Invite Technician
During an ongoing remote session, a technician can collaborate or get help troubleshooting complex issues by inviting an external or internal technician using the Invite Technician feature.
Internal Technician
An internal technician is a technician or user who is already a part of Zoho Assist organization, to which the technician belongs to.
How to add an internal technician as a secondary technician
- An Internal technician (who belongs to the same department) can join the ongoing remote session by clicking the IN SESSION button corresponding to the session.
How to invite an internal technician
- To invite an internal technician from within the active session, the primary technician can click on SESSION and select Invite Technician.
- Choose Internal, enter the internal technician's email address, and click Invite. You can also choose to copy and share the link to the technician to join the session.
- An invitation link will be sent via email to the internal technician.
- The internal technician can join the session by clicking JOIN SESSION in the email.
External Technician
An external technician is a user or technician who is not a part of your Zoho Assist organization account. He or she can join a session once using the invite link sent by the primary technician.
How to invite an external technician
- During an active remote session, click on SESSION in the sidebar and select Invite Technician.
- Choose External, enter the external technician's email address, and click Invite.
- An invitation link will be sent via email to the external technician.
- The external technician can join the session by clicking JOIN SESSION in the e-mail.Note: If the primary technician leaves the session, the internal/external tech can still continue the session while retaining access to the same permissions as the primary technician.