Steps

1. To Invite Technician(s).
   
2.  Manage Technicians - Custom Role
   
3. To assign roles or add a new custom role  
   
4. To start monitoring a remote session
   

To invite technician(s)

• Go to Settings in the top Menu bar.
  
• Under Organization, select Manage Technicians.
  
• Click on INVITE TECHNICIAN.
  

Manage Technicians - Custom Role

The "Role" option under the manage technician section allows you to assign a designated role to your technicians based on your organizational preferences. You can assign roles such as Super Admin, Admin, and Technician to the members of your organization.

 

Super Admin - An administrator with access to all privileges.

Admin - An administrator with access to all privileges except that of Rebranding, Two-factor authentication, and Subscription.

Technician - A user with access to conduct Remote Support, Unattended Access, and Screen Sharing sessions.

Privileges	Super Admin	Admin	Technician
Billing	✔	✗	✗
Enable Remote Support/Unattended access	✔	✔	✗
Assign roles	✔	✔	✗
Group Permissions (Unattended access groups)	✔	✔	✗
Preferences	✔	✔	Limited
Rebranding	✔	✔	✗
Email Templates	✔	✔	✗
Integrations	✔	✔	✗
Customer Widget	✔	✔	✗
Contacts	✔	✔	✗
Deployment	✔	✔	✔
Session Confirmation	✔	✔	✗
Wake on LAN	✔	✔	✔
Reports	✔	✔	Self -conducted sessions only

 To assign roles or add a new custom role 

You can assign roles such as Super Admin, Admin and Technician to the members of your organization. The difference between the Super Admin and the Admin is that, only the Super Admin will have access to the rebranding, subscription and billing details of the account.  

• Go to  Settings  in the top Menu bar.
  

• Under  Organization, select  Manage Technicians.
  

• Select Role.
  

• Click on New Role.
  

      5. In the new page that appears, fill in the required details such as the custom role name, description and select the permission(s) to be granted.

      6. Click on Save to save your new custom role.  

 To grant permission to conduct remote support and/or unattended access

• Go to Settings in the top Menu bar.
  

• Under Organization, select Manage Technicians.
  

• Select Role.
  

• Click on the edit option to edit/grant permission to conduct remote support and/or unattended access to a custom role.
  

1. Go to Settings  in the top Menu bar.
2. Under Organization , select  Manage Technicians.
3. Under Departments & Groups, click All ( By default, all groups will be selected ).
   

To assign session supervision access to a role

With Session Supervision in Assist, sessions can be monitored if the technician has access to the feature. The technician can monitor the scheduled or ongoing session in view-only mode.

1. Select Role(s) and click New Role to add a new role.
   

2. Enter the role name and description and select Session Supervision in the Permission field to assign supervision access to the role. Then, click Save.
   

To start monitoring a remote session

1.  Log in to your Zoho Assist account and go to Remote Support.  
   

      2. Select Monitor to start supervising a remote session in view - only mode.