Deployment Guide

The active TechDirect services are displayed in the Roles section.
Results
The Connect and manage service is activated, and you can start configuring SupportAssist.
Next steps
1. Configure and download SupportAssist for the first time.
2. (Optional) Add technicians.
Add technicians
Optionally, a company administrator can add Connect and manage technicians to a TechDirect account and assign permissions
to access certain TechDirect services and accounts.
Steps
1. Sign in to TechDirect.
2. Go to Utilities > Administrator Control Panel.
3. Click ADD TECHNICIAN.
4. In the Technician information section, enter the technician information, select Technician for the Connect and manage
role, and click Next.
5. In the User Group (Branch) Information section, select Additional Groups if required, and click Next.
6. Review the information provided and click SUBMIT.
The technician is added to your account, and an email with login instructions is sent to the technician.
Results
The Connect and manage technicians have limited access to SupportAssist. By default, a technician can only view PC details
and manage recommendations. However, these permissions can be configured by a Connect and manage administrator. For
more information, see Connect and manage roles in TechDirect.
Next steps
Configure and download SupportAssist for the first time.
8
Onboarding to TechDirect