HELP FILE

Controlling How Your Technicians Collaborate With External Technicians

Define whether the members of a Technician Group will be able to invite external technicians, and more.

Goal Setting or Location in Administration Center
Define whether the members of a Technician Group will be able to invite external technicians Technician Group > Organization tab > Permissions > Invite external technicians
Define whether members of a Technician Group can invite anyone or only approved external technicians Technician Group > Organization tab > Permissions > Invite external technicians > anyone can be invited / only approved
Tip: To make an external technician or group available to a specific technician or group, drag their name tag to the appropriate technician or group on the Organization Tree.
Note: IP controls set in the Administration Center do not apply to external technicians.
Control how technicians are able to invite external technicians to a session Technician Group > Settings tab > Connection method for external technician invitations.

For maximum flexibility, select all options. For maximum control, only allow technicians to invite external technicians via email sent through Rescue servers.

Invitation settings impact the tabs available on the Invitation to External Technician dialog box under Connection Method.