Difference between revisions of "Screen Share"

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They can then share and select a user on the same instance to share it with.
 
They can then share and select a user on the same instance to share it with.
  
The Use case is someone is on the phone with support, who wishes to show support what they are seeing. Such users will no w have the ability to share their screen\.  
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The Use case is someone is on the phone with support, who wishes to show support what they are seeing. Such users will now have the ability to share their screen\.
  
  
  
 
=Permissions=
 
=Permissions=
 
 
Users must be in a role that has permission to access the Screen Share feature.
 
Users must be in a role that has permission to access the Screen Share feature.
  
 
Go to the Global Settings - Security tab, access the [[System Feature Permissions]] section.
 
Go to the Global Settings - Security tab, access the [[System Feature Permissions]] section.
  
Click on the Feature Permission tab, go to the Enable Screen Capture section and update the Role options as required.  
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Click on the Feature Permission tab, go to the Enable Screen Capture section and update the Role options as required.
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 +
Click Save at the bottom of the page.
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 +
Users with the relevant role should not be able to see the '''Request Screen Capture''' option when they click on the User Menu.
  
Click Save at the bottom of the page.
 
  
Users with the relevant role should not be able to see the '''Request Screen Capture''' option when they click on the User Menu.  
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=Using Screen Share=
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1. Admins click on the '''Request Screen Capture''' option under the User Menu.
  
 
[[Image:ScreenShare1.png|border]]
 
[[Image:ScreenShare1.png|border]]
  
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2. A modal window opens showing a list of people logged into the current instance.
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[[Image:ScreenShare2.png|800px|border]]
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3. Admin can click on one of the listed users to select the user who wishes to send a screenshot.
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[[Image:Send_ScreenShare_Request.png|800px|border]]
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4. Admin gets a confirmation message that the message has been sent.
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[[Image:Screen_Share_Request_Alert.png|800px|border]]
  
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5. The selected User receives a notification that the Administrator is requesting a screen capture.
  
=Using Screen Share=
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[[Image:ScreenShare_Notification.png|800px|border]]
  
1. Admins click on the '''Request Screen Capture''' option under the User Menu.  
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6. When the selected User clicks on the notification, they can choose to Accept or Decline the screen capture.
  
2. A modal window opens showing a list of people logged into the current instance.
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[[Image:Screen_Share_Capture_Request.png|800px|border]]
  
[[Image:ScreenShare2.png|border|800px]]
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7. If the user chooses to share their screen they will see the share screen button.
  
3. Admin can click on one of the listed users to select the user who wishes to send a screenshot.  
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[[Image:Screen_Share_Send_Screenshot.png|800px|border]]
  
4. Admin gets a confirmation message that the message has been sent.
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8. When they press the Share Screen button a screenshot is taken of the users screen and is stored to the database.
  
[[Image:ScreenShare3.png|border|800px]]
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[[Image:Screen_Shot_Captured_Screenshot_Shared.png|800px|border]]
  
5. Selected User gets a message that the Admin “is requesting you share your screen. Do you want to share your screen (requested by: User Name)?”.  
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9. The Administrator will receive a notification that the screen capture request was accepted.
  
6. If the user chooses to share their screen they will see the share screen button.  
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[[Image:Screen_Share_Accepted.png|800px|border]]
  
8. When they press the Share Screen button a screenshot is taken of the users screen and is stored to database.  
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10. The Administrator have access to the screenshot and has the option to save the screenshot to their computer.
  
9. The Admin will have access to the screenshot
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[[Image:Screen_Share_Save_Screenshot.png|800px|border]]
  
  
  
 
[[Category:Global Settings]][[Category:Security]]
 
[[Category:Global Settings]][[Category:Security]]

Revision as of 11:06, 12 January 2022

The Screen Share feature allows users to take screenshots of the current screen and store it to database for given interval.

They can then share and select a user on the same instance to share it with.

The Use case is someone is on the phone with support, who wishes to show support what they are seeing. Such users will now have the ability to share their screen\.


Permissions

Users must be in a role that has permission to access the Screen Share feature.

Go to the Global Settings - Security tab, access the System Feature Permissions section.

Click on the Feature Permission tab, go to the Enable Screen Capture section and update the Role options as required.

Click Save at the bottom of the page.

Users with the relevant role should not be able to see the Request Screen Capture option when they click on the User Menu.


Using Screen Share

1. Admins click on the Request Screen Capture option under the User Menu.

ScreenShare1.png

2. A modal window opens showing a list of people logged into the current instance.

ScreenShare2.png

3. Admin can click on one of the listed users to select the user who wishes to send a screenshot.

Send ScreenShare Request.png

4. Admin gets a confirmation message that the message has been sent.

Screen Share Request Alert.png

5. The selected User receives a notification that the Administrator is requesting a screen capture.

ScreenShare Notification.png

6. When the selected User clicks on the notification, they can choose to Accept or Decline the screen capture.

Screen Share Capture Request.png

7. If the user chooses to share their screen they will see the share screen button.

Screen Share Send Screenshot.png

8. When they press the Share Screen button a screenshot is taken of the users screen and is stored to the database.

Screen Shot Captured Screenshot Shared.png

9. The Administrator will receive a notification that the screen capture request was accepted.

Screen Share Accepted.png

10. The Administrator have access to the screenshot and has the option to save the screenshot to their computer.

Screen Share Save Screenshot.png