Guest technician
Do you want to collaborate with professionals in your remote assistance sessions even if they're not a part of your organization? You can invite them as a guest technician in an instant.
Who is a guest technician?
A guest technician is someone who joins a remote assistance session with a unique invite sent during that session. Professionals and experts who belong to other organizations, or freelance technicians who don't belong to any organization, can briefly join a session using this invite.
Who can invite the guest technician?
The technician who initiates the session (primary technician) is the only one who can invite someone as a guest technician. The primary technician has to send a unique invite to the guest expert to join the remote assistance session.
To send an invite (primary technician—web)
-
Go to
Invite technician
under the
More
option.
-
You will get a pop-up box with two tabs—
Internal
and
Guest
. Go to the
Guest
tab to invite the guest technician.
- Enter their email address in the text field and c lick Invite . A unique invite link will be automatically generated and sent to their inbox.
Attending the session as a guest technician (web)
-
Open the invite mail and click the Join session button. This will trigger a verification process in the backend.
-
Once the backend verification process is complete, you
’
ll be allowed into the session and you can view the customer's live camera stream.
To maintain organization
al
security, guest technicians cannot join the session using the same link once they leave the session or close the browser application. It will show an error message if they use the same link. To rejoin, the guest technician must contact the admin or the technician who sent the invite.
Attending the session as a guest technician (mobile)
The guest technician feature is currently not supported on mobile devices. Therefore, primary technicians who initiate sessions from their mobile device won't have the invite option.
Likewise, guest technicians who click the invite link on their mobile device will not be allowed to join the session.
Restricted features
To maintain organizational security and ensure data protection, some session tools, such as notes and snapshots, aren't visible to a guest technician. Similarly, the guest technician cannot record a session or invite another technician.
To learn more about the features available to different technicians, refer to the table below.
|
|
Primary technician |
Secondary technician |
Guest technician |
|
Chat |
✔ |
✔ |
✔ |
|
Video |
✔ |
✔ |
✔ |
|
Annotation |
✔ |
✔ |
✔ |
|
Zoom |
✔ |
✔ |
✔ |
|
Notes |
✔ |
|
|
|
Snapshot |
✔ |
✔ |
|
|
Live text |
✔ |
✔ |
✔ |
|
Freeze |
✔ |
✔ |
✔ |
|
Record |
✔ |
|
|
|
Mic |
✔ |
✔ |
✔ |
|
Invite technician |
✔ |
|
|
|
Session details |
✔ |
✔ |
✔ |
|
Flash |
✔ |
✔ |
✔ |
|
QR |
✔ |
✔ |
✔ |
|
Barcode |
✔ |
✔ |
✔ |
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