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updatedAt: 2026-05-19T16:07:31.000Z
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# BeyondInsight home page | BI Cloud

## What is the BeyondInsight home page?

The home page is a central landing page that gives users quick access to areas of **BeyondInsight** they use most often. From the home page, users can easily access **Password Safe**, **Secrets Safe**, managed systems, managed accounts, and much more.

## How is it useful?

**BeyondInsight** provides a centralized home page where users can quickly access the tools and information they need most. Instead of navigating through multiple menus, users can jump straight to key area, making their work faster, more efficient, and easier to manage.

## How do I access BeyondInsight?

1. Use a browser to sign in to your **BeyondInsight/Password Safe** URL.\
   This URL is provided in the BeyondTrust welcome email and includes your site URL followed by **/login**.

## Navigate BeyondInsight

Once logged into the BeyondInsight console, you are taken to the **Home** page.

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1. **Left menu:** Easy access to all pages in BeyondInsight/Password Safe, including the [Home](https://docs.beyondtrust.com/bips/docs/cloud-welcome-to-beyondinsight), [Assets](https://docs.beyondtrust.com/bips/docs/bi-cloud-assets), [Smart Rules](https://docs.beyondtrust.com/bips/docs/bi-cloud-smart-rules), [Discovery Scanner](https://docs.beyondtrust.com/bips/docs/bi-cloud-discovery-scans), [Management Systems](https://docs.beyondtrust.com/bips/docs/bi-cloud-managed-systems), [Managed Accounts](https://docs.beyondtrust.com/bips/docs/bi-cloud-managed-accounts), [Password Safe](https://docs.beyondtrust.com/bips/docs/welcome-to-ps-cloud), [Secrets Safe  ](https://docs.beyondtrust.com/bips/docs/bi-cloud-secrets-safe), [Analytics and Reporting](https://docs.beyondtrust.com/bips/docs/bi-analytics-and-reporting), [Configuration](https://docs.beyondtrust.com/bips/docs/bi-cloud-config), and [About ](https://docs.beyondtrust.com/bips/docs/bi-cloud-about)pages.

2. **Header:** Navigate to your favorite pages, view your notifications, access your connected apps, and set your account preferences.

3. **Container cards:** Select a container card to view that page.

4. **Resource Brokers:** View all available [ Resource Brokers](https://docs.beyondtrust.com/bips/docs/ps-cloud-resource-broker-install).

## Manage toast messages and notifications

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 based on a timer. There may be multiple messages 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 six 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.

> ℹ️
>
> A warning banner displays at the top of the screen if your maintenance contract for BeyondInsight is close to expiry or has expired. Click **More Details** to go to the **About** page, where you can disable and re-enable the warning.
>
> A warning banner displays at the top of the screen if your installation includes any Discovery Agents earlier than version 20.1. These must be updated by the end of 2021. You can go to **Discovery > Discovery Scanners** to view all scanners in the system, and their version.
>
> Click **Dismiss** to hide warning banners until your next login.

## Dynamic Dashboards

> ℹ️
>
> 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:

* **Analytics & Reporting**
* **Default Dashboard**
* Endpoint Privilege Management
* **Health**
* **Omniworker**
* Password Safe
* **Password Safe Session**
* Privileged Remote Access **Dashboard**
* **System Activity**

> ℹ️
>
> 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:

* Click![Ellipsis icon](https://files.readme.io/bc2ca245f3b34203b2406fdb013547f54786a1bd86a38913a4a025ad957b70d2-image.png) to delete the tile. You can add it again later.

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. 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**.

> ℹ️
>
> 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.

## Change and reset login passwords

Users can maintain the security and control of their account and protect it against unauthorized access. If you are logging in with a BeyondInsight local user account, you can change your password from the **Account Settings** page.

You cannot update your password if you are logging in with Active Directory, LDAP, or Entra ID credentials, or if your account is locked out.

1. From the header located in the top-right corner of BeyondInsight, click  ![Profile icon](https://files.readme.io/c55b81b4c04eed88bf3df9e58a8a483f7c00a89a65d921d526ccb25b6c62be6d-image.png).\
   The **Profile and Preferences** menu displays.
2. Click **Account Settings**.

### Change your password

1. From the **My Account** panel, select **Change Password**.
2. In the **Change Password** panel, enter your current password.
3. Enter your new password and confirm it.
4. Click **Change Password**.

### Reset your password

If you forget your console password, you can reset it when logging in:

1. Click the **Forgot Password** link.
2. Enter your username, and then click **Reset Password**. An email containing a reset link is sent to the address associated with your username.
3. Click the link in the email to be taken to the **Enter New Password** page, where you can change your password.

> ℹ️
>
> Resetting the console password is not available to users logging in with Active Directory, LDAP, or Entra ID credentials.

## Reconfigure two-factor authentication

Users can maintain the security and control of their account and protect it against unauthorized access. If you are logging in with a BeyondInsight local user account that has two-factor authentication enabled and registered with a device, you can update the authenticator app from the **Account Settings** page.

You cannot update the authenticator if you are logging in with Active Directory, LDAP, or Entra ID credentials, or if your account is locked out.

1. From the header located in the top-right corner of BeyondInsight, click  ![Profile icon](https://files.readme.io/c55b81b4c04eed88bf3df9e58a8a483f7c00a89a65d921d526ccb25b6c62be6d-image.png).\
   The **Profile and Preferences** menu displays.

2. Click **Account Settings**.

3. From the **My Account** panel, select **Two-Factor Authentication**.

4. Click **Replace Authenticator App**.

5. Click **Reconfigure Authenticator App** to register a new authenticator app.

## Register passwordless authenticators

Users can maintain the security and control of their account and protect it against unauthorized access. If you are logging in with a BeyondInsight local user account, and if passwordless authentication is enabled for your BeyondInsight instance, you can register FIDO2-certified authenticators from the **Account Settings** page.

> ℹ️
>
> Passwordless authentication is available only for local BeyondInsight users. Support for Active Directory, LDAP, and Entra ID directory users is planned for a future release.

1. From the header located in the top-right corner of BeyondInsight, click  ![Profile icon](https://files.readme.io/c55b81b4c04eed88bf3df9e58a8a483f7c00a89a65d921d526ccb25b6c62be6d-image.png).\
   The **Profile and Preferences** menu displays.
2. Click **Account Settings**.
3. From the **My Account** panel, click **Passwordless Authentication**.
4. Click **+ Register FIDO2 Authenticator**.
5. Select the type of authenticator you wish to register: **Roaming** or **Platform**.
6. Enter a unique name for your authenticator.
7. Enter your BeyondInsight account password.
8. Click **Continue** and follow your browser's instructions.

## Manage your FIDO2 authenticators

1. From the **Passwordless Authenticators** panel, click the vertical ellipsis for a listed authenticator.
2. Select **Edit** to update the name for the authenticator.
3. Select **Delete** to remove the authenticator.

## View Sessions

1. From the header located in the top-right corner of BeyondInsight, click  ![Profile icon](https://files.readme.io/c55b81b4c04eed88bf3df9e58a8a483f7c00a89a65d921d526ccb25b6c62be6d-image.png).\
   The **Profile and Preferences** menu displays.

2. Click **Account Settings**.

3. From the **My Account** panel, click **Sessions**.

4. Select the **Filter by** dropdown to further filter results.

5. Click  ![Ellipsis icon](https://files.readme.io/ddc513734928bbf9e97c1632ef769901e4e0764de9e27b21e7c205cb9c362c1d-ellipsis.png) to **View Details** or **Delete Session**.