Getting started

Before you can use 247connect, an administrator needs to set up and configure the web portal so it's ready for users to login and start remote control sessions. When you register, 247connect creates an account using your email address and assigns you the Global Administrator role, giving you full access to all features.

Step 1: Log in to 247connect

  1. Open your web browser and go to the 247connect login page.

  2. Enter your email address and password.

    Or

    If you're registered with a Microsoft account, click the Microsoft Microsoft logo icon.

  3. Click Log in to access the dashboard.

Step 2: Explore the dashboard

247connect dashboard showing account and licence details. The side menu highlights Dashboard. The main panel shows a welcome message, links to setup tasks, Managed Agent and On-demand Operator licence stats, and tiles for Getting Started, Manage Your Account, Product Feedback, Information Hub, and What's New.

The dashboard gives you an overview of your account, including:

  • Licence usage and expiry dates.

  • Links to installers, users, roles and settings.

  • Quick access to resources and account options.

Step 3: Invite users

  1. Go to Account > Users and click Invite user.

    Invite user dialog. The dialog prompts the user to enter an email address and select an authentication method from a drop-down. Below the fields are two buttons: a red Cancel button and a greyed-out Send button, which is disabled. The email input field has a 128-character limit indicator.

  2. Enter the user's email address and select an authentication method.

  3. Click Send.

Step 4: Create and assign roles

247connect includes three pre-defined roles, or you can create custom ones.

  1. Go to Account > Roles in the side menu.

  2. Click Add role to create a role and define its permissions.

    Add role screen with the role title set to 'Support level 1 access' and a description stating it provides full access for the Support Management team. The Account/Operator permissions tab is active. Several permissions are listed with drop-downs to enable or disable them, including Manage account settings (enabled), Manage billing details (disabled), Manage device licences (enabled), Manage operator licences (enabled) and View audit log (enabled). At the bottom are Cancel and Save buttons.

  3. To assign roles, click Role assignment and follow the wizard.

Step 5: Setting up on-demand access

Note: Follow this step only if you're using 247connect for on-demand sessions.

a: Install the Control component

You need to install the Control on operator machines that will run remote control sessions.

  1. Go to Account > Installers in the side menu.

  2. Select the Control installers tab and download the Control component.

    Installers page Control Installers tab with Windows selected. Displaying version info, system requirements (Windows 10, 11, Server 2016 and above, 25MB disk space), and installation guides for manual installation or using Intune. Installation files are available via the Microsoft Store or as .exe and .msi downloads.

  3. Follow the installation instructions for your device.

b: Assign On-demand Operator licences

To enable the On-demand feature, you need to assign an On-demand Operator licence to the user.

  1. Go to Account > Users in the side menu.

  2. Click the Edit Orange pencil in a square. icon next to the user.

    Edit user dialog displaying fields for first name, last name, phone number and email address. The On-demand operator licence is set to 'Assigned'. Cancel and Save buttons are shown at the bottom.

  3. From the On-demand operator licence drop-down, choose Assigned.

  4. Click Save.

Step 6: Setting up managed devices

Note: Follow this step if you're using 247connect with managed devices.

a: Install the Managed Agent and Control components

You need to install the Managed Agent on your managed devices and the Control on operator machines that will run remote control sessions.

  1. Go to Account > Installers in the side menu.

  2. Select the Control installers tab and download the Control component.

  3. Select the Managed Agent installers tab and download the Managed Agent.

    Installers page showing the Managed Agent Installers tab with Windows selected. It displays version info, system requirements, and installation guides. Installation files are available as .exe, .msi, and .zip (ADMX templates). Account ID is shown, along with Managed Agent licences available.

  4. Follow the installation instructions for your device.

b: Move your managed devices to a device group

By default, Managed Agents are added to the Unassigned device group. To access them remotely, move them to a device group.

  1. Go to Managed > Unassigned in the side menu.

  2. Click the MoveFour blue arrows pointing outwards in a cross formation. icon and choose the device group from the list.

    Move device screen showing device DESKTOP-1AELBRE being reassigned to a selected device group. A list of locations is shown with expandable folders: Germany (Munich), Japan (North office), UK (Cambridge and Oxford offices), and USA (East and West coasts). The Cambridge office is selected. There are Cancel and Move buttons at the bottom.

  3. Click Move.

Step 7: Manage licences

You can check your licence usage on the dashboard or by going to Account > Billing.

Billing page of 247connect showing account, licence and primary contact. Sidebar shows Account > Billing is selected.

  • View how many Managed Agent and On-demand Operator licences are used and available.

  • Check licence expiry dates.

  • Click Need more licences? to request additional ones.

Step 8: Configure account settings

You can customise account-level settings, such as how the operator's name appears to customers during remote control sessions.

  1. Go to Account > Settings in the side menu.

    Settings for account screen displaying global account settings. Options include enabling self-service user profile updates (set to Enabled), setting the operator display name format (set to Custom), and entering a custom operator display name (set to "Supported by 247connect"). Cancel and Save buttons appear at the bottom.

  2. Set the required settings.

  3. Click Save.

To start a remote control session, see the On-demand and Managed devices sections for more details.

See also:

System requirements

Create accounts

Licensing

Billing