Start a support session
Ii this article:
- Set up the Expert console
- Prepare the remote device
- Connect to the remote device
- Connect to the remote device using unattended access
To control a remote device, you must first establish a remote support session between the SetMe Expert console and the SetMe Client application on the target device. The high-level process involves three main stages:
- Set up the Expert console: Launch and sign in to the SetMe Expert console on your local machine.
- Prepare the remote device: Ensure the SetMe Client application is running on the device you want to access.
- Connect to the remote device: Start a new session from the console to connect to the client.
Set up the Expert console
On your local computer:
- Run the SetMe Expert console from your desktop.
- Enter your licensed user credentials (username and password). Tip for password manager users: First, sign in to SetMe Home in your browser (your credentials will autofill). Then, click SetMe Expert to launch the console, which will authenticate automatically using your browser session.
- Click Sign In.
- (If 2FA is enabled for your account) Enter the 6-digit verification code and click Verify Code.
Prepare the remote device
On the remote computer:
- In a web browser, open the set.me website.
- Client Run SetMe Client.
- Run the downloaded installer to launch the Client application.
- (macOS) When prompted, grant the necessary System Permissions to the Client. If asked to quit the application for the changes to take effect, select Later.
If your account has local administrator rights on the device, launching the SetMe Client will trigger a system User Account Control (UAC) dialog. This dialog asks for permission to run the application with elevated privileges (Admin mode).
- To grant administrator privileges, select Yes in the dialog.
- To run without elevation, select No. The application will start in standard User mode.
While User mode provides access to all core SetMe features, certain advanced operations that require OS-level administrator rights (such as deep system diagnostics or modifying protected files) will be unavailable.
Once the SetMe Client is running, it will generate and display a unique Client ID. Share this ID with the support technician to establish a connection to your device.
A browser-launched Client application is temporary and will be deleted automatically at the end of the session. To avoid repeated downloads and elevation prompts for future sessions, install the SetMe Client from i.set.me. The installed version launches directly in Admin mode.
To end the support session, close the SetMe Client application.
Connect to the remote device by Client ID
A Client ID connection requires a user to be present at the remote device to initiate the session.
- In the SetMe Expert console choose Dashboard in the navigation bar at the top of the screen.
- Click New session.
- Enter the Client ID provided by the user of the remote device.
- (Optional) Click Show options to configure advanced settings.
- (Optional) In the Session name field, enter a descriptive name for this session. The session name is displayed throughout the interface and in reports. If not specified, it defaults to the remote device's computer name.
- Click Connect.
Connect to the remote device using unattended access
To connect to a device when no user is present, you must first install Unattended Access on that device.
- In the SetMe Expert console choose Unattended in the navigation bar at the top of the screen .
- Select device(s):
- For a single device, find it in the Unattended list and click its Connect button.
- For multiple devices, select the checkboxes next to the desired devices, then click the Connect button in the toolbar above the list.
- (Optional) Click Show options to define actions that will run automatically after a successful connection is established.
- Click Connect.