Remote access

Connect to endpoints remotely with secure screen sharing and terminal access.

Overview

Remote access in Xcellerate RMM lets you take control of an endpoint's desktop or open a terminal session — directly from the web UI, with no VPN or additional software required on the technician's side. Sessions are encrypted end-to-end and logged for audit compliance.

The module supports three connection modes: screen sharing (view and control the desktop), remote terminal (PowerShell / Bash shell), and file transfer (drag-and-drop files between your machine and the endpoint).

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A remote desktop session showing the endpoint screen inside the web UI

Key concepts

  • Screen sharing — real-time streaming of the endpoint's desktop. You can view and control the mouse and keyboard. Supports multi-monitor endpoints.
  • Remote terminal — a browser-based shell (PowerShell on Windows, Bash on Linux/macOS) that runs on the endpoint. Commands execute with SYSTEM-level privileges by default.
  • File transfer — upload files from your machine to the endpoint or download files from the endpoint, using a drag-and-drop panel alongside the remote session.
  • Unattended access — connect to endpoints even when no user is logged in. The agent handles the connection without end-user interaction.
  • Attended access — the end user sees a prompt asking them to approve the remote session. Use this mode for user-facing support scenarios.
  • Session recording — optionally record remote sessions for audit or training purposes. Recordings are stored on the server.

Step-by-step walkthrough

1

Start a screen-sharing session

Navigate to the endpoint detail page and click Remote access → Screen sharing. A new tab opens with the live desktop stream. Use the toolbar at the top for clipboard sync, multi-monitor switching, and display scaling.

2

Open a remote terminal

On the endpoint detail page, click Remote access → Terminal. A browser-based shell opens. Type commands as if you were sitting at the machine. Output is streamed in real time.

3

Transfer files

During an active screen-sharing or terminal session, click the File transfer icon in the toolbar. The panel shows the endpoint's file system on the left and a drop zone on the right. Drag files between the two sides.

4

Configure attended vs. unattended

Go to Administration → System settings → Remote access. Set the default mode (attended or unattended) and customise the end-user consent prompt text. You can also set per-group overrides.

5

Review session history

Go to Remote access → Session log. Each entry shows the technician, endpoint, duration, connection mode, and a link to the recording (if enabled).

The file transfer panel showing endpoint file system and drag-and-drop zone

Tips & best practices

  • Use attended mode when the end user is present — it builds trust and avoids surprise sessions.
  • Lower the display quality setting when connecting over slow links to reduce latency.
  • Enable session recording for compliance-heavy environments (healthcare, finance) — recordings provide an audit trail.
  • Use the remote terminal for quick diagnostic commands instead of full screen sharing — it uses far less bandwidth.
  • Set up idle session timeout in system settings to automatically close forgotten sessions.
Remote access requires the agent to have an active connection to the server. If the endpoint is offline, you can queue a "connect back" request that triggers as soon as the agent checks in.