Remotely Accessing User Cloud Sessions

CUSTADMIN access only

There may be occasions when you want to remotely connect to another PS Cloud user’s session, in order to help them with a support issue or to provide training. This is referred to as shadowing.

To shadow another user's PS Cloud session:

1. Log in to PS Cloud using your usual username and password.
2. Select the Windows button, then select PS Financials > Self Service from the list of installed applications.
   
3. The PS Cloud Self Service Home page is displayed. Select Shadow adjacent to the applicable user.
   
4. A Shadow Connection message window is displayed.
   
5. On the end-user’s PS Cloud environment, the following Remote Control Request message prompt is displayed. The end-user can choose whether to accept or decline the remote control request, by selecting Yes or No.
   
6. If the user selects Yes, a new window opens, which displays the user’s PS Cloud environment. The following graphic shows an example of a PS Cloud shadow session. The Controlling window displays the user whose session you are controlling.
   
7. To close a remote session, select X in the top right-hand corner of the Controlling window, as displayed in the previous graphic.
8. If the end-user selects No, a message displays on PS Cloud Self Service advising the user has declined the request.