Learn about permissions for Take Control technicians

View each permission available for technicians and its description to help understand what each individual permission does.

Main Permissions and Default Settings

Session Creation

Permission name Description
Allow members to generate PIN codes Users can create PIN codes for support sessions
Allow members to generate Calling Cards Users can create Calling cards for customers

My Computers Management

Permission name Description
Allow members to access Devices Users can select and edit devices from the Devices section of the Admin Area and Technician Console
Select Group Access Users can access only the specified Groups from the Devices section of the Admin Area and Technician Console
Members can edit Device/Group customer details Grants permissions to edit customer details of specific groups and devices within those groups
Groups Grant granular permissions to Add, Delete, Move or Edit Groups in the Devices section of the Admin Area and Technician Console
Computers Grant granular permissions to Add, Delete, Move or Edit Computers in the Devices section of the Admin Area and Technician Console

Miscellaneous

Permission name Description
Can disconnect any other Techs User is able to disconnect other technicians in order to free up licenses being used by other technicians.
Can only disconnect Technicians from same Department(s) Grants permission to disconnect other technicians in the same department in order to free up licenses being used by other technicians.
Can be disconnected Allows technicians with this permission to be disconnected in order to free up licenses being used by other technicians.
Can cancel Requests Grants permission to cancel support requests from customers
Mark Requests as urgent Grants permission to mark any support requests as Urgent

Technician requests

Defines which requests technicians can receive.

Permission name Description
All Departments and Technicians Technicians can receive support requests from all departments and technicians
Department(s) only + General Queue Technicians can receive support requests from their assigned department(s) as well as the General Queue
Department(s) only Technicians can receive support requests from their assigned department(s) only
Technician only + General Queue Technicians can generate their own support requests and receive requests sent to them specifically as well as from the General Queue
Technician Only Technicians can generate their own support requests and receive requests that are sent or transferred to them

Default queue of a new Support Request

Permission name Description
All Departments and Technicians New support requests are sent to the queue for all departments and all technicians
Technician only New support requests are sent to the technician
Last Used New support requests are sent to the queue that was last used
Specific Department New support requests are sent the selected department

Video Recording

Permission name Description
Disabled Video recording is turned off during a support session
Off by default Video recording is turned off at the start of a support session and must be manually enabled
On by default Video recording is turned on for support sessions
Always on Video recording is on for all support sessions

Admin Area Permissions

Access

Permission name Description
Technician has access to the Admin Area Grants the technician access to log in to the Admin Area

Permissions

Permission name Description
Use Monitoring Grants permission to run a monitoring report for devices in the Admin Area
Manage Monitoring Grants permission to create alerts and monitoring rules for devices in the Admin Area
Remote Control Grants permission to start a remote support session to a device from the Admin Area
Join Session Grants permission to join a support session
Deploy Scripts Grants permission to deploy scripts from the Admin Area
Deploy Security Settings Grants permission to apply security settings from the Admin Area
Deploy Configuration Settings Grants permission to apply configurations and security settings from the Admin Area
Start Chat Grants permission to start a chat session from the Admin Area
Send Message Grants permission to send a message to a selected device in the Devices page of the Admin Area

Access Permissions

Operations

Permission name Description
Devices Choose to grant no access, read-only access or full access to the Devices page
Sessions Choose to grant no access, read-only access or full access to the Sessions page
Downloads Choose to grant no access, read-only access or full access to the Downloads page

Management

Each permission corresponds to different areas of the Management section of the Admin Area.

Permission name Description
Technicians Choose to grant no access, read-only access or full access to the Technicians page
Departments Choose to grant no access, read-only access or full access to the Departments page
Licenses Choose to grant no access, read-only access or full access to the Licenses page
Calling Cards Choose to grant no access, read-only access or full access to the Calling Cards page
Installers Choose to grant no access, read-only access or full access to the Installers page
Deferred requests Choose to grant no access, read-only access or full access to the Deferred support request page
Mobile Config Choose to grant no access, read-only access or full access to the Mobile Config File page
Secrets Vaults Choose to grant no access, read-only access or full access to the Password Secrets Vaults page
Surveys Choose to grant no access, read-only access or full access to the Surveys page
Proxies Choose to grant no access, read-only access or full access to the Proxies page
Scripts Choose to grant no access, read-only access or full access to the Scripts page

Reports

Each permission corresponds to different areas of the Reports section of the Admin Area.

Permission name Description
Session History Choose to grant no access, read-only access or full access to the Session History Report
Missed Sessions Choose to grant no access, read-only access or full access to the Missed Session Report
Session Reports Choose to grant no access, read-only access or full access to the Session Report
Audits Choose to grant no access, read-only access or full access to the Audit / Monitoring Report
Surveys Choose to grant no access, read-only access or full access to the Survey Report
Deferred requests Choose to grant no access, read-only access or full access to the Deferred Support Request Report
Notifications Choose to grant no access, read-only access or full access to the Notification log page
Technician Performance Choose to grant no access, read-only access or full access to the Technician Performance Report
Script Jobs Choose to grant no access, read-only access or full access to the Script Jobs History Report

Profile

Each permission corresponds to different areas of the Profile section of the Admin Area.

Permission name Description
Identification Choose to grant no access, read-only access or full access to the Identification section of the Admin Area
Applet setup Choose to grant no access, read-only access or full access to the Applet setup page of the Admin Area
APIs Choose to grant no access, read-only access or full access to the API section of the Admin Area
Agent setup Choose to grant no access, read-only access or full access to the Agent setup page of the Admin Area
Email Templates Choose to grant no access, read-only access or full access to the Email template creation page of the Admin Area
Integration Choose to grant no access, read-only access or full access to the Integration options page of the Admin Area

Session Permissions

Feature Access

Permission name Description
Remote Desktop Grant permission to access the Remote Desktop tab of the Remote Viewer during a support session
FTP Grant permission to use the File Transfer Protocol feature during a support session
System Info Grant permission to access the System Info tab of the Remote Viewer during a support session
System Shell Grant permission to use the System Shell feature during a support session
Registry Editor Grant permission to use the Remote Registry Editor during a support session
RDP tunneling Grant permission to access the Remote Desktop Protocol feature during a support session
TCP Port Forwarding Grant permission to use the TCP Port Forwarding feature during a support session
Access Remote Audio Grant permission to access the Remote Audio feature during a support session
Users can disable features Grant permission to disable features of the Remote viewer during a support session

Request Management

Permission name Description
Can access Deferred Support Requests Grants permission to access Deferred Support requests
Access Inter-Technician Chat Grants permission to chat with other technicians
Show only one request at a time Displays a single support request at a time
Show request details Displays details of an incoming support requests
Show request details after acceptance Displays support request details after it is accepted by the technician
Auto Login in Admin Area Automatically logs the technician into the Admin Area
Chat with clients Chat with clients before starting a support session

Session History

Permission name Description
Session History

Grant no access to session history, access to all history or only access to the technician's own sessions

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