Screen sharing assistance

Screen sharing assistance is a service that allows our Macquarie consultants to view the contents of your screen and help you with any problems you may be facing while using Adviser Online.

Please note that screen sharing is limited to select Macquarie domains such as:

• Macquarie
• Adviser Help Centre

You can initiate a screen sharing session through Adviser Online without needing to install additional software.

1. Log in to Adviser Online
2. From the side menu hover your mouse over Help, then click Screen sharing assistance
3. Click Start to generate your four-digit one-time secure code. If you’re not already on a call with a Macquarie consultant, please call the number displayed
4. Provide the unique four-digit one-time secure code to our consultant
5. Once our consultant has entered the secure code and a session has successfully started, they can view your browser contents
6. Click End session in the blue bar at the top of the screen to end your screen sharing session. Please note if you Log out of Adviser Online, your screen share session will be automatically ended
7. Once the screen sharing session has ended, your browser’s contents will no longer be visible to the consultant assisting you.

Once you’ve initiated a screen share session, you’ll have the following functionality available to you:

• Set screen size – Click the laptop icon in the top right-hand corner on the grey bar, to set your screen size preference. By default, the screen share will fit to your screen, however you can click the second option to adjust your view to the consultant's screen size. Any screen size changes will be reflected to the consultant you’re sharing your screen with. 
• Enter drawing mode – If you want to draw attention to something on your screen, you can enter drawing mode, by selecting the pencil icon in the top right-hand corner on the grey bar. Your cursor will become a red pencil (to distinguish from the consultant’s blue pencil), allowing you to mark your screen. Any drawing you do will appear for the consultant you are sharing with, and then will disappear after a few seconds. 
• Navigate to a new tab – While still in the screen sharing session, click the plus icon in the left-hand corner of the grey bar. Type in the URL you want to navigate to and click Go!

The Macquarie consultant is limited to view/draw only – they can’t action a task for you. However, they can instruct you visually by using a blue drawing tool to draw attention to areas of your screen.