Below are the steps to connect a device to an existing organization through our mobile application.
Inviting a Device
To add a device, you will need to go to the Devices page or Home page and click the + Invite Device button.
If the device you wish to add has a valid email address or phone number, you can send it an invitation to connect to your organization. When you are done entering the device details, click Invite.
In a few minutes, the device should receive a text message or email. The device owner can then follow the link to download the app in the relevant app store. See a sample email below. Note the organization key, which will be needed a bit later.
Alternatively, the device owner can search for "Mobile Forms" in the App Store (iOS) or "Forms" in the Google Play Store (Android) to download Device Magic's Mobile Forms app.
Once the download is complete, open the app.
When the app starts up for the first time, the device owner will be asked to "Create New Team" or "Join an Existing Team". Choose Join an Existing Team to connect the device to the organization.
To create a new Device Magic account, click the Create New Team button, input the required information, and follow the prompts.
To join a team, enter a name for the device and the Organization Key. The "Org Key" can be found in the text message or email invitation.
Note: If you're an administrator of the account, the Organization Key can also be found on your dashboard.
Finally, click Send Join Request. The administrator of the account will receive an email notification to approve the device.
Approving a Device
Log in to the website. You will see the option to approve the device request on the right side of your Dashboard. Click the green check mark to approve.
Once the device is approved, the mobile application will automatically begin downloading assigned forms.
Login through Microsoft Active Directory SSO
If your organization has set up Device Magic in Microsoft Azure's Active Directory, click the Log in with Company ID (SSO) button.
Enter your SSO email in the app.
You will then be redirected to Microsoft, where you will enter your Active Directory password. Click Sign in and follow any other required steps (ex. two factor authentication).
Another redirect will occur and you'll be logged in. Your assigned forms should then attempt to download.
If you have any questions or comments feel free to send us a message at firstname.lastname@example.org.