Remote Access Control
    • 20 Dec 2024
    • 4 Minutes to read
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    Remote Access Control

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    Article summary

    Dialpad's Remote Access Control allows someone to take control of your screen in real-time, and provide hands-on assistance by directly interacting with the shared screen. It's perfect for tasks like walkthroughs or troubleshooting!

    Let’s dive into the details.

    Who can use this

    Remote Access Control is currently in an Early Adopter Program.

    To sign up for Remote Access Control, please contact our Customer Care Team.

    Remote Access Control is only available on the Dialpad and Dialpad Meetings desktop apps.

    Enable Remote Access Control

    Before participants can request  Remote Access Control, this setting must be enabled for the meeting.

    This can be done from your individual settings, or in the Team Settings.

    Let’s look at each method.

    Enable from your settings

    To enable Remote Access Control for your own meetings:

    1. Go to your Dialpad Meetings settings

    2. Navigate to Allow participants to request screen control?

    3. Toggle on the slider

    Enable from Team Settings

    To enable Remote Access Control from your Team Settings:

    1. Go to your Dialpad Meetings Team Settings

    2. Navigate to Allow participants to request screen control?

    3. Toggle on the slider

    Note

    You can turn remote access on or off for Unique Meeting rooms, but this setting can’t be changed for meetings in personal rooms.

    Enable pop-up notifications

    Enabling pop-up notifications for remote access alerts you to screen access requests, letting you approve or deny them to prevent unauthorized access.

    For MacOS

    To enable pop-up notifications on MacOS:

    1. Head to the Notification Centre

    2. Toggle on Allow notifications when mirroring or sharing the display

    Note

    If you’ve just downloaded the Dialpad Meetings app, Mac users will need to enable accessibility and screen recording permissions, then restart the app to apply the changes.

    For WindowsOS

    To enable pop-up notifications on WindowsOS:

    1. Navigate to Focus Assist

    2. Select Get all notifications from apps and contacts

    After a participant requests remote access to your screen, a browser alert will prompt you to open the Dialpad Meetings app.

    Browser features for Remote Access

    Remote Access Control works differently depending on your browser.

    See the chart below for details.

    Feature

    MacOS

    Windows

    Other browsers

    (FireFox, Safari, Chrome)

    Full & individual screen control with keyboard and mouse

    Yes

    Yes

    Yes

    Floating controller

    Yes

    Yes

    Yes

    Auto-focus shared window

    Yes

    Yes

    N/A

    Notification popups (OS level)

    Yes

    Yes

    N/A

    Individual window control for

    extended screen

    Yes

    Yes

    N/A

    Full-screen control for extended screen

    No

    No

    N/A

    Accessibility permissions

    Yes

    N/A

    N/A

    Control paused warning

    Yes

    Yes

    Yes

    Request Remote Access Control in a call

    During a call, you can request to remotely access and control the caller's screen.

    To request Remote Access Control during a call:

    1. Select More

    2. Select Request remote access

    3. Confirm the user’s name and email address

    4. Select Start remote session

    When the session starts, a new window opens, and the requester joins in 'view-only' mode until the user grants remote access.

    Request Remote Access Control in a meeting

    When the presenter starts sharing their screen during a meeting, there are 2 ways you can request a Remote Access Control.

    1. From the Dialpad Meetings screen share notification: Select the request access icon.

    2. From the Dialpad Meetings call bar: Select More, then Request remote access

    Grant Remote Access in a call

    When someone requests remote access to your screen during a call, you'll see a 'Remote session in progress' banner.

    Select the message to join the remote session in Dialpad Meetings and grant access.

    Grant Remote Access Control in a Meeting

    To allow someone to remotely access and control your screen during a meeting, share your screen first so the participant can send a request.

    To grant Remote Access, select Approve.

    Note

    If you’re not logged into the Dialpad Meetings app, select Join remote session from the email invite to join the meeting.

    Invite links are valid for 20 minutes.

    Tip

    Remote Access Control will appear as an activity in your Call Journey whenever you grant participants access to your screen.

    Frequently asked questions

    Why isn’t Remote Access Control working?

    If Remote Access Control is not working, check that:

    • The presenter of the meeting is using the native Dialpad or Dialpad Meetings app.

    • That you’re using the supported version of the Dialpad and Dialpad Meetings apps.

    • The presenter of the meeting has Remote Access Control enabled.

    Is it safe to grant Remote Access Control through Dialpad?

    Granting someone access to your computer can be risky — only allow access to people you trust.

    Can I remotely access multiple monitors?

    No, multi-monitor access is not supported.

    Can I enable recording during a Remote Access session?

    Yes, Dialpad calls will be recorded during remote access, if recording is enabled. Meeting recordings are not available due to privacy concerns.

    Can I grant Remote Access Control to multiple users?

    No. Only one user can control a screen at a time. To allow another user to take control, you must end the current session and start a new one.

    Why can’t I use the web app for Remote Access sessions?

    The Remote Access Control is currently unavailable in the web app due to limitations in the web browser technology.

    How can I share my feedback?

    A huge part of the Early Adopter process is getting your feedback on what’s working and what needs more attention before we publicly launch the feature.

    To provide feedback, please reach out to our Customer Care team or your Customer Success Manager.

    Please note that we may use your responses in marketing promotions for the product launch (don’t worry, we will ask for approval before doing so).


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