Tip #23- Enhancing security during remote support sessions- 'Insider Insights'

Tip #23- Enhancing security during remote support sessions- 'Insider Insights'

Hello Zoho Assist Community!


We are back again this week with another setting from Preferences: Security. Ensuring the security of remote support sessions is crucial, especially when sensitive data is frequently accessed during these interactions. It’s important to implement robust security measures to protect both the technician and the customer. In this post, we will discuss essential security settings that can significantly enhance the safety of your remote support sessions.



Disabling clipboard sharing


Clipboard sharing can be a potential security risk as it allows the technician or customer to copy and paste information between computers.
 Imagine you are providing support to a client handling confidential financial data. By disabling clipboard sharing, you ensure that sensitive information cannot be inadvertently or maliciously transferred to or from the client's system. To implement this:

  • Click the checkbox next to Disable Clipboard Sharing.


Enabling idle session timeout


Picture a situation where a technician is remotely working on a client’s server to perform routine maintenance. Another client steps in with an urgent requirement, and the technician gets caught up with the other device, leaving the session unattended. Enabling the idle session timeout ensures that if the session remains inactive for too long, it will automatically end, protecting the server from any unauthorized access during the client's absence.


An idle session can be a significant security vulnerability. You can enable an idle session timeout to automatically terminate a session if the technician's computer is left idle for a specified duration. A reminder will pop up 90 seconds before the session ends, giving the technician the option to continue or end the session. To enable this:

  • Click the checkbox next to Enable Idle Session Timeout.

Fill in the desired timeout period in minutes in the space provided. Choose Disconnect session to terminate the session or Disconnect session and lock the remote computer to lock the remote computer also.


Locking the remote computer post-session


To add an extra layer of security, you can configure the remote computer to lock automatically at the end of every support session. After finishing a remote troubleshooting session, locking the remote computer ensures that no one can access it until a legitimate user logs back in, maintaining the security of the client's system. By configuring these settings, you can provide secure and efficient remote support, ensuring that your client's data remains protected.To enable this:

  • Click the checkbox labeled Lock remote computer on disconnection after remote connection.

Implementing these settings provides peace of mind, knowing that every remote support session is secure and compliant with best practices for data protection. By taking these proactive steps, you protect sensitive information and maintain the integrity of your remote support services.


    Access your files securely from anywhere











                            Zoho Developer Community





                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts





                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources


                                                                                              Zoho Writer Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ




                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                            • Recent Topics

                                                                                                            • I Can't Clone Webinar that I Co-Organize

                                                                                                              How do i get our account admin to give me permission to clone our webinars? I am a co-organizer
                                                                                                            • How to get the call recording external ID via desk API

                                                                                                              I have enabled phonbridge integration with Zoom Call. I am trying to access the call recording in Zoom by calling Zoom API. I have built a Desk workflow to trigger on a new call, to call a custom function. when calling the API, the response doesn't contain
                                                                                                            • Can't View Project Names in Mobile App

                                                                                                              I can't view project names on PO's in the app, nor can I add that as a viewable PDF field in inventory on the computer. I've attached screenshots showing that in the mobile version whether you are on the PO, editing the PO, or viewing the PO line items,
                                                                                                            • How do you print a refund check to customer?

                                                                                                              Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.
                                                                                                            • Notebook

                                                                                                              I have purchased the monthly pro subscription of Notebook. But it does not support my XP-Pen to write something in it. So it is not useful to me. Hence I am requesting you to help me to discontinue this subscription.
                                                                                                            • Domain Mapping & Image Publishing Issues on Zoho Sites

                                                                                                              Hello, I am facing two issues with my Zoho Sites account: 1. Images not visible after publishing. 2. Domain mapping error: "Domain already exists". I am a paid customer. Please connect me with Live Chat Support or Zoho Assist so I can show my issue
                                                                                                            • Prevent duplicate with custom fields?

                                                                                                              I was wondering something about custom field/custom modules in Zoho Desk. For some reason you can make a custom field mandatory but not unique? For example, if I create a custom module to manage equipment and renewal and make a field serial number no
                                                                                                            • Two currencies

                                                                                                              More and more I am finding that internattional payments' fees are unpredictable. I would like, on my invoices that are in a foreign currency (eg. USD$ or EUR€) for there to be a GBP£ TOTAL display alongside the invoice's currency total. This would make
                                                                                                            • Generate leads from instagram

                                                                                                              hello i have question. If connect instagram using zoho social, it is possible to get lead from instagram? example if someone send me direct message or comment on my post and then they generate to lead
                                                                                                            • Where is the desktop app for Zoho Projects???

                                                                                                              As a project manager, I need a desktop app for the projects I manage. Yes, there's the web app, which is AWESOME for cross browser and platform compatibility... but I need a real desktop app for Projects that allow me to enter offline information where
                                                                                                            • White Label certificate

                                                                                                              Hi all, About 72 hours ago, we fulfilled all steps for white labeling (CNAME to point to mail.cs.zohohost.eu), but since then the configuration page is now stuck at "generating certificate" since 3 days. When I execute an NSLOOKUP mail.webfoundry.be it
                                                                                                            • How to Automate Monthly PDF Reports with Filters in Zoho Creator

                                                                                                              Hi everyone, I’m trying to build an automated monthly reporting process in Zoho Creator and would appreciate suggestions or best practices from anyone who has done something similar. What I’m trying to do: I have a form called New_Customer with fields
                                                                                                            • Feedback: Streamlining Note Management in Zoho Notebook

                                                                                                              Dear Team/Support, I would like to share some feedback regarding the note management system that could help improve usability and accessibility for users like myself. Notebook 1 (screenshot attached): Currently, the system does not allow selecting and
                                                                                                            • showing Limit exceeded

                                                                                                              Good afternoon...trust you're good. I've been having issues working with but it's not responding. it's showing Limit exceeded, sorry it seems like too many people are working on the sheet right now please try again later. meanwhile no one is working on
                                                                                                            • Sorting columns in Zoho Projects

                                                                                                              Hi, In project management best practice, sorting columns (ascending, descending) is an important tool. Sorting dates to see the order of tasks starting, sorting on priority or even on planned hours is a must for an efficient project control. Currently,
                                                                                                            • Upload API

                                                                                                              I'm trying to use the Upload API to upload some images and attach them to comments (https://desk.zoho.com/DeskAPIDocument#Uploads#Uploads_Uploadfile) - however I can only ever get a 401 or bad request back. I'm using an OAuth token with the Desk.tickets.ALL
                                                                                                            • Losing description after merging tickets

                                                                                                              Hello, We merge tickets when they are about the same topic from the same client. It happens sometimes. We recently noticed that after the merger only the description from the master ticket is left in a thread. And the slave-ticket description is erased.
                                                                                                            • update linked contacts when update happens in account

                                                                                                              Hi, I have a custom field called Licence in the Accounts module. When someone buys a licence, I’d like to update a custom field in the related Contacts. How can I achieve this? I noticed that workflows triggered on Accounts only allow me to update fields
                                                                                                            • Problem Management Module

                                                                                                              I am looking for a Problem Management module within Zoho Desk. I saw in some training videos that this is available, and some even provided an annual price for it. I want an official confirmation on whether this is indeed available. This is not a particularly
                                                                                                            • Unable to explore desk.zoho.com

                                                                                                              Greetings, I have an account with zoho which already has a survey subscription. I would like to explore desk.zoho.com, but when I visit it while logged in (https://desk.zoho.com/agent?action=CreatePortal) I just get a blank page. I have tried different
                                                                                                            • Offline support for mobile app

                                                                                                              Accessing your files and folders from your mobile devices is now quicker and simpler, thanks to the power of offline support. Whether on an Android or iOS device, you can use the Offline function to save files and folders, so you can review them even
                                                                                                            • Zoho Desk KB article embedded on another site.

                                                                                                              We embed KB articles from Zoho Desk on another site (our application). When opening the article in a new tab, there is no issue, but if we choose lightbox, we are getting an error "To protect your security, help.ourdomain.com will not allow Firefox to
                                                                                                            • OPTED FOR STORAGE BY DESCRIPTIVE MISGUIDANCE

                                                                                                              We've opened a domain with three mail ids and payment has also been processed now the bill raised is for single use ID with additional storage capacity. Kindly request you to modify the purchase.
                                                                                                            • List of packaged components and if they are upgradable

                                                                                                              Hello, In reference to the article Components and Packaging in Zoho Vertical Studio, can you provide an overview of what these are. Can you also please provide a list of of components that are considered Packaged and also whether they are Upgradable?
                                                                                                            • Does Attari Messaging app have Bot option and APIB

                                                                                                              Hi, Does Attari also have Bot and API as we use in WhatsApp??
                                                                                                            • How to add application logo

                                                                                                              I'm creating an application which i do not want it to show my organization logo so i have changed the setting but i cannot find where to upload/select the logo i wish to use for my application. I have seen something online about using Deluge and writing
                                                                                                            • Email login error

                                                                                                              Login successfully but email page error
                                                                                                            • Zoho Analytics Regex Support

                                                                                                              When can we expect full regex support in Zoho Analytics SQL such as REGEXP_REPLACE? Sometimes I need to clean the data and using regex functions is the easiest way to achieve this.
                                                                                                            • Change of Blog Author

                                                                                                              Hi, I am creating the blog post on behalf of my colleague. When I publish the post, it is showing my name as author of the post which is not intended and needs to be changed to my colleague's name. How can I change the name of the author in the blogs?? Thanks, Ramanan
                                                                                                            • Show Attachments in the customer portal

                                                                                                              Hi, is it possible to show the Attachments list in the portal for the particular module? Bests.
                                                                                                            • Feature Request - Insert URL Links in Folders

                                                                                                              I would love to see the ability to create simple URL links with titles in WorkDrive. or perhaps a WorkDrive extension to allow it. Example use case: A team is working on a project and there is project folder in WordDrive. The team uses LucidChart to create
                                                                                                            • How to sync from Zoho Projects into an existing Sprint in Zoho Sprints?

                                                                                                              Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make that
                                                                                                            • how to differentiate if whatsapp comes from certain landing page?

                                                                                                              I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsApp
                                                                                                            • Split my account

                                                                                                              Hello, I recently bought an email service for a friend. But, looks like I used my personal account to buy the plan. Please split the account so that the email service stays in a different account than my personal account.
                                                                                                            • How to record company set up fees?

                                                                                                              Hi all, We are starting out our company in Australia and would appreciate any help with setting up Books accounts. We paid an accountant to do company registration, TFN, company constitution, etc. I heard these all can be recorded as Incorporation Costs, which is an intangible asset account, and amortised over 5 years. Is this the correct way to do it under the current Australian tax regulations? How and when exactly should I record the initial entry and each year's amortasation in Books? Generally
                                                                                                            • Have Mail Lite, wish to add/purchase 2nd domain and use email

                                                                                                              Hello, I have recently created two new businesses. I have successfully used Zoho to create a domain for one business and have set up two email addresses / users on that domain. I am trying to figure out how to create a second domain, just like I did the
                                                                                                            • Show Payment terms in Estimates

                                                                                                              Hi,  we are trying to set up that estimates automatically relates payment terms for the payment terms we introduced on Edit contact (Field Payment terms).  How can it be done? Our aim is to avoid problems on payment terms introduced and do not need to introduce it manually on each client (for the moment we are introducing this information on Terms and Conditions.  Kind Regards, 
                                                                                                            • Search Bar Improvement for Zoho Commerce

                                                                                                              Hey everyone, I've been using Zoho Commerce for a bit now, and I think the search bar could really use an upgrade. Right now, it doesn't show products in a dropdown as you type, which would make finding items a lot faster. On Shopify, for example, you
                                                                                                            • How can I calculate the physical stock available for sale?

                                                                                                              Hey Zoho Team,  I've tried to calculate the physical stock on hand in various ways - but always receive a mismatch between what's displayed in Zoho Inventory & analytics.  Can you please let me know how the physical stock available for sale is calculated?
                                                                                                            • When dispatched to crew, assigning lead missing

                                                                                                              Hello, For the past two or three weeks, whenever an officer assigns Service Appointment to a team, the lead person is missing from the assigned service list. Therefore, we have to reschedule the SA and then the lead person becomes visible in the assigned
                                                                                                            • Next Page