User onboarding in an MDM platform such as Trio refers to the structured process of provisioning users with access to managed devices, applications, and enterprise resources in a secure and compliant manner. This involves registering users within the MDM system, applying user-specific configurations, assigning appropriate roles and access permissions, and ensuring alignment with organizational policies. The onboarding workflow ensures that each user is properly authenticated, authorized, and equipped with the tools and settings to operate within a managed environment.
Adding Users
To add users to Trio, IT administrators can choose from several methods, each designed to support different onboarding workflows and organizational needs.
Available methods include:
New Onboard – A step-by-step guided process for detailed user setup
Quick Add – A simplified form requiring only essential user information
Upload CSV – Bulk import users using a properly formatted CSV file
Import from Google Workspace – Synchronize users directly from your Google directory
Import from Microsoft Entra ID – Integrate with your Microsoft identity environment to import users seamlessly
Each method enables secure and efficient user provisioning within the Trio platform.
We will review each of these methods in this article.
New Onboard
To add a user using the New Onboard method, navigate to the Trio Business panel from the left-hand menu and select "Users". Click the "Add User" button at the top right of the page, then choose "New Onboard".
In this section, you’ll be required to enter the user's basic information, including:
First and last name
Company (business) email
Password (for panel login)
Personal email address
This method ensures a complete and secure user setup within the Trio platform.
There is also an optional step where you can provide the personal user information.
After entering the user information, the next step is to assign assets, such as devices and accessories, to the user. Click "Add" to open the asset selection menu, then choose the items you want to associate with the user. This ensures proper tracking and management of assigned resources within the Trio platform.
You will see the list of assets enrolled in Trio, and you can select the items the user needs.
The next step is to assign the user to one of the organization’s groups. After selecting the appropriate group, you can assign the necessary profiles (security and configuration) and software packages that should be applied to the user’s devices. This ensures the user receives the correct settings, policies, and tools upon onboarding.
In addition to the steps above, you can also enter additional user details to complete the profile. This includes:
Job title
Contract type (e.g., full-time, part-time, fixed-term)
Assigned manager
Work model (remote, hybrid, on-site)
Office location
Once all required information is provided, you’ll see a confirmation message indicating that the user has been successfully added. You can return to the Users section at any time to add more users using the method that best suits your workflow.
Quick Add
To add a user using the Quick Add method, click on the corresponding button and enter the following required information:
First and last name
Company email address
A strong password (must include numbers, special characters, and both uppercase and lowercase letters)
Personal email address
Group selection to assign the user
Once all fields are completed, click Submit to finalize the user creation. This method is ideal for fast, simplified onboarding.
Add from CSV
To bulk add users, select the "Add from CSV" option. Before uploading, make sure to review the provided template and format your Excel sheet accordingly to ensure compatibility with Trio’s system. This method is ideal for onboarding multiple users efficiently and accurately.
Import from Google WorkSpace and Microsoft Entra ID
If you have integrated your identity directories through Trio Integrations, you can import users directly from those directories into the Trio panel. This ensures a seamless and secure user provisioning process aligned with your existing identity infrastructure.
Read more: Integrations
If you have more questions, please make sure to contact Trio support.