Remote desktop setup: A simple guide

A remote desktop connection lets you bring your work computer along for the ride, wherever you're based.

Remote access is a must-have for businesses aiming to stay agile and connected. A remote desktop connection lets you access your work computer from anywhere, bringing benefits like flexible working, reduced office costs, seamless collaboration, improved productivity, and even attracting top talent. In fact, 59% of people said they’d leave their jobs without the option to work remotely.

Here’s all you need to know about setting up your remote desktop connection.

Plus, don’t miss our handy downloadable checklist, click the button below.

What do you need for remote desktop connection?

To set up a remote desktop connection, you need a few essential components; a client device, a host device, remote desktop software, and a good internet connection.

Client device is what you’ll use to access the remote computer. It can be a laptop, tablet, or smartphone.

Host device is the computer you want to access remotely. It might sound obvious, but make sure it’s switched on and connected to the internet.

Remote desktop software connects the two. With both free remote access software and premium options available, you can easily find one that suits your needs and your budget.

Make sure your internet connection is stable and secure for a smooth experience.

How do I set up remote access to my desktop?

Getting started is easier than you might think. While the details can vary depending on your software and setup, the overall process is usually straightforward. Here’s a simple step-by-step guide:

1. Choose your remote desktop software

Pick a remote access tool that fits your needs and budget, keeping in mind features, cost, and compatibility. Popular options include TeamViewer, AnyDesk, and Splashtop.

2. Set up your software

Follow the provider’s instructions and install software on the computer you want to access (the host) and the device you'll use to connect (the client). Make sure both meet the software's system requirements.

3. Connecting to your software

Enable remote connections in the system settings on your host computer. Next, open the remote desktop software on your client device and enter the hostname or IP address of the host computer (usually found in the network settings). You may be asked to enter the host computer’s login credentials for authentication.

4. Test your connection

Avoid unpleasant surprises. Try a few tests from your preferred locations to check everything’s working smoothly.

5. Disconnect safely

When we’re pushed for time or stressed, it’s easy to leave things on or forget to switch off. Always disconnect properly to prevent unauthorised access.

Remote desktop use cases

Remote desktops offer a seamless way to stay connected and efficient. Here are some practical and creative uses:

Supporting remote workers

Empower your employees to work from anywhere with an internet connection, enabling flexible working, ensuring an uninterrupted workflow, boosting productivity, and improving overall wellbeing.

Read our guide to maintaining productivity with a remote workforce.

Providing technical support

IT teams can remotely diagnose and fix issues on your team’s machines for quick troubleshooting, maintaining system efficiency, and saving time and money.

Faster file sharing

Access, manage and share files stored on your office computer, instead of emailing huge files or using clunky file transfer services. It's easy, efficient, and smooths collaboration.

Deliver effective training

Deliver worldwide, interactive learning lessons or onboarding experiences through third-party experts or internal trainers. For new starters, here’s how to onboard employees remotely.

Run presentations

Share your desktop screen during virtual meetings, control presentations, and easily manage content and interactions in real time.

Access specialised software

Access dedicated or expensive software that may only be installed on your office computer so you always have the tools you need to hand.

Managing social media accounts

Stay on top of your social media, even when you're on the go. Post, engage, and monitor your brand's online presence, connect with your audience and respond to the latest trends.

Important considerations for remote access tools

Before you dive in, there are some key factors to think about to keep things secure and running smoothly, including:

Data privacy and security

Keep your data safe by using strong passwords, turning on two-factor authentication or a VPN for automatic encryption. Don’t forget to regularly update your remote desktop software to patch any security gaps. And be sure to limit access so only authorised people can access sensitive info.

Discover more about staying safe online and cyber security for remote workers.

Troubleshooting

If you experience lag, dropout, or slow performance, check both devices have a solid connection. Adjust settings on both devices to get the best performance—like lowering the display resolution or turning off unnecessary features. Firewalls and antivirus software can also block remote access traffic, so you might need to adjust those settings. Or it might be time to upgrade your internet.

Legal and compliance

If you handle sensitive data, make sure your remote desktop setup complies with all the relevant data privacy regulations and your security policies. When in doubt, a quick chat with a legal expert can guide you.

User experience

A simple, user-friendly set up can make all the difference in how quickly your team adapts. Pick software that’s easy to use so everyone can stay productive.

Scalability

As your business grows, your needs might change. Choose a tool that can grow with you, whether that’s handling more users, accessing more powerful machines, or integrating other tools you rely on.

Best remote access software

Choosing the best remote access software really comes down to your team size, the type of work you do, security needs, and budget. Each tool has its own pros and cons, so it’s worth comparing different options to find the best fit.

Here’s a quick recap of the top options in our What are remote access tools and why are they important?

Ready to get started? Use the button below to download our remote desktop checklist covering essential steps, security best practices, troubleshooting tips, and more.

Remote desktop technology is a smart move for any business looking to stay agile, connected, and competitive. With the right setup, you can boost productivity, enhance collaboration, and give your team the tools they need, no matter where they are.

Need a little more help in choosing the right tool or have questions about setting up? Speak to our V-Hub Digital Advisers for personalised 1-2-1 support.