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
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
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
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.
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
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
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
Technician has access to the Admin Area |
Grants the technician access to log in to the Admin Area |
Permissions
Access Permissions
Operations
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.
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.
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.
Session Permissions
Feature Access
Request Management
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
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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