> For the complete documentation index, see [llms.txt](https://softability.gitbook.io/xreach/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://softability.gitbook.io/xreach/webclient/guest-access.md).

# Guest access

## Admin / Expert view

A **Group Admin** that can see the special **Guest Access Group** will need to add a set of **Experts** into the group, so that they can be called.&#x20;

For this, you will go the **Groups** page and **Add Users** to the **Guest Access Group**.&#x20;

The rest of the document will assume that you are a member of the **Guest Access Group**, and that you are able to log in and see the **Guest Access** link in the **Management** Cog on the sidebar.

### Guest access management

Log in to **XReach** and click on the **Guest link** button from the sidebar.&#x20;

<figure><img src="/files/7WcqziWffvhCz3holxF1" alt=""><figcaption></figcaption></figure>

### Guest access list

<figure><img src="/files/TIBJjkaU6ySC0QlUP1tm" alt=""><figcaption></figcaption></figure>

After clicking on the **Guest link** menu item, you will see the **Guest** **access list** (pictured above). Click on **Create guest link** button to create a new guest link.

You can also **Deactivate,** or **Resend Link**, depending on if a previous link has been clicked on by the **Guest** user or not. The minute a Guest clicks on a the Guest Link, you can no longer deactivate or resend the link, as the timer is now running.

A link can be either **Active**, or **Inactive** - if Inactive, just create a new one.

The guest session time limit can be modified from the default 1 hour to your preferred amount of hours.

### Creating a Guest Link

Upon clicking on the **Create guest link** button, you will see the **Create guest link** page (pictured below):

<figure><img src="/files/SqLA9kLfFW36A4XVvzu5" alt=""><figcaption></figcaption></figure>

On this page, you will need to fill in the following:

* The **Email** address and/or the **phone number** of the recipient of the link. The link can be delivered either via **Email or SMS** and the International telephone number format should have '**+**' in front of the number and country code (E.164 format).
* Optionally an informative **Label**&#x20;
* Select a **Default expert** that will receive the call once the Guest clicks on the **link** from the email they just received. Either select a specific **Expert**, or **Any Expert** - in this case, everyone in the **Guest** **Group** will be called when the Guest calls using the link.

{% hint style="info" %}
While you can set a **Default Expert**, the **Guest** will still be able to select which **Expert** they eventually choose to call - this only affects which **Expert** is **the recommended one** when the **Guest** clicks on the **link** in the email or SMS they receive. See "**Experts list**" below.
{% endhint %}

After you are happy with your settings, press the **Send link** button. An email will be sent to the newly created **Guest user.**

## Guest user view

The Guest user will receive an email that will look quite similar to the one pictured below:

![Email view Go on, click on the link, I dare ya!](/files/1FHEWDw0AuacQsWu7CwU)

If you received the **link** by SMS, it will look similar to the one pictured below:

![SMS view](/files/4MsvjXk7U62ynFVv15b8)

If you decide to click on the link, a page on your browser will open and you will see the recommended **Expert** who has a badge with the text **"the recommended expert"**. This is the **Expert** that the creator of the link has chosen for the Guest. See below for the screenshot:

### Experts List

![](/files/Ze9aPwkSDwK1l3SpjAGU)

You can immediately click or tap on the **Call** button to start calling this recommended **Expert**. You can also select a different **Expert** from the list.&#x20;

If you have called the recommended **Expert** (the **Default Expert**) and there is no answer, the call will time out and you will be brought back to the **Experts List**, where you can then call some other **Expert**, or even **Any Expert**, which will call all available (and online) **Experts** included in the **Guest Group**.

### Call View

This snappy **Call view** will be displayed, while we are waiting for the designated **Expert** to answer the call:

![Waiting for that Expert to answer our call](/files/ltTEtgs336lDIst9xBu8)

If there is no answer after a certain time period, you will be transported back to the **Experts list**, where you can select a different **Expert** to call, or the **Any Expert** if you would like to attempt to call all the available and online experts in the group.

Once the **Expert** answers your call, you will see the something similar to the screenshot below:

![What a fancy piece of technology.](/files/-Mk5r5kNS6uXUmxm5Ezl)

Okay, let's get down to what really matters. On the top right corner, you see four icons. They are, in order of appearance:

* Ticket Details
* Ticket Media / Attachments
* Chat
* Switch Camera and Enable Pointer

At the bottom center, you see three icons. They are, in order of appearance:

* Disable / Enable Camera
* Mute / Unmute Microphone
* End Call

### Ticket Details

The **Ticket Details** are not editable by a Guest, but the Expert can edit them during the call and the Guest will see the changes in real time.

![Ticket details seen by the guest during the call](/files/7flErqO4trLhUywzWmMc)

### Ticket Attachments

The **Ticket Media / Attachments** will contain all the media added to the ticket by the Expert during the call, such a documents, images and videos.

At the start of a new Guest ticket, the **Attachments** view will be empty, as witnessed in the screenshot below:

![Attachments view without any items](/files/-Mk5rePbIdtNmRw_vQIK)

Once the list starts getting populated, it might look similar to the screenshot below:

![Screenshot showing a JPG, MP4, ZIP and a PDF in the Attachments view.](/files/GPFMhnRPcdnmiZqNjVVO)

Clicking or Tapping on any of the icons will open up the file in question in full screen, during the call. After viewing, you can click on the **Back** button on the top left corner to return back to the **Attachments** view, after which you can click on the **Back** button on the top left corner to return to the call.

![Example of a PDF being viewed during the call.](/files/-MkAky9m-RF5GR6VnBsa)

While viewing PDFs, you will see a toolbar with the following buttons:

* Previous page
* Next Page
* Zoom Out
* Zoom In

![Example of a MP4 being viewed during the call.](/files/-MkAl6QbvIpV16XkB4SR)

![Example of an annotated Image being viewed during the call.](/files/-MkAlCV77eMsiUKTWOGB)

Only the Expert can annotate images during the call.&#x20;

### Chat

The chat will be a chat back'n'forth between the Expert and the Guest

![Example of a Chat communication.](/files/kH0r3HvcyY2odcNMyzHs)

### Overflow Menu

Currently the overflow menu (...) will allow you to **Switch camera** and **Enable pointer** - as witnessed below in the screenshot below:

![Switch camera and Enable pointer](/files/pdoIzw8G8BBxzwvQLvL5)

On your Mobile device with a back & front facing camera, this would switch between the available cameras. The pointers will give you the remote guidance.

### Ticket Activity Signaling

![Red circles showing activity (new files, new chat messages)](/files/-MkAjuyiLtHFlsEpecss)

The above screenshot shows what the Guest will see in the form of a visual notification, when there are new files added to the ticket, and new messages received in the chat.

### Timeout Notification

The timeout period can be configured in the environment configuration. The below screenshot shows how you will be notified when the session is about to expire in less than 5 minutes.

![Link expire notification](/files/SZ78e0obw8dmvu6cFx6r)

### Session Timeout

Once the session times out you will see a screen similar to the screenshot below.

![Session Timeout screenshot](/files/-Mk65HOGigNnJD3bMGzc)

### Log Out

When you are finished with the call, you can click on the **End Call** button. Then you will be transported back to the experts list and you can click on **Log Out** to log out. You will now see the screenshot below:&#x20;

![](/files/-MkB7ljDjK7bFffZScUg)
