Requirements:

  • Firm issued account
  • Access to the firm's resources hosted in Microsoft's Office 365 services
  • An already enrolled iOS/iPadOS device (See this article for information on enrolling a devices)

Overview:


Once your device is enrolled for the firm's mobile management system, it will be granted permission to access firm resources through pre-approved apps. These resources will be held on your device in a partition separate from your personal data. This partition system ensures both security the firm's data, and privacy for your personal data on your device.  Each app will create a new partition within themselves the first time you launch it after enrolling your device. You can find a listing of apps able to access firm resources through the Company Portal.

Using the Enterprise Profile


Enrolled devices are able to access firm resources through certain approved apps. These apps can be found through the Company Portal app, which was used to initially enroll the device. Once these apps are installed, they will automatically create a partition to hold firm data separate from your personal data. This partition ensures the security of the firm's resources as they are accessed, and keeps your personal information private. This partition system is also intended to make it easier to retire a device once it is replaced. When the app first applies the partition, it will prompt you to close and restart the app.


NOTE: If you already have a firm app installed on your device, the app will automatically secure itself the first time it is used after your device has been enrolled.


With these new security requirements, the built-in iOS apps will no longer be able to access firm resources. These apps include the Mail, Contacts, and Calendar apps, as well as the built-in readers for Word, Excel, and Adobe Acrobat documents. In stead, you will need to use the appropriate app for each of those items from the Company Portal, if you did not already have them installed. 


The Company Portal will require that you keep Microsoft Authenticator installed on your device. This app would have been installed during the initial enrollment process to authenticate your firm credentials to allow your device to enroll. All of Microsoft's apps will use the Authenticator app to sign you in.


Using Outlook for Mail, Contacts, and Calendar:

The Microsoft Outlook app works like the Outlook program on your computer, or the Outlook web-portal. It allows you to send and receive email, view and manage contacts, and manage your calendar and appointments. The app can be downloaded from your Company Portal app if you do not already have it. You will need to add your firm account to Outlook once it is installed. For instructions on how to add an account (as provided by Microsoft) see these instructions:

While your contacts will be available through Outlook, you can also sync them to your phones built-in Contacts from within Outlook. This will allow you to view your firm contacts alongside your personal contacts, but you cannot edit them from there. For instructions on syncing your contacts, see here:


Using Office Apps to View and Edit Documents and Spreadsheets

The Company Portal app will allow you to install Word, Excel, and Adobe for Intune. This set of applications will allow you work with Office documents like you do on your computer. Note that due to the partitioning system, these are the only apps that are allowed to work with firm documents. The built-in viewer apps that Apple provides for iOS/iPadOS are not allowed to access firm documents with the firm's mobile management system. If you had previously installed these apps, you can add your firm account to them to enable access to your firm resources.


Using Teams to Communicate:

Teams can be installed through the Company Portal app to chat and meet with other firm members through your mobile device. Once Teams is installed your device, it will integrate into iOS's system for video and audio calls, allowing you to receive Teams audio and video calls through your iPhone or iPad.


Using Zoom for Intune to Meet:

You can install Zoom for Intune through the Company Portal App to host and join Zoom meetings. The advantage of using Zoom for Intune over the standard Zoom Meetings app is that the "Intune" version has the ability to share resources from the Office apps.



Should you run into any issues or need assistance, please contact the help desk. You can submit a ticket HERE , by emailing the help desk at [email protected], or by calling 404.879.3434/ x3434.