Invite an External User 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 User.

 

Access Invite

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

Enter the invited user’s name. This name will appear in the chat window and in reports. Next, enter comments about why this user has been invited. Click Create Invitation, and a new dialog containing the invitation URL appears.

 

Access 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 must download and run the access console installer, which is an abbreviated process from the full access console installation.

The external user will have access only to the session tab and has a limited set of privileges. The external user can never be the session owner. When the inviting user leaves the session, the external user is logged out.

You can invite more than one external user to a session.