Adding remote monitoring users

2022-06-01Last updated

If you want an integrator to monitor their client's premises and manage their client accounts remotely, you can add them as a remote monitoring user.

Before you begin

Make sure that you have created the client account that you want to add the remote monitoring user to.

What you should know

You can only add one remote monitoring user.
Note: The integrator user and integrator administrator user levels can add remote monitoring users. Client administrators can also add a remote monitoring user if SmartOffice™ support have enabled the function for the client account(s).

Procedure

  1. If your username is registered to multiple SmartOffice™ accounts, select an account.
  2. Click Clients and then select an account from the Account name column.
    Note: If you have difficulty finding the client account, you can search for it by using the Search box.
  3. In the Remote monitoring users field of the Users section, click Create.
    Note: If the Remote monitoring users field is not displayed, contact SmartOffice™ support.
  4. Enter a brief description to identify the user and then click Create remote monitoring user.
    The User state field changes from Creating to Active. The remote monitoring user is added.
  5. In the Connection details field, click Download and follow the onscreen instructions to open the text file or save it to your local drive.
    A text file that contains the remote monitoring user's Security Center credentials is automatically generated.

Example

Watch this video to learn more. Click the Captions icon (CC) to turn on video captions in one of the available languages.