I'm looking for advice on how to communicate to users when their problems aren't technical but rather due to their misunderstanding of how to use a specific system or application. For example, I recently assisted a user who was struggling to share files in Teams with external users. During a screen sharing session, I noticed immediately that the problem stemmed from incorrect permissions, which was even stated in the interface. Despite explaining how files are shared in Teams and guiding them on how to adjust permissions, the user insisted that file sharing was broken. It was frustrating, and although I wanted to be more direct with them, I'm curious how others handle similar situations without coming off as dismissive. Is there a professional way to phrase this to help them understand?
5 Answers
Try sharing a simple guide or quick reference document that outlines the steps. You can say something like, "I created this guide to help navigate the system, it can be tricky at times." This way, it’s not directly saying they did something wrong, but it helps steer them in the right direction.
I usually take the opportunity to educate. I tell them, "When I first dealt with this, I had some hiccups too," and walk them through the process step-by-step while encouraging questions. If they persist in saying it doesn’t work, I suggest they try it again and let me know where it fails.
I try to avoid outright blaming the user. Instead, I might say, "There are some quirks with the software that can be misleading. Let's troubleshoot it together." This way, it feels less like a confrontation and more like teamwork.
I've found that it helps to empathize with the user by saying, "You're not alone in this. Many people find this part confusing, and I’ve made the same mistakes before!" This way, you build rapport and take the heat off them, guiding them gently to the solution without making them feel like they're at fault.
Absolutely agree with empathizing! A good approach could be saying something like, "I've had similar challenges myself and many users do at first. Let's look at the permissions together." This makes it a collaborative effort and shifts the focus from blame to problem-solving.

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