Version: 15.1 | 14.2/14.3

Invite an External Representative to Join a Session

Invite External Representative

Within a session, a user can request an external user to participate in a session one time only. The inviting user should click on the Share Session button and then select Invite External Representative.

 

Rep Invite

A dialog opens asking the user to select a security profile. These profiles are created in the administrative interface and determine the level of permission the external user will have. When you select a profile, the full description displays below.

Enter the invited user’s name. This name will appear to the customer and in reports. Next, enter comments about why this user has been invited. Click Create Key, and a new dialog containing the session key and direct URL will appear.

 

Representative Invite Key

Click the Send button to select how to send the session key to the external User. Depending on the options selected by your administrator, you may be able to send the invitation from your local email or from a server side email. You also can copy and paste the direct URL to the external user. The external user will need to download and run the representative console installer, which is an abbreviated process from the full representative console installation.

The invited user will have access only to the session tab and has a limited set of privileges. The invited user can never be the session owner. If the inviting representative leaves the session without another session owner, the external representative will be logged out.

You can invite more than one external user to a session. Be aware that each external representative does allocate a Bomgar license.