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Bomgar Representative User's Guide

How to Use the Representative Client

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Session Tools

Detach Window Attach Window Separate session tabs into separate windows or reattach windows as tabs.
Run as Admin *If you have administrative credentials for a remote computer currently running with user rights, you can request to elevate the customer client privileges to have administrative rights.
Transfer Session Should you decide someone else is better suited to handle a session, transfer control of that session to another team or representative. Remain as a participant or close your tab to leave it with its new owner.
Share Session If you want another representative to participate in one of your sessions, invite a representative to share your session. You maintain ownership of the session but can receive input from one or more teammates.
Remove Representative from Shared Session You can remove another representative from a shared session at any time.
Uninstall Customer Client At the end of a session, you can disconnect the customer but remain in the session tab to add notes or submit a representative survey your administrator may enforce.
Uninstall Jump Client Install Jump Client *Install a Jump client on the remote computer, enabling you or your teammates to later access that system without end-user initiation. Uninstall the client if you no longer need unattended access to that system.
Close Session Close the session entirely. If you have ownership of the session, you can either uninstall the customer client from the remote machine or leave the customer in queue for another representative to resume the session.

* This feature is currently available only for Windows.

 

Index


> Introduction
> Installing the Rep Client
> How to Use the Rep Client
Rep Client Overview
Settings
Settings: Support
Settings: Presentation
Dashboard
Dashboard: Monitoring
Representative Chat
Running a Session
Session Keys
Queues: Personal
Queues: General
Queues: Sort
Jumpoint
Jumpoint: Hostname/IP
Jump Clients
Jump Clients: Stats
Jump Clients: Browse
Presentation
Presentation: Scheduling
Presentation: Applications
Session Overview
Session Tools
Chat
Screen Sharing
Screen Sharing (cont.)
Screen Sharing Tools
File Transfer
File Transfer Tools
Command Prompt
Command Prompt Tools
System Info
System Info (cont.)
System Info Tabs
System Info Tools
Summary
Rep Exit Survey
> What the Customer Sees
Public Site
Customer Interface
Screen Sharing
Privacy Screen
Automatic Log On
Show My Screen
Presentation Interface
Customer Exit Survey
Troubleshooting
> Licensing & Support
> Copyrights
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