Share a Session with Other Representatives from the iOS Rep Console

Session Actions - iPhone Member Actions - iPhone

To share a session with another representative, tap the Member Actions button. On an iPhone, access this button by tapping the Menu button first.

Member Actions

From the menu, select Share Session.

Share Session


Share Session - Select Team or Request Help

There are several ways you can invite a representative to join a session. You can use Request Help to route your request so that it is targeted at a specific support issue. Only issues that have been configured to allow you to request help are displayed on this list.


Share Session - Request Help

Select the issue for which you wish to request help. Then tap the Request button.


Share Session

Alternatively, locate the representative with whom you wish to share the session by first selecting a team to which the representative belongs. Select a team name to view its members.


Share Session - Select Representative

You can select a user listed in the teams displayed to invite them to join the session.

You can use Request Help to route your request so that it is targeted at a specific support issue. If you select Any Representative, the invitation is sent to the team queue so that any single representative in the selected team can join the session. You can send multiple invitations if you want more representatives from the team to join your session.

Users are listed here only if they are logged into the console or have extended availability enabled.

If you are permitted to share sessions with users who are not members of your teams, additional teams are displayed, provided that they contain at least one member logged in or with extended availability enabled.

When you invite a user with extended availability enabled, they receive an email notification.


Cancel Session Sharing Invitation

If you have sent an invitation and it is still active, you may revoke the invitation by selecting it from the Cancel Invitation menu. Then tap the Cancel button. Only the session owner can send invitations. Invitations do not time out as long as you remain the session owner. Multiple active invitations cannot exist for the same user to join the same session.

An invitation is made inactive when one of the following events occurs:

  • The inviting user cancels the invitation
  • The inviting user leaves or transfers ownership of the session
  • The session ends
  • The invited user accepts the invitation
  • The invited user declines the invitation