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Onboarding users and devices
Onboarding using the self-onboarding portal
In this collection of topics, you will learn how to onboard devices to Portnox™ Cloud using the Portnox self-onboarding portal and credentials or certificates.
Set up the self-onboarding portal
In this topic, you will learn how to set up the Portnox™ Cloud self-onboarding portal for your users.

Onboarding users and devices
- What is onboarding in Portnox Cloud?
  In this topic, you will learn about the meaning of the term onboarding and the activities that are considered part of onboarding in Portnox™ Cloud.
- Onboarding manually with credentials
  In this collection of topics, you will learn how to onboard devices to Portnox™ Cloud manually using credentials.
- Onboarding using the self-onboarding portal
  In this collection of topics, you will learn how to onboard devices to Portnox™ Cloud using the Portnox self-onboarding portal and credentials or certificates.
  - Set up the self-onboarding portal
    In this topic, you will learn how to set up the Portnox™ Cloud self-onboarding portal for your users.
  - Windows
    In this topic, you will learn how to onboard using the self-onboarding portal, a Windows 10 computer, and a wired or wireless network managed by Portnox™ Cloud.
  - macOS
    In this topic, you will learn how to onboard using the self-onboarding portal, a macOS computer, and a wired or wireless network managed by Portnox™ Cloud.
  - iOS
    In this topic, you will learn how to onboard using the self-onboarding portal, an iOS device such as an iPhone, and a wireless network managed by Portnox™ Cloud.
  - Android
    In this topic, you will learn how to onboard using the self-onboarding portal, an Android device, and a wireless network managed by Portnox™ Cloud.
  - ChromeOS
    In this topic, you will learn how to onboard using the self-onboarding portal, a ChromeOS device such as a Chromebook, and a wireless network managed by Portnox™ Cloud.
  - Linux
    In this topic, you will learn how to onboard using the self-onboarding portal, a Linux machine, and a wired or wireless network managed by Portnox™ Cloud.
  - HP printer
    In this topic, you will learn how to onboard using the self-onboarding portal, a HP printer compatible with 802.1X, a Windows computer, the HP Smart application, and a Wi-Fi network managed by Portnox™ Cloud.
  - IoT devices
    In this topic, you will learn how to onboard generic IoT devices to a network managed by Portnox™ Cloud using the self-onboarding portal.
- Onboarding with AgentP
  In this collection of topics, you will learn how to onboard devices to Portnox™ Cloud using Portnox™ AgentP.
- Onboarding with MAC addresses
  In this collection of topics, you will learn how to onboard devices to Portnox™ Cloud using MAC addresses.
- Onboarding using endpoint management
  In this collection of topics, you will learn how to onboard devices to Portnox™ Cloud using endpoint management solutions.
- Other onboarding methods
  In this collection of topics, you will learn about other onboarding methods for unique situations.
- Monitoring mode
  In this collection of topics, you will learn how to use the monitoring mode to safely onboard devices without risking the loss of network access.

Set up the self-onboarding portal

In this topic, you will learn how to set up the Portnox™ Cloud self-onboarding portal for your users.

Important:

On mobile devices, make sure to use a supported browser when accessing the self-onboarding portal:

Android: Chrome
iOS: Safari

If you use a different browser, self-onboarding may not work due to the limitations of the operating system and the browser.

In the Cloud portal top menu, click on the Settings option.
In the Cloud portal left-hand side menu, click on the Services > GENERAL SETTINGS > Self Onboarding option.
In the Self Onboarding section, click on the Edit link.
Activate the checkbox Allow self-onboarding by end-users.
Portnox Cloud will generate a unique URL for your self-onboarding portal.
Optional: If you want Cloud account users to be able to use their accounts as well as create new Cloud accounts, activate the checkbox Allow end-users to create Portnox Cloud accounts via self-onboarding portal.

Note:
We strongly recommend that you turn on this option if you want to use the self-onboarding portal to onboard IoT devices, such as printers.
Click on the Save button to save this setting.
Click on the ⧉ icon to copy the URL and share it with your users.

Note:
The URL for this content doesn’t change. You can use your company’s link shortening services or redirects to create a URL that is easier for your users to remember and access.

Note:

Profiles obtained through the self-onboarding portal have MAC randomization disabled to prevent issues where a single device might consume multiple licenses.