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Version: 8.0

Manage the Mobile Creatio app using Microsoft Intune admin center

Level: intermediate

One of the administrator priorities is to ensure end users have access to the apps they need for their work. To do this, administrators can use Microsoft Intune to manage the custom apps that users use. This functionality also facilitates additional data protection while managing devices. Learn more: official vendor documentation.

Before you start managing the app in Microsoft Intune, sign in to the Microsoft Intune admin center and make sure your user has the "Application administrator" role.

1. Create a group to manage users and add users to the group

Instructions: official vendor documentation.

For example, create the "Mobile users" group.

2. Add the app to the Microsoft Intune admin center

You can add the Mobile Creatio app to the Microsoft Intune admin center in the following ways:

  • using app package file for the Android app
  • using App Store for the iOS app

Add the Android app

Add the Android app to the Microsoft Intune admin center using the app package file. To do this:

  1. Click AppsAll appsAdd.

  2. Select the app type.

    Property

    Property value

    App type

    Line-of-business app

    Click Select.

  3. Fill out the app properties.

    Property

    Property value

    App information tab

    Select file

    Click Select app package file → select the *.apk or *.ipa file of the Mobile Creatio app → OK

    Publisher

    An arbitrary value. For example, "Creatio."

    Target platform

    Android device administrator

    Category

    Business

    Assignments tab

    Available with or without enrollment

    Click Add group → select your group → Select

  4. Click Create.

As a result, your Mobile Creatio app on the Android platform will be added to the Microsoft Intune admin center.

Add the iOS app

Add the iOS app to the Microsoft Intune admin center using App Store. To do this:

  1. Click AppsAll appsAdd.

  2. Select the app type.

    Property

    Property value

    App type

    iOS store app

    Click Select.

  3. Fill out the app properties.

    Property

    Property value

    App information tab

    Select app

    Click Search the App StoreMobile Creatio for IntuneSelect

    Category

    Business

    Assignments tab

    Available with or without enrollment

    Click Add group → select your group → Select

  4. Click Create.

As a result, your Mobile Creatio app on the iOS platform will be added to the Microsoft Intune admin center.

3. Create the app compliance policy

To create a compliance policy:

  1. Click DevicesComplianceCreate policy.

  2. Create a policy.

    Property

    Property value

    Platform

    "Android device administrator" or "iOS/iPadOS"

    Click Create.

  3. Fill out the policy properties.

    Property

    Property value

    Basics tab

    Name

    An arbitrary value. For example, "Android" or "iOS."

    Assignments tab

    Included groups

    Click Add groups → select your group → Select

  4. Click Create.

As a result, the compliance policy for the Mobile Creatio app will be created.

4. Set up the app protection policies

To set up the app protection policies:

  1. Click AppsApp protection policiesCreate policyAndroid or iOS/iPadOS.

  2. Fill out the policy properties.

    Property

    Property value

    Basics tab

    Name

    An arbitrary value. For example, "Android" or "iOS."

    Apps tab

    Custom apps

    Click Select custom apps → select your app → Select

    Assignments tab

    Included groups

    Click Add groups → select your group → Select

  3. Click Create.

As a result, the Mobile Creatio app protection policies will be configured.

If needed, you can set up an additional data protection policy. For example, restrict Copy/Paste operation. To do this:

  1. Click AppsApp protection policies → select the policy → PropertiesEdit the Data protection properties.

  2. Edit the data protection properties.

    Property

    Property value

    Data protection tab → Data transfer block

    Restrict cut, copy, and paste between other apps

    Blocked

    Cut and copy character limit for any app

    10

  3. Click Review + save.

  4. Click Save.

As a result, the Mobile Creatio app protection policy will include the additional settings.

5. Set up the device management

For Android devices, set up device administrator enrollment. Instructions: official vendor documentation.

For iOS devices, add an MDM Push certificate. Instructions: official vendor documentation.


Resources

Official Microsoft Intune documentation