Electric

Getting Started

Electric empowers your organization to streamline IT operations, regardless of technical expertise. Enjoy complete visibility and security with less effort and more time to get work done.

When you log into the Electric Admin Console you'll see the Getting Started Guide on the right hand side of the Dashboard. This guide along with the articles linked through this page will take you through all the necessary steps needed to configure the platform and get you actively using the platform in no time!

Looking for a checklist? Download them here:

• Electric Pro Implementation Checklist

• Electric Essentials Implementation Checklist

Migrating from an IT Managed Service Provider (MSP)? Check out our guide on things to consider here.

1. Add and manage employees

Important: have no fear, following these steps will not invite employees to the Electric platform. You will be able to invite all employees towards the last step of this guide using the Launch Electric for your team option.

1.1 Add employees

You have three options when it comes to adding employees to your Electric organization.

1. Connecting to an HR system or identity solution

Electric is designed to work seamlessly with and for your employees, as well as for you as the account administrator. For Pro customers, connecting your HR system now creates a more automated IT Hub experience and reduces manual steps when adding employees and groups.

Click the Connect to HR or identity solution button to start this process.

Important: HR system connections are available exclusively with the Pro plan.

Need detailed instructions? Find them here.

2. Adding employees individually

Click Add employee individually to access the employees page where you can start adding your team. If you have fewer than 10 employees, adding each manually is likely your fastest path.

More detailed instructions on how to add employees can be found here.

3. Add employees via CSV

For 10+ employees or if you have employee information in a spreadsheet, bulk upload will save time. Click the Add employees via CSV button and then upload your formatted spreadsheet.

More detailed instructions on how to add employees can be found here.

This step will be marked completed once you have added 1 additional employee to your organization.

1.2 Invite admins

Now that you’ve added your employees, you can select additional Admins:

1. Select the employee whose role you want to update

2. Click the Edit Employee button in the upper right corner of the employee detail page

3. Update the Role attribute to Admin

4. Select Save

This will trigger an email notification to the Admin to log into their account.

This step will be marked completed once you have added 1 additional admin to your organization.

1.3 Configure employee support

Recommended Read: Learn about the Employee Support Center your employees can leverage to submit IT requests to your IT Champions here.

Click the Setup IT Champions button to choose who at your organization will be your IT Champions for each category.

IT Champions are designated experts who handle specific types of support issues within your organization. You can assign Champions based on different areas of expertise—including applications, connectivity, devices, and other IT needs. This targeted approach ensures that support issues your team submit are managed promptly and effectively by the appropriate experts, improving overall support efficiency and user satisfaction.

If no Category Champion is assigned for a particular area, issues will automatically default to the first Admin added to Electric. Proper assignment of Category Champions is crucial for maintaining a streamlined and responsive support system within your organization.

Need detailed instructions? Find them here.

This step will be marked as completed once you click the Setup IT Champions button.

2. Streamline onboarding & offboarding

To ensure smooth onboarding and offboarding processes, it's essential to add all of your applications, set up available integrations and assign applications to groups.

2.1 Add Applications 

(~ 10 minutes)

Recommended Read: Learn about adding and managing Applications and Integrations here.

Click the Add applications button to start adding your applications. We recommend adding all applications you can think of before moving on to adding integrations.

This step will be marked completed once you add 1 application to your organization.

2.2 Connect app integrations

Once you’ve added your applications, you’ll see Integration available under connection status in the application table. This status indicates that an integration is available for the application but has not been set up yet. Once activated, it can enable account creation and deletion during employee onboarding and offboarding.

Click into each application with an integration available and follow the instructions to connect the available integration.

Important: The license level and admin access requirements to connect each application integration are different for each application, so be sure to follow the instructions outlined in the details page!

2.3 Add and configure groups

(~ 5 minutes / group)

Recommended Read: Learn about the power of Groups here.

Groups are how you can organize your employees and the applications they should have access to. Groups can be tailored to fit your needs, whether you choose to set up departments, locations, or teams, it’s up to you.

Groups must be configured with Applications to work their magic. Without this association, your onboarding and offboarding processes won't know which apps to grant or revoke access for.

Already connected your HR system? Great news! Groups have been automatically created to match your existing departments. Simply add the appropriate applications to ensure each group is configured properly. To add or edit Groups you must add or edit them within your HRIS platform.

1. Click into a Group

2. Click Applications, select Actions and Add applications

   1. Select all applications that this Group should have access to

   2. Select the Has accounts button. This indicates that existing employees of this group already have access to these applications.

   3. Repeat for all other Groups!

Need to add Groups? If you don’t have an existing group structure, we recommend starting with broad Groups (like "All Employees") for universal apps like your email app or chat provider app. From there you can create specific Groups (like "Sales Team" or "Engineering") for role-specific tools.

1. Click the Add groups button to add a group and then click into the created Group

2. Select the Actions dropdown and Add employees

3. Click Applications, select Actions and Add applications

   1. Select all applications that this Group should have access to

   2. Select the Has accounts button. This indicates that existing employees of this group already have access to these applications.

   3. Repeat for all other Groups!

Need more information on Groups? Find them here.

This step will be marked completed once you have added 1 application to a group within your organization.

3. Configure organization settings

The following three steps will guide you through essential configurations from the Settings page: adding a payment method and enabling Mobile Device Management (MDM).

3.1 Add payment method for services

(~ 1 minute)

Setting up your billing information now prevents delays down the road! This payment method covers all service invoices including your Electric licenses, warehousing, QR codes, and any other subscriptions you have with us.

Click the Add payment method button to open the billing modal where you can enter your information and payment details.

This step will be marked as completed once you enter a payment method on file.

3.2 Enable mobile device management (MDM)

(~ 10 minutes)

Recommended Read: Learn about securing and managing devices with JumpCloud here.

JumpCloud MDM empowers Electric customers to easily manage users, devices, access, and security policies. Whether your business uses Windows devices, Apple devices, or both, enabling MDM early ensures everything is ready for seamless deployment when you add employees.

Select the button that matches your environment to redirect to the Settings page where you can begin this process.

Important: MDM is available exclusively with the Pro plan.

Need detailed instructions? Find them here.

This step will be marked completed once you have enabled your MDM account or clicked the skip button.

4. Launch Electric for your team

4.1 Notify your company of the Electric partnership

Before using the “Launch Electric for your team” feature, we recommend sending a note out to the company letting them know about your partnership with Electric so they know what to expect next. We’ve created some templates you can use:

• Template for Pro Customers

• Template for Essentials Customers

This step will be marked completed once you click “Employees notified”.

4.2 Invite employees to Electric

Once you’ve shared the news, click the Send Welcome Email button to send welcome emails to all your team members, inviting them to set up their accounts.

This step will be marked completed once you click the ‘Send welcome email’ button.

5.Streamline device procurement & provisioning

5.1 Connect Apple Business Manager account(ABM)

(~ 10 minute)

Recommended Read: Learn about the power of Apple Business Manager (ABM) and zero-touch device provisioning (ZTP) here.

Apple Business Manager is a web-based portal that allows companies to connect devices purchased through authorized resellers with a mobile device management (MDM) solution. It is an essential platform to configure automated device provisioning, also known as zero-touch provisioning (ZTP).

Already using Apple Business Manager (ABM)?

• Click the Connect ABM button to start this process.

• Follow these detailed instructions to configure both Apple Business Manager and zero-touch provisioning.

Not using Apple Business Manager (ABM) yet?

1. Follow these steps to enroll your organization in Apple Business Manager.

2. Once your account is created, click the Connect ABM button to start this process.

3. Follow these detailed instructions to configure both Apple Business Manager and zero-touch provisioning.

This step will be marked completed once you have connected your Apple Business Manager account or clicked the skip button.

5.2 Configure Zero-Touch Provisioning (ZTP)

Now that you have added your Apple Business Manager account, you just need to complete a few more steps to connect to Jumpcloud and set up zero-touch provisioning. 

Follow these instructions and work with Electric’s support team to complete configuration of zero-touch provisioning.

This step will be marked completed once you click “Zero-touch provisioning completed”.

Questions? Contact our team at product-support@electric.ai