Remote control

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The Remote Control feature allows you to configure remote control policies for managed endpoints. Each policy defines which users or devices it applies to, the default remote assistance behavior, and who can initiate remote assistance sessions. When multiple policies match the same endpoint, policies are evaluated by priority.

Create a remote control policy

  1. Log on to the SASE console. In the left-side navigation pane, choose Endpoint Management > Remote Control.

  2. On the Remote Control page, click Create Remote Control Policy.

  3. In the Create Policy Configuration panel, configure the following parameters.

    Basic settings

    Parameter

    Description

    Policy Name

    Required. The name of the policy. Maximum 128 characters.

    Policy Description

    Optional. A description of the policy. Maximum 256 characters.

    Policy Status

    Specifies whether the policy is enabled. Default value: enabled.

    Effective scope

    Parameter

    Description

    Effective Scope

    Required. The scope of users or devices to which the policy applies. Valid values: All Users (default), Specific User Group, Specified Device Group, Specific Device Tag. If you select a value other than All Users, specify the target user groups, device groups, or device tags. Mobile devices cannot be selected.

    Exception User

    Optional. Users who are exempt from this policy. Enter one or more usernames.

    Policy configuration

    Parameter

    Description

    Endpoint Remote Assistance Default Status

    Specifies whether remote assistance is enabled on endpoints by default. Default value: enabled.

    Bypass User Confirmation

    Specifies whether to skip endpoint user confirmation before a remote assistance session is established. When enabled (default), no confirmation is required. When disabled, endpoint users must confirm before the session starts.

    Initiator Scope

    Required. Specifies who can initiate remote assistance sessions. Valid values: All Users (default), Specific User Group. When set to Specific User Group, specifiy the user groups allowed to initiate remote assistance sessions.

    Priority

    The priority of the policy. Value range: 1 to 100. Default value: 100. A lower value indicates a higher priority.

  4. Click OK.

    The policy is created and appears in the policy list.

Note

When no remote control strategy is set, remote control is disabled by default for all users.

Manage remote control policies

Edit a policy

  1. On the Remote Control page, find the policy that you want to edit.

  2. In the Actions column, click Edit. Alternatively, click the policy name to open the Policy Details panel, and then click Edit.

  3. In the Edit Policy Configuration panel, modify the parameters as needed.

  4. Click OK.

    The policy settings are updated.

Enable or disable a policy

On the Remote Control page, find the target policy and click the toggle in the Status column.

  • To enable a policy: In the Enable Policy? dialog box, click OK.

  • To disable a policy: In the Disable Policy dialog box, click OK.

The Status column reflects the updated state.

Delete a policy

Warning

Deleted policies cannot be recovered.

  1. On the Remote Control page, find the policy that you want to delete.

  2. In the Actions column, click Delete.

  3. In the Delete Policy dialog box, click OK.

    The policy is removed from the policy list.

View policy details

On the Remote Control page, click a policy name to open the Policy Details panel. The panel displays the following information.

Field

Description

Policy Name

The name of the policy.

Description

The description of the policy.

Priority

The priority of the policy.

Status

The current status of the policy: enabled or disabled.

Created At

The time when the policy was created.

Effective Scope

Field

Description

Match Mode

The effective scope type of the policy.

Target

The specific user groups, device groups, or device tags to which the policy applies. Displayed when Match Mode is not All Users.

Exception User

Users who are exempt from this policy. Displayed when exception users are configured.

Policy Settings

Field

Description

Endpoint Remote Assistance Default Status

Whether remote assistance is enabled on endpoints by default.

Bypass User Confirmation

Whether endpoint users are required to confirm before a remote assistance session is established.

Initiator Scope

Who can initiate remote assistance sessions.

Initiator User Group

The user groups allowed to initiate remote assistance sessions. Displayed when the initiator scope is Specific User Group.