Remote Support
Give a support partner time-limited access to your business to fix a specific problem, and see every support session.
Why and when you use it
Some problems are faster to fix when an expert can look at your data. Remote Support lets you give a named partner access to your business for a set time and a stated problem, with your consent recorded. You stay in control and can see each session. The owner or administrator gives access.
Before you start
- Know the support partner's email
- Write down the problem in one or two lines
Step by step
- Open Remote SupportOpen Remote Support. The top part is headed Give support access to your business.
- Enter the partner emailType the Partner email of the person who will help you.
- Describe the problemIn Problem to fix, write clearly what is wrong, for example which report or screen.
- Choose how longSet Access for to the shortest time that will be enough.
- Give consentTick Consent to confirm you agree, then click Give access.
- Watch the sessionsUnder Support sessions for this business, each row shows Business, Partner, Problem, Given, Ends and Status. Check that access ends when expected.
Worked example
Hotel Lakeview's GST summary for October 2026 does not match the accountant's figures. Their support partner offers to check it.
- Open Remote Support.
- Partner email: the partner's email address.
- Problem to fix: October 2026 GST summary differs from our working by ₹14,200.
- Access for: the shortest period offered; tick Consent; click Give access.
- Watch the session row: Given shows today, Ends shows when access stops, Status shows it active.
Result: The partner finds the cause, and access ends automatically at the time shown in Ends.
💡 Tips
- Give access only to partners you know, and only for a specific problem.
- Check the Audit Log afterwards to see what was changed during the session.
⚠️ Common mistakes
- Choosing a long access period 'just in case'. Pick the shortest and give access again if needed.
- Writing a vague problem such as 'fix everything'.
सवाल
Can I see past support sessions?
Yes. Support sessions for this business lists each session with when it was given, when it ends and its status.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Open Remote Support.
- Scene 2: Fill Partner email and Problem to fix.
- Scene 3: Choose Access for, tick Consent, click Give access.
- Scene 4: Show the session row with Given, Ends and Status.
- Scene 5: Check the Audit Log afterwards.