About

This course takes you through the basics of setting up your organization account in Zoho Assist, how a remote support session works, and our integrations with various help desk applications. You'll also gain an in-depth knowledge of the various deployment methods and the customization techniques available in Assist.

Who it is for:

System Admins and Technicians who are responsible for the setup, configuration, and maintenance of their organization’s Zoho Assist account.

Day One - 2 Hours

Module 1: Introduction

  • Welcome to Zoho Assist
  • Benefits of a remote support software
  • System requirements

Module 2: Remote Support Sessions

  • Viewer console
  • Customer console
  • Scheduled session
  • Screen sharing session

Module 3: Organization Setup

  • Manage technicians
  • Session recording
  • Audit logs
  • Analytics
  • Rebranding
  • Email templates
  • Import, add, and manage contacts
  • Configuring departments
  • Integrations, APIs and SDK

Module 4: Security Settings

  • Privacy settings
  • Breach notification and data protection
  • Two-factor authentication
  • Data cleanup

Module 5: Mobile apps and plugins

  • Technician mobile app
  • Customer mobile app
  • Desktop plugin
  • Get support plugin

Day Two - 2 Hours

Module 6: Configuring Unattended Computers

  • Installation methods
  • Bulk deployment
  • Accessing and working on an unattended computer
  • Diagnostic tools (remote, command, prompt, users, groups)
  • Power options (wake on LAN, shutdown, reboot)

Module 7: Unattended access settings

  • Computer grouping
  • Group permission
  • Analytics
  • Session confirmation and security setup

Summary

  • What’s new?
  • Best practices for administrators
  • What’s next?
  • Frequently asked questions

Through online training, we aim to offer a completely personalized One-on-One training package tailored exclusively to meet the trainees' business requirements.

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