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Starting a session
- 03 Dec 2025
- 1 Minuto para leer
- Impresión
- OscuroLigero
- PDF
Starting a session
- Actualizado en 03 Dec 2025
- 1 Minuto para leer
- Impresión
- OscuroLigero
- PDF
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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
- Navigate to console.screenmeet.com and log in. Your authentication method (Salesforce, ServiceNow, Azure, etc.) depends on your organization’s configuration.
- On the home page, the session creation panel will be visible. If multiple ScreenMeet products are enabled, select Remote Support.
- Enable any required pre-session options (e.g., recording, admin escalation) before starting the session.
- Enter a brief description of the support session.
- Click the green Start Session button.
- 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.
- 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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