Electric IT Hub

Getting Started

The Electric IT Hub 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 IT Hub, you'll see a Getting Started Guide that walks you through the essential actions needed to set your organization up for success. This guide, along with the linked articles below, will take any new IT Hub admin through all the steps needed to configure the basics of your IT Hub instance. Following these steps will get you up and running in no time!

1. Complete your IT Questionnaire

(~ 3 minutes)

Let's jump right in! When you first log in, you'll be prompted to complete your IT Questionnaire—the foundation for setting up your account.

Already activated your account? There's a good chance you've completed this step! If not, click the Complete IT Questionnaire button on step 1 to get started.

This step will be marked completed once you complete your IT Questionniare.

2. Configure organization settings

The following three steps will guide you through essential configurations from the Settings page: adding a payment method, enabling Mobile Device Management (MDM), and connecting your Apple Business Manager account (ABM).

2.1 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 IT Hub licenses, warehousing, QR codes, and other subscriptions.

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.

2.2 Enable mobile device management (MDM)

(~ 10 minutes)

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.

2.3 Connect Apple Business Manager account(ABM)

(~ 10 minute)

If your company has an Apple Business Manager (ABM) account, you can connect it to Electric's hardware store for hassle-free Apple device management. With this connection in place, all Apple devices purchased through Electric will automatically enroll in your ABM as company-managed devices.

Click the Connect ABM button to start this process. You can click Skip step if you prefer to return to this later.

Need detailed instructions? Find them here.

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

3. Connecting your HR system

(~ 5 minutes)

The Electric IT Hub 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 HR system button to start this process. You can click Skip step if you prefer to return later or if your organization doesn't use a supported HR system.

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

Need detailed instructions? Find them here.

This step will be marked completed once you have connected your HR system or clicked the skip button.

4. Add Employees

(~ 5 minutes)

There are multiple ways to bring your team into IT Hub, and the options you see depend on your previous setup:

Connected your HR system? You'll see Verify pending employees, which takes you to a page showing all employees IT Hub detected via your HR system. From there, you can decide which employees should receive Pro licenses.

Adding employees manually? Click Add new employees 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. For 10+ employees or if you have employee information in a spreadsheet, bulk upload will save time.

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

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

5. Configure employee support

(~ 5 minute)

Now that you've added your employees, it's time to set up your IT Champions.

IT Champions are your designated experts who handle specific types of support issues within your organization. You can assign Category Champions based on different areas of expertise—including applications, connectivity, devices, and other IT needs. This targeted approach ensures that support issues 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 Super Admin. Proper assignment of Category Champions is crucial for maintaining a streamlined and responsive support system within your organization.

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

Need detailed instructions? Find them here.

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

6. Streamline onboarding & offboarding

To ensure smooth onboarding and offboarding processes, it's essential to properly configure your applications and groups within IT Hub.

6.1 Add and configure app integrations

(~ 15 minutes)

Managing licenses, access requests, and employee adoption of SaaS applications can become challenging as your application portfolio grows. When employees can't access the tools they need, collaboration and delivery slow down.

Click the Add applications button to start setting up your applications.

Need detailed instructions? Find them here.

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

6.2 Add & configure groups

(~ 10 minutes)

The Groups page elevates your onboarding process by organizing employees into customized groups. Effortlessly prepare your workforce and streamline application setups. Groups can be tailored to fit your needs, whether for departments, locations, or teams.

Click the Add groups button to start setting up your groups.

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.

Need detailed instructions? Find them here.

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

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