Applicable to Administrators
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.
Self-onboarding to WhatsApp Cloud Capture involves the following steps:
Receiving the Welcome email from Smarsh: Your first correspondence with the Capture Mobile solution is the Welcome email you receive from Smarsh. The Welcome email contains the link to the Capture Mobile Admin Portal with your credentials.
Accessing the Admin Portal: The Admin Portal is your one place to manage users and archiving plans.
Adding users to Capture Mobile: Add WhatsApp Cloud Capture users to the Capture Mobile solution.
Note
If you change the mobile number of a user who is already connected to the WhatsApp Cloud Capture web session, the system creates a new user. The new user will need to reconnect to the web session.
To handle such scenarios, Smarsh recommends deleting the old user and creating a new one, rather than changing the user's mobile number.
Assigning users to archive plans: Add WhatsApp Cloud Capture users to Capture Mobile archiving plans to archive mobile communication data.
User onboarding: Users onboard their WhatsApp or WhatsApp Business account to WhatsApp Cloud Capture.