.