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Manage the Mobile Creatio app for iOS using Microsoft Intune

Level: intermediate

Administrators have to ensure that 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.

To manage the Mobile Creatio app for Android, follow the instructions: Manage the Mobile Creatio app for Android using Microsoft Intune.

Before you start managing the iOS app in Microsoft Intune:

  1. Sign in to the Microsoft Intune admin center.
  2. 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 iOS app to the Microsoft Intune admin center

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

  1. Click AppsAll AppsCreate.

  2. Set App type property to "iOS store app."

  3. Click Select. This opens the Add App page.

  4. 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

  5. Click Create.

As a result, your Mobile Creatio app for iOS will be added to the Microsoft Intune.

3. Create the iOS compliance policy

  1. Click DevicesManage devicesCompliancePolicies tab → Create policy.

  2. Set Platform property to "iOS/iPadOS."

  3. Click Create. This opens the iOS compliance policy page.

  4. Fill out the policy properties.

    Property

    Property value

    Basics tab

    Name

    An arbitrary value. For example, "iOS."

    Assignments tab

    Included groups

    Click Add groups → select your group → Select

  5. Click Create.

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

4. Set up the iOS protection policies

If you need to use previously created protection policy, refresh the configuration. To do this, change some of Mobile Application Management parameters. For example, restrict Copy/Paste operation. Read more >>>

To set up the iOS protection policies:

  1. Click AppsManage appsProtectionCreateiOS/iPadOS.

  2. Fill out the policy properties.

    Property

    Property value

    Basics tab

    Name

    An arbitrary value. For example, "iOS."

    Apps tab

    Custom apps

    Click Select custom apps → select "com.creatio.mobileapp.intune" → Select

    Assignments tab

    Included groups

    Click Add groups → select your group → Select

  3. Click Create.

As a result, the protection policy for the Mobile Creatio app for iOS will be configured.

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

  1. Click AppsManage devicesProtection → select the policy → PropertiesData protectionEdit.

  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 protection policy for the Mobile Creatio app for iOS will include the additional settings.

5. Set up the iOS device management

Add an MDM Push certificate. Instructions: official vendor documentation.

6. Apply the changes

  1. Re-login to your mobile portal.
  2. Reinstall the Mobile Creatio for Intune app.

As a result, Mobile Creatio app for iOS will be available to administrators via Microsoft Intune with managed security policies.


See also

Manage the Mobile Creatio app for Android using Microsoft Intune


Resources

Official Microsoft Intune documentation