Managing your organization becomes seamless with Zoho Assist's User Management
Do you have multiple technicians working under you? Are you looking for an easier way to manage them? Zoho Assist is here to do it for you. User Management available in Assist will allow you to add technicians, assign them to departments, and delegate custom roles.
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What can you achieve with User Management?
Invite technicians:
- Log in to your Zoho Assist and initiate a remote support session.
- Click on the Invite Technician option available under the Session menu in the technician panel.
- Enter the email address of the technician to be invited and click Send.
- You can invite technicians within your organization or external technicians based on your preference.
- You can also use the Bulk Invitation option to invite a group of technicians.
Create and assign roles:
- To create a role, go to the User Management page, available under the Organization menu in Settings.
- Click on the Role tab and select the New Role option available there.
- Type the role name and description, and select the features to which the technician with the particular role should have access.
- Click Save to save that customized role.
- When you add a technician next time, you can select that particular role you created.
Monitor a session:
- Monitor any remote support session by signing into your Zoho Assist account.
- Select the Remote Support tab in the top menu bar.
- Click Service Queue in the left panel.
- Find the session you want to monitor and click Monitor next to it.
- You can monitor the session in view-only mode.
User Management in Zoho Assist is essential for several reasons.
Access control
User Management allows you to control who can access Zoho Assist and what actions they can perform. This will help maintain security and prevent unauthorized use.
Organization
By managing users and organizing them into groups or roles, you can streamline workflows and ensure the right technicians have access to the right resources.
Compliance and accountability
User Management enables you to track user activities, maintain audit logs, and ensure compliance with organizational policies and regulations. This enhances accountability and transparency within your support operations.
User Management in Zoho Assist offers several benefits.
Security
Control access to Zoho Assist resources based on user roles and permissions, enhancing overall security and preventing unauthorized access.
Efficiency
Streamline workflows by organizing users into groups or teams, allowing for more efficient task assignments and support operations management.
Compliance
Comply with organizational policies and regulatory requirements by tracking user activities, maintaining audit trails, and ensuring accountability.
Customization
Tailor user roles and permissions to match specific organizational needs to provide a personalized and optimized user experience.
Centralized administration
Manage all users, roles, and permissions from a centralized dashboard to simplify user administration and oversight.
Scalability
Scale user management to accommodate growing teams and changing organizational requirements, ensuring flexibility and adaptability over time.
How to Configure Remote Desktop Users Group Permissions?
- To add a group before configuring permissions, click on Groups available under Settings.
- Choose the New group option in the following page to create a new group.
- Select the type of group and proceed with the next set of instructions to create a group.
- Once you add a group, go to Organization under Settings and click on Manage Technicians.
- Under Departments & Groups, select the groups that require permissions and click on the Done button.
Frequently Asked Questions
User Management in Zoho Assist involves controlling and organizing user access to the remote support platform. It includes assigning roles, managing permissions, and organizing users into groups for efficient administration.
User roles in Zoho Assist define the level of access and permissions granted to users. Common roles include Super Admin, Admin, and Technician, each with specific privileges within the platform.
Yes, Zoho Assist allows you to customize user permissions based on specific requirements. You can define granular permissions to control access to features and actions within the platform.
User groups in Zoho Assist enable you to organize users based on departments, teams, or access levels. You can create, edit, and assign users to groups for easier management and collaboration.
Yes, Zoho Assist prioritizes security in user management with robust authentication mechanisms, encryption protocols, and audit trails to ensure the confidentiality and integrity of user data and actions.