Requirements:

  • Firm issued account
  • Access to the firm's resources hosted in Microsoft's Office 365 services
  • An Android device

Overview:


Enrollment is the process of adding the firm's management policies to your device, allowing it to access firm email, files, and apps. This enrollment will ensure that firm data is secured on your device, while keeping your personal information on your device private. The enrollment process is done by the user through the Company Portal app. These instructions will guide you through the enrollment process for your Android device.

NOTE: With these mobile management policies, email will no longer be accessible from your device's native email client. If you had previously added your firm account to your device in this manner, it will need to be removed. For instructions on how to do this, as provided by an outside group, please see these instructions: Removing Email Accounts

Firm Account Information:

Username: this is your email address (NOTE: [email protected], for Wealth Management staff please use [email protected] as your username. Your emails will still come from @smithhowardwelath.com)

Password: your Windows/ network logon password

New Security Requirements for Your Device:

Your device will be required to meet minimum firm requirements for security once it is enrolled. If your device does not currently meet these requirements, it will prompt you to make any necessary changes during the enrollment. These requirements may also apply to any watches or wearables linked to your device. Some common security settings that will be changed include:

  • A 6-digit (or stronger) PIN will be required for your device and any linked watches
  • Notifications will only show information on an unlocked device

Enrolling Your Device

To enroll your device, you will first need to install the Company Portal app. Once it is downloaded and you have signed into your firm account, it will guide you through enrolling your device.

  1. Go to the Play Store and download and install the Intune Company Portal app to your device
  2. Open the Company Portal app and sign in using your firm credentials (see above) 

  3. Tap to begin device enrollment
  4. The app will display privacy information for what will happen once your device is enrolled. Tap "Continue" to continue enrollment

  5. The Company Portal will begin setting up your work profile for your device

  6.  Your device will prompt asking you to confirm that you are setting up a work profile. Tap "Agree" to continue

  7. Once the work profile has been created, the Company Portal will Activate it by adding it to the firm's management system. You should not have to do anything during this stage. 
  8. You will then be prompted to choose a category for your device. As this is a personal device, choose "Personal Device" 

  9. Your device will then be enrolled and the work profile created

  10. You will then be able to access the work profile from the app listing
  11. All of the apps in the work profile will be overlaid with a briefcase badge




Further Resources:


For more information on using firm data with your device, we've prepared more articles guide you through using your enrolled device


  • Overview of the Firm's mobile management system
  • Accessing Firm Resources on an Android device