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Table of Contents
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Procedure
Initiating the Session
- Log into Microsoft Teams and have the customer log into Teams as well.
- Initiate a chat with the customer. Right-click Chat and select New Chat.
- Search for the person you would like to help in the To field.
- Once we have found the customer, click inside the chat window in the text field at the bottom of the Teams window ("Type a new message"). That will activate the chat. Now have the customer click the share screen icon on the top right of the page.
- They will see a similar screen to below and will have to choose a screen to share. You will want to have them choose the screen under Desktop option.
- Once they share the screen you will see the following. Click Accept screen share
- Once connected the customer will have a tool bar at the top of the screen, and a option to give control. Alternatively, you can request control from your end.
- You now have control of the computer and can assist with any troubleshooting steps.
Closing the Session
- Once support is completed either you or the customer can click Cancel Control to stop the control option. Then click Stop Presenting to close the screen share .
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