Zoho Assist - Credential Manager
The Credential Manager feature in Zoho Assist acts as a vault that helps you save multiple login credentials for remote devices. This information is automatically pre-filled when you access it, saving you the time and effort to remember the sign-in information of the remotely connected devices. Additionally, a single credential can be linked with many devices, allowing you to connect in no time.
- To associate computers with credentials
- To save credentials for new devices
- To edit saved credentials
- To delete saved credentials
To associate computers with credentials
1. Log in using your Zoho Assist credentials.
2. Click Settings in the top pane of the screen and choose Credential Manager.
3. Click the Add Login Credential button to add a new credential.
4. In the new page that appears, enter the following details:
Credential name
Domain name of your organization account
Username and password of the linked device
An optional description to access your login information easily
5. Once you have filled in the required details, click Save. You can also choose to associate a computer with the credential given by clicking Associate computers.
6. In the new pop up window that appears, select the computers you want to be associated with the newly created credential and click Save.
To view credential information
1. Click the View icon beside the respective credential. Information related to the selected credential will be displayed.
2. Click the Associated Computers tab to view the various devices linked with the selected credential. You can also add or remove a device associated with the credential by clicking the Associate/Remove computers button.
To edit credential information
1. To edit credential information click on the pencil icon beside the respective credential.
2. Modify the credential information as per your requirement.
To delete credential information
1. To delete a credential click on the 'delete icon' beside the respective credential.
2. You can also choose to add a new credential by clicking the +New credential button.
Note: Once deleted, the credential cannot be used to log in to a device again
Creating a new credential during log-in process
While logging in to a newly configured device for the first time, you may be prompted to create a new credential. The Credential Manager feature in Zoho Assist allows you to easily create, save, and manage new sign-in information.
1. When you attempt to connect to a device for the first time, the Credential Manager tool checks to see if any stored credentials are associated with that device.
- If multiple credentials are stored in the Credential Manager, you can choose the required credential from the drop-down box and log in to the device.
- If no credentials are stored, you can then opt to enter them manually.
2. Enter the username and password for the credential you want to create. Select the Save this for future use checkbox to quickly access your sign-in information in the future.
3. Use the pencil icon to rename your credential to easily identify it later.
Using Credential Manager during an active remote support session
Technicians can also use the credentials saved in the credential manger while trying to elevate to admin mode during an active support session. They can either choose from the list of saved credentials in the Elevate to Admin mode dialog box or manually enter the credentials for Elevate to Admin mode while also saving them for future use.
To enter and save the new credential information:
Once the technician manually enters the credentials of the remote device, they can also save them by enabling the checkbox and clicking Apply. However, only the credentials that are successfully validated by the customer will be saved in the Credential Manager for future use.
To retrieve from the saved credential information:
- To access the saved credentials stored in the Credential Manager, click the credentials in the Elevate to Admin mode dialog box.
- Choose from the list of stored credentials and click Apply.
To update the credential information:
- Log in to your Zoho Assist account, click Setting.
- Search for Credential Manager.
- To edit or modify the credential information, click the pencil icon beside the respective credential.
- Modify the credential information as needed.