Sharing your Screen with Customers
This article gives guidance to Rescue technicians.
How to Share your Screen with a Customer
Give a customer view-only access to your desktop with a single click.
Before you begin: Requirements:
- The customer must be running the Rescue Applet or Calling Card
- Technician Screen Sharing will not function during Instant Chat until the customer has downloaded the Rescue Applet
- Technician Screen Sharing will not function when the technician is using the Technician Console for Mac.
- The customer must be running a supported Windows operating system (Screen Sharing is currently not compatible with Mac)
- Allow screen sharing with customers must be enabled at the Technician Group level in the Administration Center
What to do next:
Tip: You can also share your screen with a customer when you are participating in a Collaboration session as a Collaborating Technician.
About Customer Controls During Technician Screen Sharing
Technicians should be aware of the following controls available to customers during a Technician Screen Sharing session.
- Full Screen
- The customer clicks Full Screen to open the technician desktop to cover the entire customer desktop area.
- Options
- The customer clicks Options to change color settings and viewing options.
- Multiple Monitors
- When the technician is using more than one monitor, the customer clicks the Monitors button to switch between available monitors.
- Zoom
- The customer clicks the zoom option to get a more or less detailed view of the technician desktop.
- Magnifying Glass
- The customer clicks the Magnifying Glass to activate a box that he can drag around the technician’s desktop to show a small area of the screen in high resolution.
- End Screen Sharing
- The customer clicks End to stop screen sharing. The End button is only available for the customer in Full Screen mode.
Article last updated: 27 September, 2022