Users & Administrators

Essential guides, configuration settings, and best practices for agents using Glance and administrators managing the platform.

Cobrowse

Guide for agents to join sessions and administrators to configure the Cobrowse experience.

Join a Glance Session Learn how agents connect and collaborate with visitors. Manage Settings Configure session behaviors and agent privileges. Features Explore gesturing, document sharing, video, and more.

Account Management

Administer your Glance group, manage users, and view system requirements.

Manage Users Add, edit, and remove agents and administrators. Manage Settings Control group-wide configurations and defaults. System Requirements Browser, OS, and network compatibility details.

Security & Compliance

Learn how Glance protects your data, ensures privacy, and meets industry standards.

Security Overview A high-level look at Glance's secure architecture and posture. Compliance Details on HIPAA, PCI, GDPR, and other certifications. Cobrowse Security A deep dive into secure data masking and session routing.

Desktop Screen Share

Install, configure, and use the Glance Client for full desktop and application sharing.

Setup Screen Share Installation instructions for the desktop client. Using Screen Share Learn how to start and manage screen share sessions. GlanceGuest Guide Help your visitors join screen share sessions effortlessly.

Portal

Navigate the modernized Glance Portal to manage permissions and organizational data.

Users Manage your team's access in the new Portal UI. Permissions Configure granular role-based access controls. Content Masking Protect sensitive customer data during Cobrowse sessions.

Mobile Camera Share

Leverage one-way video streaming from a customer's mobile device directly to an agent's browser.