Device assignment

This article explains how device assignment works, how the first assignment is created, how to manage unassignment and reassignment, and which best practices to follow to keep your inventory accurate.

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Device statuses

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Understand the first device assignment

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Rely on automated assignment through MDM

It is not necessary to manually import your device list. MDM deployment automatically creates and assigns devices during enrollment.

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Follow the enrollment process

1. The employee signs in with their email address on their dedicated Primo enrollment page. This allows Primo to generate an employee-specific installer.
2. Primo then relies on a second verification: the email address actually used on the device via SSO.

This information can be found in Fleet under the “used by” field. iPhones and iPads enroll through a link that is the same for every employee, so the enrollment page does not identify them. Primo assigns them from the sign-in alone, which requires Require authentication to enroll in MDM > Settings. See Enroll iPhones and iPads.

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Result

When an employee installs the Primo MDM on a device:

• The device is automatically created in the cockpit.
• The device is automatically assigned to the employee, without manual action.

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Use assignment suggestion

In some cases, Primo does not have enough information to assign a device automatically (multiple user sessions, generic installers). In these cases, you can assign the device manually if you know the owner, or use the Assignment suggestion feature, which uses MDM data to assist or automate assignment.

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Enable the Assignment suggestion

Go to MDM > Settings, then choose an option in Automatic device assignment in the Enrollment section:

• Suggest only: Primo only displays assignment suggestions. You validate them manually.
• On: if the device is not already assigned, Primo automatically assigns it to the most relevant employee.
• Off: Primo makes no suggestion.

When enabled, devices in stock can be assigned automatically based on MDM data. This is especially useful in environments with high employee turnover.

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Unassign a device from an employee

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Unassign or reassign manually

From the device inventory page or the device panel, you can:

• Send a device back to stock.
• Reassign it to another employee.

Sending a device to stock immediately clears its current assignment.

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Unassign during offboarding

When an employee is offboarded, the offboarding flow asks what to do with the device:

• Return it to stock
• Remove it from the fleet
• Reassign it to another employee

Returning the device to stock automatically removes the previous assignment. The device can then be automatically assigned by the Automatically assign feature. Good practice: wipe the device at this stage to remove all data from the former employee.

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Specific cases

Automatic assignment is not yet available for iOS and Android devices, but support is planned in an upcoming release.