Manage Technicians

MANAGE TECHNICIANS

The manage technicians section allows you (Admin) to grant privileges to technicians to conduct remote support and/or unattended access sessions. All technicians added in your organization can access unattended computers by default while granting remote support privilege depends on the number of remote support technician licenses you've purchased. 

You can choose to change the privileges while sending an invite or even after the technician has joined the organization. Invites can be sent one by one or even to a group of technicians. You can also grant permissions for technicians to specific groups under unattended access.

Steps

To invite technician/s

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

  • Choose the tab Invite one by one  to send invites specifically to technicians.

  • Choose the tab Bulk Invitation to invite a group of technicians.

  • Enter the email id of the technician.
  • Choose Add another email given below, to add another email address.

  • You can grant privileges to conduct remote support or unattended access by using the checkbox.

  • To give access to selected groups, click All under Groups.

  • Select the needed groups and click DONE.

  • Now click INVITE TECHNICIAN to send the email invite.
  • If the invited technician already has an account with Zoho, he can click on ACCEPT to be a part of the organization. 
  • If not, the technician would be redirected to our homepage where he/she would have to signup with Zoho Assist to be a part of the organization.

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

  • Go to Settings in the top menu bar.
  • Under General, select Manage Technicians.
  • Click the checkbox under the header Remote Support and/or Unattended Access to grant permission to technicians.

To define unattended group permissions to technicians

  • Go to Settings in the top menu bar.
  • Under General, select Manage Technicians.
  • Under Groups, click All ( By default, all groups will be selected ).

  • Select the needed groups and click DONE.

Note:

  • You cannot create or select unattended computer groups in Free Plan.

To assign roles to technician/s

You can assign roles such as 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 pricing and billing details of the account.

       PrivIleges                         Super Admin                 Admin              Technician
Billing
Enable Remote Support/Unattended access
Assign roles 
Group Permissions (Unattended access groups)
PreferencesLimited
Rebranding
Email Templates
Integrations
Customer Widget
Contacts
Deployment
Session Confirmation
Wake on LAN
ReportsSelf-conducted sessions only

Steps

  • Go to Settings in the top menu bar.
  • Under General, select Manage Technicians.
  • Click the drop down arrow below the header Role (By default, technician will be selected).

  • Now select the role you want to assign to the technician.

Note:

  • The Super Admin can choose to receive notifications through email on changes made by the Admin by enabling Notify me on technician management alerts under Settings>Preferences.

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