Before sharing mobile app onboarding instructions, make sure your site settings and permissions are fully configured so employees can easily pair their accounts.
This guide covers:
Before you start:
-
You will need to be assigned the System Manager permission to be able to access the Site Settings and the main business permissions
Enabling mobile pairing
-
Navigate to the Actions button and then Configure. Within the Configure menu, find Site Settings followed by Devices
-
Under Pairing, toggle on Allow users to connect using the Oak intranet mobile app
-
Click OK to save the changes
Assigning device access permissions
-
Go to the main homepage and select the three dots (page options) in the top-right corner
- Select Manage Security/Permissions
-
Click into Advanced and find Devices from the left-hand side menu
-
Make sure the correct user groups have been assigned to the Device Access permission. Without this, they won't be able to pair their account with the mobile app. Select the pencil icon and choose the user groups from the user picker. For example, the system groups All Users or Active Intranet Users
- To save the selection, click Confirm