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ConnectWise

Remote Workforce

Remote Workforce
RemoteWorkforce.png
Author(s) ConnectWise Labs
Latest version 1.3.15
Required server version 23.6+

Introduction

The Remote Workforce extension allows an administrator to assign machines to a host. The host can then directly connect to the remote machine using the Remote Workforce Client.

Note: This extension can only assign machines to users defined within your ScreenConnect instance (internal users). If you use an external user source like LDAP or SAML, learn how to create a similar setup.

Install the extension on the Extensions page before proceeding. 

Warning: This extension uses the Notes feature. Your database maintenance plan might delete notes by default. Go to your Database page to change your maintenance plan.

 

 

Check the My Assigned Machines group

1. On the Host page, click Access

HostPageNavigationPanelAccess.png

2. Verify that you have the group My Assigned Machines listed

Important: Older versions of the Remote Workforce extension didn't automatically create this group. Learn how to create it yourself.

RemoteWorkforceMyAssignedMachinesGroupEmpty.png

Assign the Remote Workforce role to your selected users

1. Click Show User Table

In the Internal user source block, click Show User Table.

InternalUserSourceShowUserTable.png

2. Edit a user

Click Edit beside a user’s name.

RemoteWorkforceEditUserLink.png

3. Select the Remote Workforce role

Uncheck any existing roles, then click the checkbox beside the Remote Workforce role.

Tip: If you don't see the Remote Workforce role, you can create it.

RemoteWorkforceEditUser.png

Click Save User to save your changes.

Repeat for the other users that will use the Remote Workforce extension.

Assign your machines

Important: A technician must have the AddNoteToSession permission in order to assign a machine.

1. Right click on an access session and select Assign Machine

RemoteWorkforceRightClickAssignMachine.png

Note: If you don't see the Assign Machine option, make sure ScreenConnect has been updated to version 2020.1 or newer. You can check this on the Administration > Status page.

2. Select a user from the drop-down menu

A modal will appear with a drop down of all the internal users. Select a user from the drop-down list and click Save.

RemoteWorkforceAssignMachine.png

The extension will then add a note with the host's name and the user name of the person that assigned the machine.

RemoteWorkforceSystemNote.png

3. Verify your machines

Have your user log into your instance. Make sure their assigned machines appear in the My Assigned Machines session group.

RemoteWorkForceMyAssignedMachines.png

Repeat for any other machines that need to be assigned to a user.

Download the Remote Workforce client

The Remote Workforce client connects directly to your workers' machines. Your workers can download the client from the Guest page of your instance. 

Important: This client is only available for Windows. macOS and Linux users can instead log in via the Host page. 

1. Navigate to your Guest page

Your Guest page is the front page of your site.

clipboard_e3bd718a8f75dded91ec63003055fbe69.png

 

2. Download the Remote Workforce Client from the extension icon

The icon is located in the upper-right corner.

clipboard_e790de0c4c854fe8f07ee9c2e97bfd02b.png

 

3. Open the file

Run the executable.

Tip: Store the file on your desktop for easy access to your assigned machines.

 

4. Enter your credentials

You'll be prompted for your two-factor code after you've entered your username and password.

Unassign a machine from a host

1. Select a machine in the Access section

2. Click the Notes tab

NotesTabIcon.png

3. Delete the note with the host's name in it

Click the "X" beside the note to delete the note. 

RemoteWorkforceUnassignDeleteNote.png

 

Download a report of all users assigned to machines

1. Navigate to the Administration page

2. Click the Extras menu and select Download Machine Assignment Report

ExtrasDownloadMachineAssignmentReport.png

3. Select a file type for your report

The options are:

  • CSV
  • XML
  • JSON
  • HTML

 

DownloadMachineAssignmentReport.png

4. Click Download

Your browser downloads the file. Open it to review the machine assignment report.

MachineAssignmentReportHtml.png

 

Troubleshooting

My user says My Assigned Machines is empty

Make sure you've assigned a machine to that user by right clicking on a machine and selecting Assign Machine.

I don't have access to my assigned machines

Administrators: Check to see if the host's name is in the notes section for a particular machine. If the host's name is missing, try assigning the user to the machine again. Otherwise, make sure you've assigned your user to the Remote Workforce role

Notes are disappearing from my sessions

In releases prior to ScreenConnect 6.6, database maintenance plans purged session notes every 30 days.  Administrators can edit the database maintenance plan actions to prevent notes from being deleted.  

My Mac users cannot use the downloadable client

Your Mac users can simply log onto the Host page to access their assigned machines.

Extension settings

Navigate to the Extensions page and select the Options menu for the extension.

RemoteWorkforceEditSettings.png

The following setting is available:

Key Description Default Value
IsSessionGroupCreated Determines whether the “My Assigned Machines” session group has already been created or not true
SessionGroupName Name of the session group that contains assigned machines My Assigned Machines
IsRoleCreated Determines whether the “Remote Workforce” role has already been created or not true
RoleName Role that contains permissions for "My Assigned Machines" session group Remote Workforce