Manage account settings

You can configure account-wide settings for 247connect, including customisation, device management, on-demand sessions, the Web Portal, remote sessions and integrations.

Note: These settings apply to the whole account.

Access account settings

  1. In the 247connect Web Portal, go to Account > Settings in the side menu.

  2. Select the required settings page from the navigation pane:

    • Settings

      • Customisation

      • On-demand settings

      • Portal settings

      • Remote session settings

    • Integrations

      • Microsoft integration

      • ServiceNow integration

      • Halo integration

      • Salesforce integration

Note: A warning icon appears next to a section in the tree view to indicate there are unsaved changes. Click Save to apply your changes and remove the warning.

Customisation

Customise the 247connect branding, blank screen message and display name settings.

Customisation settings showing logo, blank screen message and user display name options.

Add custom logo

Customise the logo that appears at the Agent and in the Agent window with your own branding.

  • To upload a logo, click Edit Orange pencil in a square. and select Choose file.

  • To remove the logo, click Edit Orange pencil in a square. and then Delete Red trash can..

Notes:

  • Logos must be in .jpg, .jpeg or .png format and no larger than 3MB.

  • The size of the custom logo in the Agent window is 312 x 79 pixels (approximately 4:1). 247connect resizes the logo to fit but does not change its aspect ratio.

Blank screen message (Windows only)

Enter a custom message to display on the device's screen when you blank it. By default, the message is: 247connect Agent - active {{User Name}}. To change it, type over the text. To revert to the default message, click the Reset to default Orange circular arrow. icon.

User display name format

Choose how user names are shown to end users during remote control sessions:

  • First name and last name: Example, John Smith.

  • Email: Example j.smith@247connect.com.

  • Custom: Enter a custom name, such as Supported by Your Company Name. This applies to all sessions.

User display name

If you select Custom, enter the name you want end users to see.

Click Save.

On-demand settings

Configure settings for on-demand sessions.

On-demand settings showing the on-demand invitation duration.

On-demand invitation duration

Set how long an on-demand invitation stays active before it expires. By default, invitations expire after 2 hours. You can change this time, up to a maximum of 24 hours.

Click Save.

Portal settings

Configure settings for the 247connect Web Portal.

Portal settings showing installer device group assignment, self-service profile updates and 2FA options.

Enable installer device group assignment (Windows only)

Set whether this account can use the installer parameters to automatically assign a managed device to a device group during installation. For details on how to do this, see Assign Windows managed devices to a device group during installation.

Enable self-service user profile updates

Enable users with local accounts to update their own profile information, including their username.

Require 2FA for local users

Improve the security of local users' accounts by requiring them to set up and use two-factor authentication (2FA).

Click Save.

Remote session settings

Configure settings that affect remote control sessions.

Remote session idle timeout (Windows only)

Set how long a remote session can remain idle before 247connect automatically disconnects. Use the slider to set a timeout between 15 minutes and 8 hours.

Click Save.

Note: Settings take effect immediately and apply to all remote control sessions.

Microsoft integration

Linking your Microsoft account enables 247connect to access the data needed to support rule-based device assignment.

Microsoft integration settings showing the option to set up the integration.

 

Setup Microsoft integration

Click Setup to connect your Microsoft 365 account. Sign in with your Microsoft Entra ID administrator account and review the required permissions (see Microsoft Graph permissions for details).

After authentication, your tenant details are displayed. If additional permissions are added in the future, you can click Update Consent to approve them.

Note: It may take up to an hour for your organisation name and permissions to be retrieved from Microsoft. While 247connect waits for a response, it shows a pending message. This delay is normal and depends on how quickly Microsoft returns the information.

Click Save.

ServiceNow integration

Use these settings to control what information 247connect sends to ServiceNow. For full instructions, see Integrate 247connect with ServiceNow.

The Settings for account page showing the ServiceNow integration selected. The page displays fields for ServiceNow client ID, client secret, and instance URL, along with two drop-down options to enable or disable pushing session-created and session-ended entries to ServiceNow. A button for Save appears at the bottom right.

ServiceNow Client ID

Enter the Client ID from your ServiceNow integration application.

ServiceNow Client Secret

Enter the Client Secret associated with your integration application.

ServiceNow instance URL

Enter the URL of your ServiceNow instance.

To check the connection and confirm that the credentials are correct, click Validate and then click Save. If validation fails, review the details and try again. To remove the current configuration, click Remove.

Push 'session created' entries to work notes in ServiceNow

Adds a work note entry when a new on-demand session is created.

Push 'session ended' entries to work notes in ServiceNow

Adds a work note entry when an on-demand session ends.

Click Save.

Halo integration

Use these settings to control what information 247connect sends to HaloITSM. For full instructions, see Integrate 247connect with HaloITSM.

Halo integration settings page showing HaloITSM connection details, including authorisation endpoint, client credentials, resource server URL, and options to validate the integration and enable session activity updates.

HaloITSM authorisation endpoint

Enter the Authorisation Server URL from your HaloITSM integration.

HaloITSM Client ID

Enter the Client ID of your integration application within your HaloITSM instance.

HaloITSM Client Secret

Enter the Client Secret of your integration application within your HaloITSM instance.

HaloITSM resource server

Enter the Resource Server URL from your HaloITSM integration.

To check the connection and confirm that the credentials are correct, click Validate and then click Save. If validation fails, review the details and try again. To remove the current configuration, click Remove.

Push session created entries to HaloITSM

Adds a ticket entry when a new on-demand session is created.

Push session ended entries to HaloITSM

Adds a ticket entry when an on-demand session ends.

Click Save.

Salesforce integration

Use these settings to control what information 247connect sends to Salesforce. For full instructions, see Integrate 247connect with Salesforce.

Salesforce integration settings page showing the Salesforce domain URL, Consumer key, Consumer secret, Validated and Remove buttons, and options to push session created and session ended entries to Salesforce.

Salesforce domain URL

Enter your Current My Domain URL. You can find it in Salesforce under Setup > My Domain.

Consumer key

Enter the Consumer Key from your Salesforce External Client App.

Consumer secret

Enter the Consumer Secret from your Salesforce External Client App.

To check the connection and confirm that the credentials are correct, click Validate and then click Save. If validation fails, review the details and try again. To remove the current configuration, click Remove.

Push session created entries to Salesforce Case feed

Adds a Case Feed entry when a new on-demand session is created.

Push session ended entries to Salesforce Case feed

Adds a Case Feed entry when an on-demand session ends.

Click Save.

See also:

Setting up two-factor authentication (2FA)

Integrate 247connect with ServiceNow

Integrate 247connect with HaloITSM

Integrate 247connect with Salesforce