Security Agent Installation — Send Installation Invitation

Sending users an email invitation with a link to download the installation package is a convenient way to deploy Security Agents. You can send installation invitation email to users in one of the following ways:

  • Send installation invitation email to users individually

  • Send installation invitation email to multiple users at the same time

Users must have a compatible browser with the security level set to allow cookies to successfully download the installation package.

Note:

  • The Security Agent uses the proxy settings in Internet Explorer under Tools > Internet Options > Connections > LAN Settings to access the Internet.

  • Microsoft Edge users need to go to Settings > Network & Internet > Proxy >. Under Manual proxy setup, turn on Use a proxy server, and then type the proxy server address and port number.

  • Firefox users need to ensure the browser uses system proxy settings available under Tools > Options > Advanced > Network > Settings.

  • Administrators can modify the Terms of Use that mobile device users must agree to before installing the Security Agent/Security Profile. Modify the Terms of Use from ADMINISTRATION > Mobile Device Enrollment Settings.

  • If you are a reseller, you must log into each company that you are administering separately to either obtain the download URL for distribution via email or to download the Security Agent installer for conventional or scripted installation. If you use the wrong URL or Security Agent installer, the Security Agent will show up under the wrong customer and will have to be reinstalled using the correct installer.

  1. On the Worry-Free Services web console, go to SECURITY AGENTS.
  2. Do one of the following:

    • Above the Security Agent List, click Add Security Agents.

    • Select the group to which you want to add Security Agents and click Add Security Agents.

    The Security Agent Installation Methods screen appears.

  3. To send installation invitation email to multiple users at the same time, do the following:
    1. Under Send Installation Invitation, click Bulk Send.
    2. Create a CSV file with the email addresses of users to send the invitation email. To obtain the template file, click Download Template.
      Note:

      You can specify up to 500 entries in the CSV file.

    3. Click Upload File and upload the CSV file that you have created.
    4. (Optional) Configure the email content.
    5. Click Send to send installation invitation email to the users specified in the CSV file.
  4. To send installation invitation email to individual users, do one of the following under Send Installation Invitation:

    • Click Single Send to open the message in your default email client.

    • Click View email content to display the email content. You can click Copy Content to copy the email content to your default email client.

      To obtain the QR code for the download link, click Download QR Code. You can include the QR code in the installation invitation email.

  5. (Optional) Click Configure link expiration to set the expiry time for the following if the user does not take action:

    • Download link

    • Security Agent installation package

    • Authentication code (for iOS and Chromebook)

Parent topic: Security Agent Installation Methods