The Beyondsight Home page

The BeyondSight Home page gives you quick and easy access to BeyondInsight's suite of features.

The Home page serves as a dashboard providing quick and easy access to the suite of features using any of the following methods:

• Click the container cards.
• Click the icons in the left sidebar.
• Click Menu in the left sidebar to expand it, and then click your desired feature.
• Click Quick Navigation in the top-right corner or press CTRL+K to access a list of the commonly used features and your favorites.
  • Locate your desired feature from the list by typing at least 3 characters.
  • Click the star next to any of the features in the list to add them to your favorites. Favorites are displayed at the top of the list.
  • Click the star next to any favorite to remove it as favorite.

Container cards

You can quickly access the following functionality from the container cards:

• View and manage assets.
• Access Password Safe to execute password requests and approvals.
• Access Secrets Safe to manage secrets for applications and teams.
• Access Analytics & Reporting to view reports, manage subscriptions, and interactively explore data.
• Initiate a discovery scan to discover new systems and accounts.
• View and manage Events.
• View and edit managed systems.
• Create a new managed system manually.
• View and edit managed accounts.
• View and manage Endpoint Privilege Management Policy Users.
• Access configuration settings for BeyondInsight and Password Safe components and objects.

Left sidebar

The following features are available from the left sidebar:

• Dashboard (Preview): Available under Menu only. Customize your dynamic dashboards using the Dashboard Editor,
• Assets: Display and manage all assets. From here you can:
  • Access Endpoint Privilege Management Agents.
  • Access the Smart Rules page to create and manage Smart Groups.
  • Run a new Discovery scan.
  • Add assets to Password Safe management.
• Smart Rules: View and manage Smart Rules.
• Discovery: Run and schedule discovery scans, review active, completed, and scheduled scans, and view the list of discovery scanners.
• Endpoint Privilege Management: View and manage EPM events.
• Managed Systems: View and configure properties for Password Safe managed systems, managed databases, managed directories, managed applications, and their associated Smart Rules.
• Managed Accounts: View and configure properties for Password Safe managed accounts and their associated Smart Rules.
• Password Safe: Access Password Safe to request passwords and remote access sessions, and to approve requests.
• Secrets Safe: View and manage team secrets.
• Analytics & Reporting: Access reports on collected data.
• Configuration: Configure BeyondInsight and Password Safe components and objects, such as users and groups, authentication settings, connectors, and much more.
• About: Access helpful links. View the current BeyondInsight version information, as well as the history of installed versions.

Manage toast messages and notifications in BeyondInsight

During your session, BeyondInsight displays toast messages to indicate successes, failures, warnings, and errors for actions you have taken. Toast messages auto-dismiss after 8 seconds. Multiple messages can be displayed at once. A control bar displays above the message(s) that can be used to control the message timer. You can control the messages as follows:

• Click Dismiss directly in a message to dismiss that specific message immediately.
• Use the control bar above the message(s) to pause all timers, resume all timers, or dismiss all messages.

Toast messages that you haven't dismissed but instead have timed out can be reviewed in the Message Notification Center by clicking the Notifications (bell) icon in the top right of the console. This allows you to view more details for errors or warnings if they exist, and dismiss them.

More details about the Message Notification Center are as follows:

• Success messages are not sent to the notification center, whether or not they were dismissed.
• A max of 6 messages can be displayed at once and a scroll bar is provided to view more as needed.
• The notification center can show up to 100 of the most recent notifications, sorted from newest to oldest.
• Notifications that are older than 1 hour are not available.
• Once you log out of BeyondInsight, any notifications that existed in the notification center are cleared and are no longer available.

Dynamic dashboards

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Note

Only admin access is supported at this time, and more features will be added in later releases.

Dynamic Dashboards provide a faster, customizable experience, allowing administrators quick access to the information that is most important to them.

To access Your Dashboards, click Menu > Dashboard (Preview). A list of available dashboards displays on the left. BeyondInsight comes with several prebuilt dashboard cards, including:

• Default Dashboard
• Health
• Password Safe
• Password Safe Cloud
• Password Safe Session
• System Activity

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Note

The list of system-generated dashboards displayed can change depending on licensing, as well as data available in the system, and configuration settings. This also affects what tiles are shown in the Add a tile dropdown list.

Each dashboard card comes with preset tiles, which display information for that particular feature. Icons allow you to control the tile:

Use Dashboard Options to:

• Create New: Create a new empty dashboard, then add the tiles you want.
• Duplicate: Create a copy of the dashboard that can be modified.
• Delete: Delete the selected dashboard.
• Set as Default: Set the current dashboard as the default so it displays every time you click Menu > Dashboards.

Customize a dashboard

You can customize a dashboard to display the information that is important to you. Tiles can be deleted, added, moved, and resized to allow you a personalized and more efficient experience.

1. To create a custom dashboard, select one of the available dashboard cards. In this example we use the Password Safe card. If necessary, delete any of the existing tiles that come installed with that card.
2. From the Add a tile dropdown, select the tiles you want to add. Resize and reposition tiles in a manner that makes sense to you.
3. Next, under Name, give the layout a name so you can identify it.
4. Click Save Layout. Your custom layout now appears on the lower left side of the window, under Custom Dashboards.
5. If you want to make this your default layout so it opens every time you select Menu > Dashboard, click Dashboard Options, and then select Set as Default.

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Setting a dashboard as default causes that dashboard to be displayed when the user logs in, or every time the user clicks on Home, and replaces the default dashboard.

Access dashboard tile information

The information displayed on some tiles can be used to access all relevant data associated with it. In this example, by clicking on the 2 in the Failed Logins Last 7 days tile, you are taken directly to the User Audits page, where you can get full details on the 2 failed logins. The grid is automatically filtered to show login failures for the last 7 days.