<h2>Behavior &amp; Policy Settings</h2><table style="width: 974px;"><tbody><tr><th colspan="1" rowspan="1">Setting</th><th colspan="1" rowspan="1">Description</th><th colspan="1" rowspan="1">Default</th><th colspan="1" rowspan="1" style="text-align: left;">Recommendation</th></tr><tr><td colspan="1" rowspan="1">Recording Opt-Out Allowed</td><td colspan="1" rowspan="1">Allows a session to continue if the end user rejects recording permissions.</td><td colspan="1" rowspan="1">Off</td><td colspan="1" rowspan="1" style="text-align: left;">Enable if your organization prioritizes end-user privacy.</td></tr><tr><td colspan="1" rowspan="1">Hide User Chat Until First Agent Message</td><td colspan="1" rowspan="1">Prevents the end user from using chat until the agent has sent the first message. (Available on Windows only)</td><td colspan="1" rowspan="1">Off</td><td colspan="1" rowspan="1" style="text-align: left;">Enable this to prevent end users from sending messages until the agent sends the first message.</td></tr><tr><td colspan="1" rowspan="1">Focus on Chat Message</td><td colspan="1" rowspan="1">Brings the session window forward when a new chat message arrives.</td><td colspan="1" rowspan="1">Off</td><td colspan="1" rowspan="1" style="text-align: left;">Enable if immediate attention to messages is desired.</td></tr><tr><td colspan="1" rowspan="1">Clipboard Default to On when starting remote control</td><td colspan="1" rowspan="1">Automatically enables clipboard sharing at the start of remote control.</td><td colspan="1" rowspan="1">Off</td><td colspan="1" rowspan="1" style="text-align: left;">Enable for convenience; keep disabled if stricter security is preferred.</td></tr><tr><td colspan="1" rowspan="1">Remote Control Interference by User</td><td colspan="1" rowspan="1">Determines how the application responds if the user interferes with remote control.</td><td colspan="1" rowspan="1">Do Nothing</td><td colspan="1" rowspan="1" style="text-align: left;">Configure if you need stricter handling or logging of user interruptions.</td></tr><tr><td colspan="1" rowspan="1">Show License Agreement</td><td colspan="1" rowspan="1">Displays a license agreement to the end user at the start of a session.</td><td colspan="1" rowspan="1">On</td><td colspan="1" rowspan="1" style="text-align: left;">Leave enabled to comply with legal or organizational requirements.</td></tr><tr><td colspan="1" rowspan="1">Session Idle Time-out Seconds</td><td colspan="1" rowspan="1">Ends a session after the specified period of no activity.</td><td colspan="1" rowspan="1">14,400 (4 hours)</td><td colspan="1" rowspan="1" style="text-align: left;">Adjust based on security requirements and usage patterns.</td></tr><tr><td colspan="1" rowspan="1">New Session Timeout</td><td colspan="1" rowspan="1">Ends a session if no one connects within the set time limit.Max setting 172,800 (48 hours)</td><td colspan="1" rowspan="1">3,600 (1 hour)</td><td colspan="1" rowspan="1" style="text-align: left;">Helps avoid abandoned sessions.</td></tr><tr><td colspan="1" rowspan="1">Auto-close Timeout Duration (sec)</td><td colspan="1" rowspan="1">Closes the application after the session ends.</td><td colspan="1" rowspan="1">60</td><td colspan="1" rowspan="1" style="text-align: left;">Ensures timely closure; adjust if longer post-session activity is needed.</td></tr><tr><td colspan="1" rowspan="1">Auto-close File Retention</td><td colspan="1" rowspan="1">Determines whether downloaded files are retained or removed upon auto-close.</td><td colspan="1" rowspan="1">Keep</td><td colspan="1" rowspan="1" style="text-align: left;">Switch to “Remove” if data protection is a higher priority.</td></tr><tr><td colspan="1" rowspan="1">Hides User’s Wallpaper (Windows Only)</td><td colspan="1" rowspan="1">Temporarily removes the user’s wallpaper during the support session.</td><td colspan="1" rowspan="1">Off</td><td colspan="1" rowspan="1" style="text-align: left;">Enable for privacy or minor performance improvements if desired.</td></tr><tr><td colspan="1" rowspan="1">Keyboard Mapping</td><td colspan="1" rowspan="1">Sets whether the agent’s or user’s keyboard layout is used during remote control.</td><td colspan="1" rowspan="1">Agent’s Keyboard Language</td><td colspan="1" rowspan="1" style="text-align: left;">Choose based on who primarily needs accurate keyboard input.</td></tr><tr><td colspan="1" rowspan="1">Select Screen Policy</td><td colspan="1" rowspan="1">Specifies whether agents or users can choose which screen or monitor is shared.</td><td colspan="1" rowspan="1">Agent Only</td><td colspan="1" rowspan="1" style="text-align: left;">Select “User Only” or “Both” if collaboration in screen selection is needed.</td></tr><tr><td colspan="1" rowspan="1">Custom Consent Message</td><td colspan="1" rowspan="1">Lets you customize the consent screen that end users must accept before joining a session.</td><td colspan="1" rowspan="1">Off</td><td colspan="1" rowspan="1" style="text-align: left;">Enable if you need to customize the consent message your end users must accept before joining a session.</td></tr><tr><td colspan="1" rowspan="1">Disable Console Sessions</td><td colspan="1" rowspan="1">Prevents agents from starting sessions outside of your CRM. Applies only to CRM integrations. Does not apply to Beam sessions.</td><td colspan="1" rowspan="1">Off</td><td colspan="1" rowspan="1">Enable if you want all sessions to be started from your CRM.</td></tr></tbody></table><hr><h3>Feature Enablement</h3><table style="width: 975px;"><tbody><tr><th colspan="1" rowspan="1">Feature</th><th colspan="1" rowspan="1">Description</th><th colspan="1" rowspan="1">Default</th><th colspan="1" rowspan="1">Recommendation</th></tr><tr><td colspan="1" rowspan="1">Session Recording</td><td colspan="1" rowspan="1">Records session content, either automatically or by agent choice.</td><td colspan="1" rowspan="1">Let the Agent Decide</td><td colspan="1" rowspan="1">Enable for auditing or training; observe any relevant privacy regulations.</td></tr><tr><td colspan="1" rowspan="1">File Transfer</td><td colspan="1" rowspan="1">Allows file exchange between agent and user (bi-directional or one-way).</td><td colspan="1" rowspan="1">Bi-Directional</td><td colspan="1" rowspan="1">Enable if file sharing is routinely required.</td></tr><tr><td colspan="1" rowspan="1">Enable Chat</td><td colspan="1" rowspan="1">Activates in-session text chat functionality.</td><td colspan="1" rowspan="1">On</td><td colspan="1" rowspan="1">Recommended for straightforward communication.</td></tr><tr><td colspan="1" rowspan="1">Remote Control</td><td colspan="1" rowspan="1">Grants agents the ability to control the user’s device.</td><td colspan="1" rowspan="1">On</td><td colspan="1" rowspan="1">Essential for remote support scenarios.</td></tr><tr><td colspan="1" rowspan="1">URL Invites</td><td colspan="1" rowspan="1">Allows agents to send a link for additional participants to join the session.</td><td colspan="1" rowspan="1">On</td><td colspan="1" rowspan="1">Useful for collaborative troubleshooting; disable if access must be tightly managed.</td></tr><tr><td colspan="1" rowspan="1">Laser Pointer</td><td colspan="1" rowspan="1">Enables agents to highlight areas on the user’s screen.</td><td colspan="1" rowspan="1">On</td><td colspan="1" rowspan="1">Aids in guiding and training end users.</td></tr><tr><td colspan="1" rowspan="1">UAC Admin Escalation for Windows</td><td colspan="1" rowspan="1">Allows the agent to elevate to administrator privileges on Windows.</td><td colspan="1" rowspan="1">On</td><td colspan="1" rowspan="1">Required for advanced Windows operations.</td></tr><tr><td colspan="1" rowspan="1">Log Remote Control Keystrokes</td><td colspan="1" rowspan="1">Records all keystrokes, including sensitive data, in the session logs.</td><td colspan="1" rowspan="1">Off</td><td colspan="1" rowspan="1">Use only if necessary; consider data privacy and security implications.</td></tr><tr><td colspan="1" rowspan="1">Windows Tools</td><td colspan="1" rowspan="1">Provides agents with access to built-in Windows utilities (e.g., Task Manager).</td><td colspan="1" rowspan="1">On</td><td colspan="1" rowspan="1">Useful for diagnosing and resolving complex issues.</td></tr><tr><td colspan="1" rowspan="1">Reboot and Re-Connect</td><td colspan="1" rowspan="1">Enables agents to reboot the device and automatically reconnect to the session.</td><td colspan="1" rowspan="1">On</td><td colspan="1" rowspan="1">Recommended for quick restarts and post-update confirmations.</td></tr><tr><td colspan="1" rowspan="1">Run Terminal Commands</td><td colspan="1" rowspan="1">Authorizes agents to execute commands through a command line or console.</td><td colspan="1" rowspan="1">On</td><td colspan="1" rowspan="1">Necessary for advanced troubleshooting.</td></tr><tr><td colspan="1" rowspan="1">Stream Performance Tuning</td><td colspan="1" rowspan="1">Enables adjustments to video streaming quality for stability.</td><td colspan="1" rowspan="1">On</td><td colspan="1" rowspan="1">Recommended to optimize performance under varying network conditions.</td></tr><tr><td colspan="1" rowspan="1">Agent Obfuscation</td><td colspan="1" rowspan="1">Masks or reduces the agent’s displayed name (e.g., first name + last initial).</td><td colspan="1" rowspan="1">First Name and Last Initial</td><td colspan="1" rowspan="1">Beneficial for agent privacy and reduced personal exposure.</td></tr><tr><td colspan="1" rowspan="1">Reboot in Safe Mode</td><td colspan="1" rowspan="1">Allows the agent to reboot the user’s device into Windows Safe Mode.</td><td colspan="1" rowspan="1">On</td><td colspan="1" rowspan="1">Useful for malware removal or deep system debugging.</td></tr><tr><td colspan="1" rowspan="1">Allows Agents to Use Screenshot Tool</td><td colspan="1" rowspan="1">Permits agents to capture screenshots during the session.</td><td colspan="1" rowspan="1">On</td><td colspan="1" rowspan="1">Enable if capturing evidence or documentation is part of the support process.</td></tr><tr><td colspan="1" rowspan="1">Whiteboard Screen Drawing</td><td colspan="1" rowspan="1">Enables on-screen annotation by the agent.</td><td colspan="1" rowspan="1">On</td><td colspan="1" rowspan="1">Facilitates visual instruction and user engagement.</td></tr><tr><td colspan="1" rowspan="1">Agents Can Pre-request Remote Control on Desktops</td><td colspan="1" rowspan="1">Lets agents request remote control access prior to the session starting.</td><td colspan="1" rowspan="1">On</td><td colspan="1" rowspan="1">Streamlines the workflow for immediate remote assistance.</td></tr><tr><td colspan="1" rowspan="1">Agents Can Pre-request Admin Permissions on Desktops</td><td colspan="1" rowspan="1">Allows agents to request administrative rights at session initialization.</td><td colspan="1" rowspan="1">On</td><td colspan="1" rowspan="1">Recommended if frequent administrative tasks are required.</td></tr><tr><td colspan="1" rowspan="1">Enabled Auto-login Feature</td><td colspan="1" rowspan="1">Stores user credentials to enable automatic logins.</td><td colspan="1" rowspan="1">Off</td><td colspan="1" rowspan="1">Use only if it aligns with security and convenience requirements.</td></tr><tr><td colspan="1" rowspan="1">Privacy Curtain</td><td colspan="1" rowspan="1">Temporarily obscures the user’s screen; can be overridden by pressing Ctrl+Alt+Del.</td><td colspan="1" rowspan="1">Off</td><td colspan="1" rowspan="1">Enable if user-screen privacy is essential.</td></tr><tr><td colspan="1" rowspan="1">Network Diagnostic Info</td><td colspan="1" rowspan="1">Displays additional network information in the agent viewer.</td><td colspan="1" rowspan="1">Off</td><td colspan="1" rowspan="1">Enable if in-depth network troubleshooting is needed.</td></tr></tbody></table>

Remote Support Settings

ScreenMeet 2025 Release Notes

403 Forbidden while making API request

404 NO_ACCESS

Installing ScreenMeet for Salesforce

Advanced CSS customization

AI Assist

AI Assist Overview

Overview

AI Release Notes Q4 24

Requirements

AI Summarization

AI Summary History

AI Summary Privacy

AI Summary Studio

Android SDK Quickstart

How-to: Setup the app for Laser Pointer

How-to: Display a video stream to the end-user

Egress IP Addresses

AWS S3 File Storage

Configuring ScreenMeet / Microsoft Entra ID integration

Signing into ScreenMeet console with Microsoft Entra ID (Azure AD)

Beam Client: Installation, Deployment, and Configuration Guide

Beam Groups: Setup, Settings, and Access Management

Beam Release Notes Q1 22

Beam Release Notes Q1 23

Beam Release Notes Q1 24

Beam Release Notes Q2 22

Beam Release Notes Q2 23

Beam Release Notes Q2 24

Beam Release Notes Q3 23

Beam Release Notes Q3 22

Beam Release Notes Q4 22

Beam Release Notes Q4 24

New Remote Support Client for Mac

Canvas

Certificate-Based Device Validation

Clone - Remote Support Release Notes Q4 23

Clone - Test ScreenMeet 2025 Release Notes

File Storage on AWS

Configuring Information Security & PII

Creating a Custom UI

Custom Copy

Cobrowse Demo

CoBrowse Deployments

Events

Hotkeys

Localization

CoBrowse Release Notes Q1 23

CoBrowse Release Notes Q1 22

CoBrowse Release Notes Q1 24

CoBrowse Release Notes Q2 22

CoBrowse Release Notes Q2 23

CoBrowse Release Notes Q2 24

CoBrowse Release Notes Q3 22

CoBrowse Release Notes Q3 23

CoBrowse Release Notes Q3 24

CoBrowse Release Notes Q4 22

CoBrowse Release Notes Q4 23

CoBrowse Release Notes Q4 24

Remote Control

Remove End Cobrowse Button

Cobrowse Script

Cobrowse Settings

Starting a Session with a URL

Configuration and validation troubleshooting

Configure API service

Configure ScreenMeet for a New Salesforce Sandbox

Configure ScreenMeet to only show on specified tables

Configuring Environment Variables

Configuring Webhooks for Data Sync

Connecting to ChromeOS devices

Connecting to Mac devices

Connection Information

Create Multiple Sessions

Creating a Replay Recording

Creating a session

Custom Consent Message

Custom permission configuration for ServiceNow

Custom URL

Custom Windows Tools

Deploying a Pre-installed Client

Developer Notes

Developer Notes (3.0.11)

Device Requirements

Enable ScreenMeet for Omnichannel Chat Widget

Enabling features within the Salesforce + ScreenMeet component