Share a Session with Other Representatives from the iOS Rep Console

Member Actions

Session Actions - iPhone  Member Actions - iPhone

To share a session with another representative, tap the Member Actions button. On an iPhone, access this button by tapping the Actions button first.

Member Actions

From the menu, select Share Session.

Share Session

 

Share Session - Select Team or Request Help

There are several ways through which you can invite a representative to join a session. You can use Request Help to route your request so that it is targeted at a specific support issue. Only issues that have been configured to allow you to request help will display on this list.

 

Share Session - Request Help

Select the issue for which you wish to request help. Then tap the Request button.

 

Share Session

Alternatively, locate the representative with whom you wish to share the session by first selecting a team or Embassy to which the representative belongs. Select a team name to view its members.

 

Share Session - Select Representative

You can select a representative listed in the teams displayed to invite him or her to join the session.

You can use Request Help to route your request so that it is targeted at a specific support issue. You can send multiple invitations if you want more representatives from the team to join your session.

Representatives will be listed here only if they are logged into the representative console or have extended availability enabled.

If you are permitted to share sessions with representatives who are not members of your teams, additional teams and Embassies will be displayed, provided that they contain at least one member logged in or with extended availability enabled.

When you invite a representative with extended availability enabled, he or she will receive an email notification.

 

Cancel Session Sharing Invitation

Cancel Session Sharing Invitation

If you have sent an invitation and it is still active, you may revoke the invitation by selecting it from the Cancel Invitation menu. Then tap the Cancel button. Only the session owner can send invitations. Invitations do not time out as long as you remain the session owner. Multiple active invitations cannot exist for the same representative to join the same session.

An invitation is made inactive when one of the following events occurs:

  • The inviting representative cancels the invitation
  • The inviting representative leaves or transfers ownership of the session
  • The session ends
  • The invited representative accepts the invitation
  • The invited representative declines the invitation