HelloScreen

    Documentation

    Invite Team Members

    Invite Team Members to Your Account

    You can choose to:

    1. Directly invite them by entering their email into the Team members section in the left-hand menu.
    2. Alternatively, enable the option in your General Settings » Team setting and SSO to let anyone with the same domain name sign up without an invite. For example, if you work at Snap.com, anyone with an email address @snap.com can sign up themselves without needing an invite, once this option is enabled.

    Add Teammates Without Being Charged for Them

    If you're on a payment plan with a set number of agents, you can still add additional teammates for managing team members or billing without incurring extra charges. They're only counted as agents if they actively screen share.

    Changing Team Owner

    If you'd like to transfer your team's ownership to another user, the team owner can select Team members from the left-hand menu and under TRANSFER TEAM OWNERSHIP, click the button transfer ownership. This will take them to a page where they can input the email of the new owner. If the new owner is not a member of the team, please invite them before attempting to transfer ownership.

    The transfer will take place immediately, and you'll be converted to a regular user.

    Team Access Levels

    Not all team members require the same type of permissions. If you're a team owner, you can set up team permissions and assign specific access to team members within your HelloScreen app.

    To do this, go to General Settings » Team Members. Beside each team member, there are 8 icons indicating the types of permissions. To activate or deactivate each one, simply click on it to turn it green or red.

    Description of Each Icon

    • Visitor List: User can view a list of visitors connected to the website.
    • Co-Browsing: User can watch all users' screens.
    • General Settings: User can access general settings and make changes.
    • User Management: User can manage the team's users.
    • Activity Log & Audit: User can access the team's activity logs.
    • Billing: User can pay for the team and manage the billing settings.
    • Remote Console: User can remotely execute console commands (if this setting is enabled).
    • Data Removal: User can delete metadata of visitors.
    • Reporting: User can view reporting and usage analytics.