Onboarding iMessage Users

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You can self-onboard WhatsApp Phone Capture users to Capture Mobile through the Capture Mobile Admin Portal. Once your organization is provisioned, you will receive a Welcome email from Smarsh.

Important

Self-onboarding is supported only for users with corporate-owned devices.

If your organization supports BYOD (Bring Your Own Device), you must use the Capture Mobile User Provisioning form to onboard your users. Create a case on Smarsh Central to request user provisioning and a Smarsh representative will assist you. For more details about the User Provisioning form, see the article here.

  1. The Welcome email from Smarsh, with the link and credentials to the Admin Portal, is your first correspondence with Capture Mobile.

  2. Access the Admin Portal.

  3. Add users to Capture Mobile.

  4. Assign users to archive plans.