Client view: Zoho assist and configuration

Please go to the website: join.zoho.com

The website will ask for you to enter a session ID and also a name, we will provide the session ID to you and you will need to enter your name

After entering the information you will need to click on the blue button "JOIN SESSION" which will then redirect you to a new tab which will ask you to please agree and download a file

After pressing the Agree and Download button you will download a file name "JoinMac"

After the file is fully downloaded you will need to open a file by double clicking the JoinMac file and then you will see an Icon come up which you will need to double click

After double clicking the join button the computer will ask you if you are sure you want to open the file since it came from a download from the internet which you will need to click open

After double clicking the icon you will see a pop up saying "Establishing connection" which will then load and then it'll give you a new pop up asking you to join which you will need to click

After clicking "Join" you will then see a pop up saying that Zoho requires permissions to Accessibility and Screen recording which you will need to click "proceed"

After clicking proceed you will need to click on the configure button to accessibility which will then ask if you would like to open system preferences to change your permissions which you will need to click "Open system preferences"

After clicking "Open System Setting" you will see the name 'Zoho' or 'Assist' with either a checkbox or a toggle button next to the name, the checkbox will display on older mac versions whereas the toggle button will display on newer mac computers.

For older Macs will need to check the checkbox which if at first it doesn't allow you to check the box you will need to click the lock on the bottom left on the screen to be able to make changes to the computer and after entering the password for the computer you will then be able to check the checkbox.

For newer macs you will have to click the toggle button and then enter your computer password to make the change

After modifying the settings you will then need to perform the same steps with the screen recording which you will need to click the "Configure" next to the screen recording

After clicking configure you will need to click "Open system preferences"

You will then need to either check the checkbox or press the toggle button for 'Zoho' or 'Assist' and that will give you the pop up asking to quit and reopen to be able to view the changes which you can click "Later" and you did it!

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