With recent updates, the term "Member" on the screen is gradually being changed to "User." If you still see "Member" in some parts of this help documentation, please read it as "User." For more details on this change, please refer to this announcement.
Expected Outcomes
- Improve efficiency in device management operations
- Reduce security risks when devices are lost or disposed of
- Improve efficiency and quality by outsourcing device provisioning (kitting)
Step-by-Step Guide
1. Create and Update User Profiles
User Profiles is where you register users to be managed in Josys. This is the first step required when starting to use Josys.
You can create User Profiles through External Data Sources (Google Workspace, Microsoft 365 (Entra ID), or SmartHR), CSV uploads, manual registration, the Josys User API, or iPaaS tools.
For details, please refer to the Josys Getting Started Guide.
2. Create and Update Devices
After creating your User Profiles, you will set up your Devices.
You can populate your Devices through integrations with Intune, Jamf Pro, or the Device API, as well as via CSV uploads or manual UI operations.
Intune Integration
- By integrating with Intune, you can import device information from Intune into Josys to serve as the master data for your Devices. For details on how to set this up, please refer to the link below.
- Reference: About Microsoft Intune Integration
Jamf Pro Integration
- By integrating with Jamf Pro, you can import device information from Jamf Pro into Josys to serve as the master data for your Devices. For details on how to set this up, please refer to the link below.
- Reference: About Jamf Pro Integration
Device API Integration
- By using the Device API, you can integrate device information from local databases or other systems. For details on how to use it, please refer to the link below.
- Reference: Device API
CSV Upload
- If you currently manage devices using Excel or other spreadsheets, you can directly upload a CSV file formatted for Josys to migrate your inventory management. For details on how to use this feature, please refer to the link below.
- Reference: Bulk Registering and Editing Devices via CSV File
UI Operation
- You can manually register devices from the "IT Devices" screen in the sidebar of the Josys admin panel. For details on how to do this, please refer to the link below.
- Reference: Registering and Editing Devices
3. Assign Devices to Users during Onboarding or Device Replacement
You can assign devices to users when they join the company or when their devices are replaced. For details on how to configure this, please refer to the link below.
Reference: Assigning Devices
4. Unassign Devices from Users during Offboarding or Device Replacement
You can unassign devices from users when they leave the company or when their devices are replaced. For details on how to configure this, please refer to the link below.
Reference: Unassigning Devices
5. Manage Device Inventory by Checking Status, Warranty, Renewal Dates, and Other Details on the Device Details Page
- Select "IT Devices" from the left sidebar of the Josys admin panel.
- Open the Devices, where you can view the details and status of the target device on its specific page.