Starting a session
  • 03 Dec 2025
  • 1 Minute to read
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Starting a session

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Article summary

Starting a Remote Support Session

Introduction

This guide explains how to initiate a Remote Support session from the ScreenMeet Console.

Important Note
If your organization uses a CRM such as Salesforce or ServiceNow, sessions should almost always be initiated from the CRM component. Sessions started directly from the ScreenMeet Console are not bound to a case or incident, which reduces logging and audit visibility.

Steps to Start a Session

  1. Navigate to console.screenmeet.com and log in. Your authentication method (Salesforce, ServiceNow, Azure, etc.) depends on your organization’s configuration.
  2. On the home page, the session creation panel will be visible. If multiple ScreenMeet products are enabled, select Remote Support.
  3. Enable any required pre-session options (e.g., recording, admin escalation) before starting the session.
  4. Enter a brief description of the support session.
  5. Click the green Start Session button.
  6. Share the connection details with the end user. Direct them to myhelpscreen.com and provide the PIN, or click the copy icon next to Send them this URL to share a direct link. For full end-user instructions, see this guide.
  7. After the user downloads, runs, and accepts the session, click Enter Session when prompted.

Starting Sessions from Your CRM

Salesforce: Starting a Session

ServiceNow: Starting a Session

Zendesk: Starting a Session

Dynamics: Starting a Session


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