Portal

Learn about the Glance portal, an optimized interface for administrators to customize their experience, manage users, and view group details.

Welcome to the New Glance Portal

The Glance Portal is our new administrative interface, designed to streamline and modernize how you manage your experience. The Portal will eventually replace Account Management for the majority of our customers.

As we transition between systems, we are continuously updating the Portal with new and reimagined workflows. During this interim period, any management functions you cannot find here can still be accessed through the classic Account Management interface.

Accessing the Portal

In This Section

Content Masking

Learn how to use Content Masking in the Glance Portal to hide sensitive elements like credit cards, mask entire URLs, and configure role-based viewing.

SSO Configure

Learn how to set up SAML single sign-on (SSO) in the Glance Portal, including identity provider configuration, key rotation, and vendor-specific settings.

Document Share

Implementation steps for enabling the ability for agents and visitors to share documents during Cobrowse.

Screen Share

Glance provides the ability for agents to escalate from a Cobrowse session to showing their screen, without downloading any software.

Video Setup

Learn how to configure video background effects, manage custom images, and control default video behaviors for agents and visitors in the Glance Portal.

Appearance

Learn how to customize the Glance Cobrowse experience, including brand colors, themes, widget styling, and localization in the Portal.

Users

Learn how to add, edit, and delete users, as well as create and manage custom roles within the Glance Portal.

Advanced

Learn how to configure advanced Cobrowse settings in the Glance Portal, including script versions, Agent CSS, session keys, and iFrame target domains.

Agent Assist

Configure Restricted Editing and Navigation Assist in the Glance Portal to allow agents to control specific browser fields and navigate visitors to URLs.

Camera Share

Configure Mobile Camera Share SMS settings, including message templates, routing URLs, and custom Sender IDs in the Glance Portal.

Manage Group

Learn how to create, edit, and manage subgroups within your current Glance group using the Portal.

Mobile

Learn how to configure feature integrations for the Glance Mobile SDK in the Portal, including Presence, Two-Way Video, and iOS Render Modes.

Script Tag

Learn how to configure your Glance Cobrowse implementation using required, basic, and advanced script tag data attributes.

Security

Manage API keys and configure password complexity requirements in the Glance Portal.

Permissions

Learn how to manage user privileges and configure roles using the Permissions page in the Glance Portal.

Access Log

Learn how to utilize the Glance Portal Access Log to review activity, track changes, search by user, and export log data.

SSO Autoprovisioning

Configure SAML autoprovisioning to automatically create Glance subscriber accounts when users authenticate via single sign-on (SSO).