Enroll new mobile user

Creating and onboarding mobile user

Create new mobile user

This section is not relevant, if you are using Dynamics Mobile Agent in disconnected mode. New users in disconnected mode are created directly from Dynamics Mobile Agent Web Console.

If the organization needs to roll out a new mobile user , the following steps have to be followed:

Create the new mobile user in Administration/Users

  1. Navigate to Administration/Users via the left-side menu

  2. Click the New button at the top of the screen

  1. Enter the name of the user in the Username field

  2. Select MOBILE for the User Type field

  3. Select the role for the new user from the for the Role field

  4. Click the Save button at the top of the screen

  5. Find your new mobile user and select it from the grid

  6. Click the Edit button at the top of the screen

  1. Click the GENERATE button to generate new Mobile Sign Up Code.

  2. Write down the newly generated Mobile Sign Up Code

  3. Click the Save button at the top of the screen

Send temporary Mobile Sign Up Code to the mobile users

The mobile users will be prompted for Mobile Sign Up Code, when trying to install the mobile app on the mobile devices. This is due to security reasons. Important:

The temporary Mobile Sign Up Code can be used only once and only with the mobile user for whom the Mobile Sign Up Code was generated.

Install the app on the user's mobile device