Once you’ve created your Trio account and completed the initial sign-up steps, your next goal is to configure the platform so it can manage, secure, and monitor your organization’s devices effectively. This guide walks you through every essential step an admin must complete to fully onboard Trio—covering organization setup, integrations, MDM configuration, user import, access control, enrollment, device grouping, and assignments.
This flow ensures that Trio is aligned with your company’s structure, securely connected to your external systems, and ready to manage devices across any platform including Android, iOS/iPadOS, macOS, Windows, and ChromeOS.
1. Complete Your Organization Information
Settings → Organization
Before deploying devices or importing users, the admin should finalize the organization details. This includes the company name, contact information, branding elements, and administrative defaults.
Short instruction:
Navigate to Settings → Organization and fill in all required fields such as company name, timezone, and contact details.
Why it matters:
Trio uses this information across enrollment profiles, audit logs, admin permissions, and system-wide identifiers. Completing this step ensures that all generated profiles and certificates include accurate organization metadata.
Read: Organization settings
2. Connect Integrations (Optional but Recommended)
Integrations → Directory Services / Authentication / Cloud Services
Trio supports multiple integrations, including:
Directories (Google WorkSpace, Entra
Entra ID / Google Workspace
SAML / SCIM identity providers
Other business systems depending on deployment
Short instruction:
Go to Integrations, choose the directory or authentication provider, and follow the connection steps to authorize access.
Note: Integrating Trio with directory services like Active Directory or Google Workspace ensures that user data is always accurate, centralized, and up to date. Instead of manually adding or updating users, Trio automatically syncs identities from your existing system, reducing errors, saving time, and maintaining consistent user-to-device mapping across the platform.
If you have any existing app or service which is also available on Trio, make sure you create the integration to import your data.
3. Configure the MDM Setup
MDM Setup → Google / Apple / Both
Trio’s unified MDM supports Android Enterprise, Apple Business Manager (ABM), Apple School Manager (ASM), and cross-platform device enrollment.
Short instruction:
Go to Fleet > MDM Setup, choose Google (Android Enterprise) or Apple (ABM/ASM), and follow the configuration flow to link your organization and generate the necessary tokens.
Why it matters:
MDM configuration is required before any device can be enrolled. It defines how Trio authenticates and communicates with Apple/Google device management services.
4. Add Users (Recommended for organizations also aiming at managing their users)
Users Management → Users
Admins can add users through:
Manual entry
CSV upload
Directory sync (Google Workspace, Active Directory, MS Entra ID)
Short instruction:
Navigate to Users, choose Add User, and select your preferred import method. After importing users, assign them to designated user groups.
Why it matters:
Users must exist in the system before assigning devices, policies, or roles. Proper user management ensures device ownership mapping and access controls work correctly.
Read: Add users in Trio
Read: Create user groups
5. Assign Access Levels (Optional)
Settings → Access
Trio uses role-based access control to define what each admin can see and manage. This includes full admin roles, staff roles, read-only roles, and custom granular permissions.
Short instruction:
Go to Settings → Admins & Permissions, select a user, and configure the appropriate access level.
Why it matters:
Restricting access ensures sensitive device operations—such as wiping devices or modifying policies—are only available to authorized personnel.
6. Create and Manage Device Groups
Fleet → Device Groups
Device Groups allow you to organize devices based on platform, or ownership. They simplify mass management by enabling bulk assignments of policies, apps, and geofencing.
Short instruction:
Navigate to Fleet → Device Groups, create a new group, and assign devices based on your organizational structure.
Read: Create a device group
Why it matters:
Grouping ensures you can apply consistent configurations and security policies to large numbers of devices without manual effort.
7. Enroll Devices
Enrollment → Platform Enrollment Methods
Trio supports enrollment for:
Android Enterprise (Fully Managed, Work Profile, Dedicated/Kiosk, Not Enterprise)
iOS / iPadOS supervised and unsupervised profile enrollment
macOS via Automated Device Enrollment (DEP) or manual enrollment
Windows via pairing codes, credentials, PowerShell script or SSO methods
Linux with terminal scripts
Instruction:
1. Go to Enrollment
2. Click "Enroll"
3. Select Platform, ownership, method
4. Complete assignment (optional)
5. On "Get instruction" step, click "Save"
6. Click "Done" to go to the enrollment main page. Scroll down to see Saved tokens
7. Click the three dots on saved token, and click "Send to users"
The users will receive the designated token to enroll their devices according to the admins configuration.
Why it matters:
This will help the IT admin facilitate device enrollment for a large group of devices according to the platform.
8. Manage Assignments
Policy Management / Software Policy / Geolocation Services
Assignments link your configurations with your device groups and users. This includes:
Security and configuration policies
Software management
Geonfences and location settings
Why it matters:
Assignments determine what each device receives—security levels, restrictions, applications, and monitoring rules.
Conclusion
Completing the onboarding steps ensures Trio is fully configured to manage your organization’s devices securely and efficiently. Once the setup is done, admins can begin enforcing policies, tracking activity, deploying apps, and leveraging Trio’s automation tools to maintain a secure, compliant device fleet across all platforms.