Quick Connect

Quick Connect is a feature of your VPAM server that enables you to initiate a screen-sharing session with a remote user for attended access. Quick Connect generates a unique key and URL that you share with the remote user by email. The remote user downloads the Imprivata Connection Manager to join the session. The remote system does not require a full Gatekeeper installation.

Requirements

To use Quick Connect, you must meet the following requirements:

  • Administrator users always have access to Quick Connect without additional configuration.

  • Standard Users must be added to the Quick Connect User Group.

  • Standard Users must have the following permissions assigned in at least one User Role:

    • LOGIN_TO_WEB_UI

    • CONNECT

    • VIEW_APPLICATION

Enabling Quick Connect for Vendors

Vendor Quick Connect enables a Vendor Representative to initiate a Quick Connect session with an internal user.

NOTE:

Vendors can only send Quick Connect requests to email addresses whose domain matches the internal email domain configured in your VPAM server.

  1. Go to Vendors and select Add New Vendor or select an existing vendor and select Edit.

  2. In the Vendor Information section, select Allow Quick Connect.

  3. (Optional) In the Vendor Connection Form drop-down, select a connection form to associate with this vendor's Quick Connect sessions. Select None to use no connection form.

  4. Save.

When Quick Connect is enabled for a vendor, the vendor's detail page displays Allow Quick Connect: Yes in the Vendor Information section.

Quick Connect Page

To open Quick Connect, log in to your VPAM server and select Quick Connect from the top navigation.

The Quick Connect page contains the following tabs:

  • Connect — Initiate a new Quick Connect session.

  • Sessions — View active and recent Quick Connect sessions.

  • People and Users — View internal users and previously connected remote endpoints. This tab is not available for Vendor Representative users.

Connect

Use the Connect tab to initiate a new Quick Connect session. When you submit the form, the system sends an email to the remote user containing a link and key to start the session.

  1. Select the Connect tab.

  2. In the Who would you like to connect to? form, complete the following fields:

    • Email (required) — Enter the remote user's full email address.

      Enter only the username portion of the email address, then select the authorized domain from the Domain dropdown.

    • Domain (required) — Select the authorized email domain. The system constructs the full address as username@domain.

    • Name (optional) — Enter the remote user's name. This field is not available for Vendor Representative users.

  3. Select Connect.

The system sends the remote user an email with a link and a connection key. The key and URL also appear on screen so you can share them directly if needed.

NOTE:

To be redirected automatically when the remote user connects, remain on the Connect tab until the connection is established.

When the remote user downloads and runs the Connection Manager and enters the key, the session becomes active and you are redirected to the session view.

If a Quick Connect session ends unexpectedly, you can reconnect from the Recent Sessions sub-tab on the Sessions tab. Select Reconnect next to the session. The system pre-fills the Connect tab form with the previous email and name and switches to that tab automatically. If the previous session is no longer available, you can initiate a new session from the form.

Sessions

The Sessions tab displays Quick Connect session activity. It contains two sub-tabs: Active Sessions and Recent Sessions.

Active Sessions

The Active Sessions sub-tab lists currently active Quick Connect sessions. You can search by email address or name.

The table contains the following columns:

  • Email — The remote user's email address.

  • Name — The remote user's name.

  • Initiated By — The internal user who started the session.

  • Type — Indicates whether the session is Public or Private. This column is visible only to users with the VIEW_SESSION_INFO permission.

  • Status — The current session status.

  • Actions — Select View to open the active session.

Recent Sessions

The Recent Sessions sub-tab lists past Quick Connect sessions. You can search by email address or name.

The table contains the following columns:

  • Email — The remote user's email address.

  • Name — The remote user's name.

  • Status — The session status.

  • Actions — Select Reconnect to initiate a new Quick Connect session with the same user. The system pre-fills the email and name on the Connect tab and switches to that tab automatically.

People and Users

The People and Users tab provides a reference view of internal users and previously connected remote endpoints. It contains two sections: Users and People.

NOTE:

The Users section is visible only to users with the VIEW_USER permission.

The Users section lists internal system users. Deleted and disabled users are not displayed. You can search by name or User ID.

The table contains the following columns:

  • Name — The user's display name. Select the name to open the user's detail page.

  • User ID — The user's login identifier.

  • Email — The user's email address.

  • Status — The user's account status.

  • User Type — The user's role type: Standard User, System Admin, Vendor Representative, Gatekeeper User, or API Key User.

The People section lists remote endpoints associated with previous Quick Connect sessions. You can search by email or name.

The table contains the following columns:

  • Email — The remote endpoint's email address.

  • Name — The remote endpoint's name or location.

  • Status — The current session status for the endpoint.

  • Access — Displays one of the following, depending on the endpoint's connection state:

    • Connect — The endpoint is not currently connected. Select Connect to pre-fill the Connect tab form with the endpoint's email and name. The page switches to the Connect tab automatically.

    • Launch — The endpoint is currently connected. Select Launch to open the active session directly.