Articles // Identity

The Instruction PDF Does Not Know Who Finished

The passkey profile is configured. The target groups are set. The pilot went well. Now a few hundred or a few thousand people each have to register a passkey on their own device and start signing in with it.

Most organisations handle this step the way they handle every other user-facing change: IT writes an instruction, exports it as a PDF and sends it out. Larger organisations add a ticket per user. Both feel like progress. Neither can answer the question the project will be asked every week until 1 February 2027: who is finished, and who is left?

You would not accept that for a patch. A patch has a compliance state per device, and you chase only the devices that are left. This article is about applying the same standard to passkey enrollment.

LakeForest offers this as Guided Enrollment & Migration Tracking. See the guided enrollment offer →

A document is a one-way channel

A PDF is a reasonable tool for a small group with one device type. The limits show up with scale and variety.

// THE PART A DOCUMENT CANNOT SEE

On Android, a personal profile and a work profile are isolated. Microsoft documents that a passkey works only in the profile where it was stored. A user can follow the instruction correctly, see a registered passkey on the Security info page, and still be unable to use it from the work apps. In Entra ID that user looks finished.

A ticket gives you a status that somebody typed

Opening a ticket for every user solves the “who is left” question on paper. Every user has a row and every row has a state.

The state is the problem. A ticket is closed when the user says they are done, or when an agent looks at the account and sees a passkey. The first is a statement, the second is a registration. Neither shows that the user signed in with the new method. Ticket state and Entra state are two separate records, and from the first day they drift apart.

The cost also scales the wrong way. Every user becomes a unit of helpdesk work, including the majority who would have completed the change without help.

Microsoft's registration prompt is a prompt

Entra ID has its own channel: the registration campaign, which asks a user to set up a passkey during sign-in. It is worth understanding exactly what it does, because many tenants are now running it in the Microsoft-managed state.

According to Microsoft's documentation, as of October 2026:

The campaign decides when to ask. It does not decide which passkey type fits a user group, it does not explain why the screen on a phone looks different from the screen on a laptop, and its settings hold no result per user. Whether a user registered, and whether they later signed in with the passkey, you read from registration details and sign-in logs.

It is a useful background mechanism. It is not a rollout plan.

Registered is not finished

All three channels end at the same place: a passkey is registered on the account, or somebody says it is.

Registration and use are separate facts in Entra ID, and they come from separate sources. Authentication method data shows that a credential exists. Only the sign-in log shows that a specific sign-in used it.

There is no shortcut on the method object itself. In our laboratory tenant on 27 August 2026, the beta lastUsedDateTime property on the FIDO2 method objects was still null after a successful sign-in with a passkey in Microsoft Authenticator on Android. Microsoft documents the property as optional. We treat it as informational metadata and do not use it to decide that a user is done.

// DEFINE DONE BEFORE THE ROLLOUT

If “done” means “registered”, you can reach 100 percent and still have users who sign in with an SMS code every morning. Decide which sign-in data proves completion before the first instruction is sent.

What guided enrollment changes

Guided enrollment replaces the document with a short web application that the user signs in to with their work account. Four things are different.

Portal check result for a sample account: a suitable sign-in method is found and the next step is to sign in with it
The first screen is a check. Here a passkey is registered but has not been used yet, so the user is not counted as finished. Sample account.
Portal method choice with three options: Windows Hello on this computer, passkey on your phone, physical security key
The user sees only the registration options enabled for the project.
Portal guide for saving a passkey on a Windows computer, with three steps and a checkpoint under each step
Each step lists the actions, the expected result and a checkpoint. Registration itself happens on Microsoft's Security info page.
Portal check result for a sample account: all set, with the date and time of the detected sign-in
Complete means a sign-in with the new method was found in the sign-in log. The portal shows when. Sample account.

The result is a state per user that nobody typed: not started, registered, waiting for a first sign-in, complete, or asked for help. Follow-up goes to the users who are left, not to everyone again. A user who is stuck sends a help request from the portal, and IT sees the request next to that user's state.

Where it runs, and what it needs

A tool that reads authentication data deserves direct questions, so here are the answers.

// MADE TO LOOK LIKE YOURS

The screenshots show our default design. Yours does not have to look like that. We adapt the portal to your organisation: logo, colours, layout, wording, languages, the registration options on offer and the instruction images for your devices. Users see a page that belongs to their own IT department, not a vendor tool.

When you do not need it

A tested instruction and a short session are enough for a small group with one device type and one passkey choice. That is a legitimate way to run a rollout, and it is what our migration offer includes by default.

Guided enrollment earns its place when at least one of these is true: you have more users than you can walk through one by one, several device types or languages need different instructions, or the team is already tracking people in a spreadsheet.

If you only read one section

Before you send the instruction, answer three questions:

  1. What is the state of each user today, and where does that state come from?
  2. Which data will prove that a user is finished: a registration, or a sign-in?
  3. Who are the users who will not respond to the first message, and how will you find them without contacting everyone again?

If the answers are “a spreadsheet”, “we will check Security info” and “we will send it again”, you have a document, not a rollout.

Want to see it with your own numbers? Tell us how many users are in scope, which devices they use and which languages they work in. In a 30-minute call we walk through the portal on a sample account and tell you whether guided enrollment fits, or whether a tested instruction is enough. Request a call →

Next step

Do you know who is left?

We deploy the guided enrollment portal into your Microsoft environment, adapt the instructions to your devices and languages, and connect completion to your sign-in data.

Discuss guided enrollment